Working with Material Bank

In this article, you will learn how to easily export product data from Material Bank and import as products in Canoa.

Step 1: Launch Material Bank

• Open a Board in Material Bank.

• Select the products and data fields you wish to bring into Canoa by selecting Customize Export .

Material Bank Board

Step 2: Export Data

• Select Export.

• Select Download CSV file

• The CSV should be saved to your downloads or folder of choice.

Click image to increase size

Optional* Step 3: Open a spreadsheet program to format your data

• Open the exported CSV in Excel, GoogleSheets, Airtable or your preferred spreadsheet program to update fields to match Canoa’s format.

• Refer to the Product Data Template for approved fields and update before importing into Canoa.

Step 4: Launch Canoa to import your product data

• Open a Canvas (shown below) or Catalog Pro.

• Upload the CSV file into Canvas or Catalog Pro.

• Match the fields in the CSV from Material Bank with the Canoa provided fields.

Match Material Bank fields to Canoa provided fields

• Once imported, you will be prompted to add the product cards to Canvas.

• The products will be automatically saved to your Catalog for use time and time again.

New custom products in Canvas

Read more about uploading a CSV file into Canvas here for further assistance.

Read more about importing CSV files with Catalog Pro here.

How to use your newly collected products in Canvas:

• Add additional product information, images and 2D drawings by right-clicking and choosing View Product Details.

• Search for similar and complementary products with the AI Recommendations icon in the bottom left corner of your Canvas.

Click on a product to activate Canoa AI on left side. Right click to edit product details on right side.

• Toggle between the product card view and image view when the product is selected.

• Use all of Canoa’s design tools to start creating your mood board, layout, or presentation.

Start designing with products from Material Bank in Canvas