TABLE OF CONTENTS
- TABLE OF CONTENTS
Introduction
Navigate to Dev Center > Imports
Administrators can use the Imports module to import or bulk update the following:
Product
Product Association
Product Attribute
Attribute Default Value
Product Highlights
Addon Association
Pricing
Inventory
Category
Category Association
Zip Code
Accounts
Customers
Customer Address
Accounts
SEO Details
Vouchers
Synonyms
They can also download the CSV templates to help organize and format the bulk import data.
Import Details
Detail | Description |
Locale ID | Select a Locale for Import |
Import Type | Select an Import Type from the drop-down |
Family List | Select an Attribute Family. This field is available only for Import Types products and Categories. |
Select Pricing | Select a Price List. This field is available only for Import Type Pricing. |
Select Country | Select a Country. This field is available only for Import Type Zipcode. |
Select Store | Select a Store. This field is available only for Import Types Customer and SEO Details |
Select Template | Select a Template from the drop-down. New templates can be created using the "Create New Template" button. Existing Templates can be downloaded using the "Download Template" button. |
Guidelines To Create A CSV File For Import/Update
It is recommended to download the default template provided with every type of import as a starting point for creating a CSV file for importing/updating the CSV file and include/exclude columns as per the requirements.
The column requirements for every import are described in the Column Requirements section below.
Adding an Import
Navigate to Admin > Import & Export > "Add New" buttons
Steps to import:
The below steps can be used to import:
Add/Select Imports Details
Attach a file to Import using the "Browse" button. Must be in.CSV or Excel format.
Save Import using the "Import" button
The page refreshes with confirmation that Import has started. Use the "Status" button to check the status of Import. This may take several minutes.
Import is finished when "Status: Completed". After Import is completed, administrators should verify the data that appears in the respective Znode sections.
Column requirements for different imports
Voucher
Mandatory Columns
Following are the columns that should be included in the CSV file to import the Vouchers:
Voucher Number
Voucher Name
Store Code
Voucher Amou12nt
Remaining Amount
Start Date
Expiration Date
Is Active
Restrict Voucher to a Customer
Username
These columns except Username are mandatory to import the Vouchers. Username column is mandatory for update.
Requirements of each column in CSV file
Voucher Number
This is a unique 10 digits value consisting of combinations of upper case alphabets and numbers.
When the value of this column is empty in the CSV, a Voucher Number gets generated automatically and a new voucher gets created and saved in the DataBase.
Voucher Name
The value of this column can be anything within 100 characters.
Store Code
The value of this column should match the Store Code of any existing store. The value should be case insensitive.
When this value is added and imported, the respective Store Name should appear on the Edit Voucher screen.
Voucher Amount
The value of this column should be numeric and in between 0.01 and 999999
Remaining Amount
The value of this column should be numeric and between 0.01 and 999999
When a voucher is created/imported, the remaining amount should be equal to the Voucher Amount.
Note: Admin users can edit/update the remaining Amount to make it greater than Voucher Amount
Start Date
This value can not be empty and the value of this column should be in the date format.
Expiration Date
The value of this can not be a past date, a date before the start date, or empty. It should be in a date format.
Is Active
The value of this column should be either True or False OR Yes or No OR 1 or 0
The behavior of Voucher creation based on the value for this field should be considered for imports/updates.
Restrict Voucher To A Customer
The value of this column should be either 1 or 0 OR True or False
Note - The behavior of Voucher creation based on the value for this field should be considered for imports/updates.
Username
The value of this column should match the username of an existing user account that belongs to the resp. store whose Store Code is used for import/bulk update.
When this value is added and imported, respective <Username> | <First Name> <Last Name> or <Username> | <First Name> or <Username> should appear on the Edit Voucher screen in admin application.
Account
Mandatory Columns
Following are the columns that should be included in the CSV file to import the Account:
Parent Account Code
Account Name
Account Code
External ID
Catalog Code
Address Name
First Name
Last Name
Company Name
Address Line 1
Address Line 2
Country
State/Province/Region
City
Postal Code
Phone Number
Default Billing Address
Default Shipping Address
Requirements of each column in CSV file
Parent Account Code
Administrators can save a value in this field with a maximum of 100 characters without any special characters.
The added value should belong to any existing Account which is not a child account of any other account.
The value of this column can remain empty.
Account Name
Administrators can save a value in this field with a maximum of 100 characters.
The value should be either alphabets or numbers or a combination of both but not special characters.
The value of this column cannot remain empty.
Account Code
Administrators can save a value in this field with a maximum of 100 characters without any special characters.
The value should be unique for a specific account.
The value of this column cannot remain empty.
External ID
Administrators can save a value in this field with a maximum of 100 characters.
The value of this column can remain empty.
Catalog Code
Administrators can save a value in this field with a maximum of 100 characters.
The added value should belong to any existing catalog.
The value of this column cannot remain empty.
Address Name
Administrators can save a value in this field with a maximum of 200 characters.
The value of this column cannot remain empty.
First Name
Administrators can save a value in this field with a maximum of 300 characters.
The value of this column cannot remain empty.
Last Name
Administrators can save a value in this field with a maximum of 300 characters.
The value of this column cannot remain empty.
Company Name
Administrators can save a value in this field with a maximum of 300 characters.
The value of this column can remain empty.
Address Line 1
Administrators can save a value in this field with a maximum of 200 characters.
The value of this column cannot remain empty
Address Line 2
Administrators can save a value in this field with a maximum of 200 characters.
The value of this column can remain empty
Country
Administrators can save a value in this field from the predefined Country options.
The value of this column cannot remain empty.
State/Province/Region
Administrators can save a value in this field from the predefined State options for the United States country only.
For other countries, the value can be anything with a maximum of 100 characters.
The value of this column cannot remain empty.
City
Administrators can save a value in this field with a maximum of 100 characters.
The value of this column cannot remain empty.
Postal Code
Administrators can save a numeric value in this field with a maximum of 100 characters.
The value of this column cannot remain empty.
Phone Number
Admin users should be allowed to save a value in this field with a maximum of 100 characters.
The value of this column cannot remain empty.
Default Billing Address
The value of this column should be 1 or 0.
The behavior of account creation based on the value for this field should be considered for imports/updates.
The value of this column cannot remain empty.
Default Shipping Address
The value of this column should be 1 or 0.
The behavior of account creation based on the value for this field should be considered for imports/updates.
The value of this column cannot remain empty.
Important Note - Default billing and shipping addresses of accounts reflect under Manage User for account users. The behavior should remain unchanged.
Synonyms
Mandatory Columns
Following are the columns that should be included in the CSV file to import the Synonyms:
Catalog Code
Synonym Code
Rename Synonym Code
Original Term
Replaced By
Is Bidirectional
Requirements of each column in CSV file
Catalog Code
Administrators can save a value in this field in alphanumeric format with a maximum of 100 characters without any special characters
The value should be unique for a specific catalog
The value of this column can remain empty in case of an update but will be mandatory in case of a new import.
Synonym Code
Administrators can save a value in this field in alphanumeric format with a maximum of 100 characters without any special characters
The value should be unique for a specific Synonym
The value of this column cannot remain empty
Rename Synonym Code
Administrators can save a value in this field in alphanumeric format with a maximum of 100 characters without any special characters
The value should be unique for a specific Synonym
The value of this column can remain empty
Note: If there is a value found in this column at the time of a new import, wherein the Synonym code column has a new value, the admin application ignores any value within the Rename Synonym Column
Original Term
Administrators can save one or a maximum of 20 values. For multiple values, every value should be separated by a pipe. Also, every value accepts a maximum 100 number of characters
The value should consist of the following
Alphabets
Numbers
Special characters
Combination of any of the three
The value of this column can remain empty in case of an update but is mandatory in case of a new import
Replaced By
Administrators can save one or a maximum of 20 values. For multiple values, every value should be separated by a pipe. Also, every value accepts a maximum 100 number of characters
The value should consist of the following
Alphabets
Numbers
Special characters
Combination of any of the three
The value of this column can remain empty in case of an update but will be mandatory in case of a new import
Is Bidirectional
The value of this column should be either True/1/Yes or False/0/No
The behavior of Synonyms is considered based on the value for this field
The value of this column can remain empty in case of an update but will be mandatory in case of a new import.
Import Status
Status | Description |
Started | When any Import is in progress, the Import Status displays as “Started” |
Completed Successfully | When any Import is completed and there are no failed records, the Import Status displays as “Completed Successfully” |
Completed With Errors | When any Import is completed and there is at least one failed record and at least one succeeded record, the Import Status should be displayed as “Completed With Errors” |
Failed | When any Import is completed and all the records are failed, the Import Status should be displayed as “Failed” |
Note - The Import Status of Product Bulk Update initiated from PIM >> Products page is also displayed on the Admin >> Imports list page.