Bulk Importing and Updating Data

TABLE OF CONTENTS

Introduction

Navigate to  Dev Center > Imports


Administrators can use the Imports module to import or bulk update the following:

  1. Product

  2. Product Association

  3. Product Attribute

  4. Attribute Default Value

  5. Product Highlights

  6. Addon Association

  7. Pricing

  8. Inventory

  9. Category

  10. Category Association

  11. Zip Code

  12. Accounts

  13. Customers

  14. Customer Address

  15. Accounts

  16. SEO Details

  17. Vouchers

  18. Synonyms

They can also download the CSV templates to help organize and format the bulk import data.

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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:

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The below steps can be used to import:

  1. Add/Select Imports Details

  2. Attach a file to Import using the "Browse" button. Must be in.CSV or Excel format.

  3. Save Import using the "Import" button

  4. The page refreshes with confirmation that Import has started. Use the "Status" button to check the status of Import. This may take several minutes.

  5. 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:

  1. Voucher Number

  2. Voucher Name

  3. Store Code

  4. Voucher Amou12nt

  5. Remaining Amount

  6. Start Date

  7. Expiration Date

  8. Is Active

  9. Restrict Voucher to a Customer

  10. Username

These columns except Username are mandatory to import the Vouchers. Username column is mandatory for update.

Requirements of each column in CSV file
  1. Voucher Number 

    1. This is a unique 10 digits value consisting of combinations of upper case alphabets and numbers. 

    2. 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.

  2. Voucher Name 

    1. The value of this column can be anything within 100 characters.

  3. Store Code

    1. The value of this column should match the Store Code of any existing store. The value should be case insensitive.

    2. When this value is added and imported, the respective Store Name should appear on the Edit Voucher screen.

  4. Voucher Amount

    1. The value of this column should be numeric and in between 0.01 and 999999

  5. Remaining Amount

    1. The value of this column should be numeric and between 0.01 and 999999

    2. 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

  6. Start Date

    1. This value can not be empty and the value of this column should be in the date format. 

  7. Expiration Date

    1. 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.

  8. Is Active

    1. The value of this column should be either True or False OR Yes or No OR 1 or 0

    2. The behavior of Voucher creation based on the value for this field should be considered for imports/updates.

  9. Restrict Voucher To A Customer

    1. 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.

  10. Username

    1. 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.

    2. 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:

  1. Parent Account Code

  2. Account Name

  3. Account Code

  4. External ID

  5. Catalog Code

  6. Address Name

  7. First Name

  8. Last Name

  9. Company Name

  10. Address Line 1

  11. Address Line 2

  12. Country

  13. State/Province/Region

  14. City

  15. Postal Code

  16. Phone Number

  17. Default Billing Address

  18. Default Shipping Address

Requirements of each column in CSV file
  1. Parent Account Code

    1. Administrators can save a value in this field with a maximum of 100 characters without any special characters.

    2. The added value should belong to any existing Account which is not a child account of any other account.

    3. The value of this column can remain empty.

  2. Account Name

    1. Administrators can save a value in this field with a maximum of 100 characters.

    2. The value should be either alphabets or numbers or a combination of both but not special characters.

    3. The value of this column cannot remain empty.

  3. Account Code

    1. Administrators can save a value in this field with a maximum of 100 characters without any special characters.

    2. The value should be unique for a specific account.

    3. The value of this column cannot remain empty.

  4. External ID

    1. Administrators can save a value in this field with a maximum of 100 characters.

    2. The value of this column can remain empty.

  5. Catalog Code

    1. Administrators can save a value in this field with a maximum of 100 characters.

    2. The added value should belong to any existing catalog.

    3. The value of this column cannot remain empty.

  6. Address Name

    1. Administrators can save a value in this field with a maximum of 200 characters.

    2. The value of this column cannot remain empty. 

  7. First Name

    1. Administrators can save a value in this field with a maximum of 300 characters.

    2. The value of this column cannot remain empty.

  8. Last Name

    1. Administrators can save a value in this field with a maximum of 300 characters.

    2. The value of this column cannot remain empty.

  9. Company Name

    1. Administrators can save a value in this field with a maximum of 300 characters.

    2. The value of this column can remain empty.

  10. Address Line 1

    1. Administrators can save a value in this field with a maximum of 200 characters.

    2. The value of this column cannot remain empty

  11. Address Line 2

    1. Administrators can save a value in this field with a maximum of 200 characters.

    2. The value of this column can remain empty

  12. Country

    1. Administrators can save a value in this field from the predefined Country options.

    2. The value of this column cannot remain empty.

  13. State/Province/Region

    1. Administrators can save a value in this field from the predefined State options for the United States country only. 

    2. For other countries, the value can be anything with a maximum of 100 characters.

    3. The value of this column cannot remain empty.

  14. City

    1. Administrators can save a value in this field with a maximum of 100 characters.

    2. The value of this column cannot remain empty.

  15. Postal Code

    1. Administrators can save a numeric value in this field with a maximum of 100 characters.

    2. The value of this column cannot remain empty.

  16. Phone Number

    1. Admin users should be allowed to save a value in this field with a maximum of 100 characters.

    2. The value of this column cannot remain empty.

  17. Default Billing Address

    1. The value of this column should be 1 or 0.

    2. The behavior of account creation based on the value for this field should be considered for imports/updates.

    3. The value of this column cannot remain empty.

  18. Default Shipping Address

    1. The value of this column should be 1 or 0.

    2. The behavior of account creation based on the value for this field should be considered for imports/updates.

    3. 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: 

  1. Catalog Code

  2. Synonym Code

  3. Rename Synonym Code

  4. Original Term

  5. Replaced By

  6. Is Bidirectional

Requirements of each column in CSV file
  1. Catalog Code 

    1. Administrators can save a value in this field in alphanumeric format with a maximum of 100 characters without any special characters

    2. The value should be unique for a specific catalog

    3. The value of this column can remain empty in case of an update but will be mandatory in case of a new import.

  2. Synonym Code

    1. Administrators can save a value in this field in alphanumeric format with a maximum of 100 characters without any special characters

    2. The value should be unique for a specific Synonym

    3. The value of this column cannot remain empty

  3. Rename Synonym Code

    1. Administrators can save a value in this field in alphanumeric format with a maximum of 100 characters without any special characters

    2. The value should be unique for a specific Synonym

    3. 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

  1. Original Term

    1. 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

    2. The value should consist of the following 

      1. Alphabets 

      2. Numbers 

      3. Special characters 

      4. Combination of any of the three

    3. The value of this column can remain empty in case of an update but is mandatory in case of a new import

  2. Replaced By

    1. 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

    2. The value should consist of the following

      1. Alphabets

      2. Numbers 

      3. Special characters 

      4. Combination of any of the three

    3. The value of this column can remain empty in case of an update but will be mandatory in case of a new import

  3. Is Bidirectional

    1. The value of this column should be either True/1/Yes or False/0/No 

    2. The behavior of Synonyms is considered based on the value for this field 

    3. 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.


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