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. SEO Details

  16. Vouchers

  17. 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 including/excluding 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

Pricing

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Pricing: 

  1. SKU

  2. Tier Start Quantity

  3. Retail Price

  4. Sales Price

  5. Tier Price    

  6. SKU Activation Date    

  7. SKU Expiration Date    

  8. Custom 1

B.) Requirements of each column in CSV file
  1. SKU

    1. This is the product SKU in which administrators can save the Alphanumeric value.  

    2. The value in this column can not be empty.

  2. Tier Start Quantity

    1. The value in this column can be empty.

  3. Retail Price

    1. This is the product's retail price in which Administrators can save only the numeric value. The value should be between 0 and 999999.

    2. The value in this column can not be empty.

  4. Sales Price

    1. This is the product's sales price in which Administrators can save only the numeric value. The value should be between 0 and 999999.

    2. The value in this column can be empty.

  5. Tier Price

    1. Administrators can save more than 1 product and the price for those products in the Tier pricing. The value should be between 1 and 999999

    2. The value in this column can be empty. 

  6. SKU Activation Date    

    1. Administrators can set the SKU activation date. It should be a future date.

    2. The value in this column can be empty.

  7. SKU Expiration Date    

    1. Administrators can set the SKU expiration date. It should be a future date.

    2. The value in this column can be empty.

  8. Custom 1    

    1. Administrators can add Custom prices by adding a value in this section.

    2. The value in this column can be empty.

Inventory

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Inventory:

  1. Quantity 

  2. Reorder Level

  3. SKU

  4. Warehouse Code

B.) Requirements of each column in CSV file
  1. Quantity

    1. Administrators can import quantities from this section. 

    2. The column should have a numeric value. The value can be from 1 to 9999

    3. The value in this column can not be empty.

  2. Reorder Level

    1. Administrators can import reorder levels(quantity) from this section.

    2. The column should have a numeric value. The value can be from 1 to 9999

    3. The value in this column can be empty.

  3. SKU

    1. Administrators can import the SKUs from this section for which the Inventory has to be set

    2. The value in this column can not be empty.

  4. Warehouse Code

    1. Administrators can import the warehouse in which the above details will be added. 

    2. A new line in the CSV file will be added In case of multiple warehouses. 

    3. The value in this column can not be empty.

Category

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import Category:

  1. Category Code

  2. Category Name

  3. Category Title

  4. Long Description

  5. Short Description

  6. Display Order Category

  7. Additional Description    

  8. Category Banner        

  9. Image Alt Text    

  10. Text    

  11. Valid Text        

  12. Hide Category On Menu

B.) Requirements of each column in CSV file
  1. Category Code

    1. Administrators can import Category Code from this section.

    2. This should be a unique code for each category.

    3. The value in this field can be alphanumeric. 

    4. The value in this field can not be empty.

  2. Category Name

    1. Administrators can import Category Names from this section.

    2. This should be a unique Name for each category.

    3. The value in this field can be alphanumeric. 

    4. The value in this field can not be empty.

  3. Category Title

    1. Administrators can import Category titles from this section.

    2. This should be a unique title for each category.

    3. The value in this field can be alphanumeric. 

    4. The value in this field can not be empty.

  4. Long Description

    1. The administration can import a long description of the category in this section. 

    2. The value in this field can be empty. 

  5. Short Description

    1. The administration can import a short description of the category in this section. 

    2. The value in this field can be empty. 

  6. Display Order Category

    1. The display order decides the precedence of the particular category.

    2. If category A has 1 as a display order and B has 2 as a display order then, category A will be displayed first. 

    3. The value in this field can not be empty. 

  7. Additional Description    

    1. The administration can import an additional description of the category in this section. 

    2. The value in this field can be empty.

  8. Category Banner    

    1. The administration can import a category banner description in this section. 

    2. The value in this field can be empty.

  9. Image Alt Text    

    1. The administration can import an alternative text for the image from this section. 

    2. The value in this field should be alphabetical. 

    3. The value in this field can be empty

  10. Text    

    1. The administration can import text for the particular category from this section. 

    2. The value in this field should be alphabetical. 

    3. The value in this field can be empty

  11. Valid Text    

    1. The administration can import valid text for the particular category from this section. 

    2. The value in this field should be alphabetical. 

    3. The value in this field can be empty    

  12. Hide Category On Menu

    1. If this field is checked in the category then the particular category is hidden from the main menu but still, it is searchable. 

    2. This field can remain empty. 

Zip Code 

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Zip Code:

  1. CityName

  2. CityType

  3. ZIP

  4. ZIPType

  5. country code

  6. StateCode

  7. Latitude

B.) Requirements of each column in CSV file
  1. City Name

    1. Administrators can import City Name from this section.

    2. This field can not be empty while creating a new import.

  2. City Type

    1. Administrators can import City Type from this section.

    2. This field can not be empty while creating a new import.

  3. ZIP

    1. Duplicate records must be excluded from the import/update file.

    2. This field can not be empty while creating a new import. Input must be unique.

  4. ZIP Type

    1. Administrators can import City Type from this section.

    2. This field can not be empty while creating a new import.

  5. County Code

    1. Administrators can import County Code from this section.

    2. This field can not be empty while creating a new import.

  6. State Code

    1. Input must be available as a State Code value in the database.

    2. This field can not be empty while creating a new import.

  7. Latitude

    1. Administrators can import County Code from this section.

    2. This field can not be empty while creating a new import.

Product Attribute

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Product Attribute:

  1. Attribute Name

  2. Attribute Code

  3. Attribute Type

  4. Display Order

B.) Requirements of each column in CSV file
  1. Attribute Name

    1. Administrators can import the Attribute Name from this section. 

    2. This should have an alphabetical character. 

    3. This value can be empty. 

  2. Attribute Code

    1. Administrators can import the Attribute Code from this section. 

    2. This can have an alphanumeric character. 

    3. This should be a unique code.

    4. This value can not be empty.

  3. Attribute Type

    1. Administrators can import the Attribute type from this section. 

    2. This value can not be empty.

  4. Display Order

    1. Administrators can set the display order from this section. 

    2. Display order decides the precedence of the Product Attribute. 

    3. This value can be empty.

Category Association

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Category Association:

  1. Category Code 

  2. SKU

  3. Display Order

  4. Is Active

B.) Requirements of each column in CSV file
  1. Category Code 

    1. Administrators can import category code from this section in which the products need to be associated.  

    2. This field should have an alphanumeric value. 

    3. This field can not be empty while creating a new import.

  2. SKU

    1. Administrators can import the SKU from this field that needs to be associated with the category. 

    2. This field should have an alphanumeric value. 

    3. This field can not be empty while creating a new import.

  3. Display Order

    1. Administrators can set the display order from this section. 

    2. Display order decides the precedence of the category association. 

    3. This value can be empty.

    4. This field can not be empty while creating a new import.

  4. Is Active

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

    2. This field can not be empty while creating a new import.

Catalog - Category Association

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the catalog - category association:

  1. Parent Code

  2. Category Code

  3. Display Order

  4. Action

B.) Requirements of each column in CSV file
  1. Parent Code

    1. The category association can be done at the parent-child hierarchy level

    2. Multi-level category association can be added to the parent code which should be separated using the “/” separator

    3. Any two categories added with the “/” are considered a parent/child category association

    4. For multi-level parent-child categories association, there should be a parent to child category1 association and then in the next row, the parent-to-child category 1 to child category 2 should be added

      1. Ex: 

        1. parent category

        2. ParentCategory/ChildCategory1

        3. ParentCategory/ChildCategory1/ChildCategory2

    5. Immediate Parent can only be added in the parent code when there is the child category association can be added

      1. Ex:  Apparels/Pants, in this scenario parent category, is Apparel, and the child category is Pants, so Apparel is added to the Parent Code column

      2. Ex: Apparels/Pants/Trousers, in this scenario parent category is Apparel and child 1 category is Pants, and child 2 category is Trousers,  so Apparels/Pants is added to the Parent Code column

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

    7. The value of this column can remain empty and should be unique for a specific Catalog

    8. When the parent code is empty and there is a value-added in the Category Code column then the value in the category code is considered as the parent category 

    9. Parent Code should be associated with an existing Catalog that is available in the admin application.

  2. Category Code

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

    2. The value-added should not be case sensitive hence Apparel or apparel both values will be considered valid

    3. The value of this column cannot remain empty and should be unique for a specific Catalog

    4. Category Code should be associated with an existing Category that is available in the admin application

    5. Only a single category to be associated/disassociated should be added in the category code column

  3. Display Order

    1. Administrators can save a value in this field in whole numbers where the value entered should be between 1-99999 without any special characters

    2. The value of this column can remain empty 

    3. Display Order indicates the position of the category to be displayed on the web store 

    4. If the Display Order added in the CSV file is the same for two categories then the first category available in the CSV file will be listed as the first category in the display orders hierarchy and then the second category available in the CSV file will be listed as the second category in the display orders hierarchy

      1. Ex: When both parent categories have the same display order and no other category in the admin application has a category associated with  Display Order = 1

  • Apparel will be visible as the first category for Display Order = 1

  • Hardware will be visible as the second category for Display Order =1 (i.e)

  • All the parent categories will be displayed in the following sequence on the web store:

    • Apparel

    • Hardware

  1. Ex: When both parent categories have the same display order and the admin application already has Electrical and Plumbing associated with  Display Order = 1

  • Apparel will be visible as the third category for Display Order = 1

  • Hardware will be visible as the fourth category for Display Order =1

  • All the parent categories will be displayed in the following sequence on the web-store:

    • Electrical

    • Plumbing

    • Apparel

    • Hardware

  1. Ex: When all parents have different display orders and the admin application already has Electrical and Plumbing associated with  Display Order = 1

  • Apparel will be visible as the third category for Display Order = 1

  • Hardware will be visible as the fourth category for Display Order =1

  • Tools will be visible as the fifth category for Display Order =1

  • Lawncare will be visible as the first category for Display Order =2

  • HVAC will be visible as the first category for Display Order =3

  • Drills will be visible as the first category for Display Order =30

  • All the parent categories will be displayed in the following sequence on the web-store:

    • Electrical

    • Plumbing

    • Apparel

    • Hardware

    • Tools

    • Lawncare

    • HVAC

    • Drills 

  1. Action

    1. Administrators can save a value in this field in alphabetic format with a maximum of 20 characters without any special characters

    2. The value-added should not be case sensitive, hence Add, ADD, add is accepted 

    3. The following actions should be considered valid:

      1. Add

      2. Delete

    4. Any other action added apart from Add and Delete will not be considered valid

    5. The value of this column cannot remain empty

    6. After successful Import:

      1. Once Catalog category association import is Completed Successfully or Completed with Errors they are listed on the Catalog edit page of the individual catalog 

      2. All Imported Catalogs associations aren’t published directly. They are available as a draft 

      3. Catalog publish is required for changes to be reflected on the Web Store (only if the catalog is associated with the store/user/profile)

      4. If the imported catalog is not associated with the store/user/profile then the changes in category association are not visible on the web-store. 

  2. Important Notes: 

    1. If the added Category association in the CSV is not available against the selected catalog in the Database, then that process is considered a new Import 

    2. If the all or some of the category associations in the CSV are already available against the selected catalog in the Database, then the association is skipped and no new entries are inserted in the database, instead, the import process would be considered as Completed Successfully but users can see the following message in the Import Log Details pop up

      1. Catalog association already exists hence no new associations are saved in the Database

    3. The values of the non-mandatory columns that are not available in the CSV file remain unchanged during the import processes

Customer

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Customer:

  1. Username

  2. First Name

  3. Last Name

  4. Email

  5. IsActive

SMS Opt-In is not a mandatory column for importing and updating data

B.) Requirements of each column in CSV file
  1. Username

    1. Administrators can Import Usernames from this section

    2. The value in this field should be alphabetical. 

    3. UserName should be in this (abc@xyz.pqr ) respective format without spaces 

    4. This column can not be empty while creating a new import

  2. First Name

    1. Administrators can Import First Names from this section

    2. The value in this field should be alphabetical. 

    3. This column can not be empty while creating a new import

  3. Last Name

    1. Administrators can Import Last Name from this section

    2. The value in this field should be alphabetical. 

    3. This column can not be empty while creating a new import

  4. Email

    1. Administrators can Import the emails for a particular Customer from this section.

    2. Email should be in abc@xyz.pqr respective format.

    3. The value in this field can be alphanumeric. 

    4. This column can not be empty while creating a new import

  5. Phone number

    1. Administrators can Import the phone numbers for a particular Customer from this section.

    2. The value in this field should be numeric. 

    3. This column can not be empty while creating a new import

  6. Is Active 

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

    2. This column can not be empty while creating a new import

  7. Created Date

    1. Administrators can define a date on which the customer can be created.

    2. The value in this field can remain empty.

  8. Profile Name

    1. Administrators can define a profile name for a specific customer from this section. 

  9. Account Code

    1. Administrators can Import Account Code from this section.

    2. Account Code should be available as Account Code with any existing Account.

    3. Account and Customer should belong to the same Store therefore input should be available as Account Code with any existing Account of the respective Store.

    4. Input must include the same value associated with the User since the associated account cannot be changed.

  10. Email Opt-In

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

  11. SMS Opt-In  

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

    2. During import, when no value is added Default value is considered.

    3. During the update, when no value is added a value that is already available in the database is considered.

  12. Department Name

    1. Administrators can Import Department Names from this section

    2. Input should be available as Department Names with any existing Account.

  13. Role Name

    1. Administrators can Import Role Names from this section

    2. Role Name cannot be updated.

    3. Input must include either User or Administrator or Manager as a value.

    4. Include the Account Code first to add a Role Name.

  14. Per order Annual Limit

    1. Administrators can set per order limit for a particular customer from this section.  

    2. The value in this field should be in numeric format.

    3. The value in this field can be empty

  15. Per Order Limit

    1. Administrators can set per order limit for a particular customer from this section. 

    2. The value in this field should be in numeric format.

    3. The value in this field can be empty.

Customer Address

A.) Mandatory Columns
  1. User name 

  2. First Name

  3. Last Name

  4. Display Name

  5. Address 1 

  6. Address 2

  7. Country Name

  8. State Name

  9. City Name

  10. Postal Code

  11. Phone Number

B.) Requirements of each column in CSV file
  1. User name  

    1. Administrators can Import Usernames from this section.

    2. This column can not be empty and should be without spaces while creating a new import.

    3. Input must be available as a Username saved against any existing User.

  2. First Name

    1. Administrators can Import their First Names from this section.

    2. The value in this field should be alphabetical.

    3. This column can not be empty while creating a new import

  3. Last Name

    1. Administrators can Import their First Name from this section

    2. The value in this field should be alphabetical.

    3. This column can not be empty while creating a new import

  4. Display Name

    1. Administrators can Import Display Name from this section

    2. This column can not be empty while creating a new import

  5. Address 1  

    1. Administrators can Import Address 1 from this section.

    2. This column can not be empty while creating a new import

  6. Address 2

    1. Administrators can Import Address 2 from this section

  7. Country Name

    1. Administrators can Import Country Names from this section.

    2. Input must include any Country that is associated with the Store.

    3. This column can not be empty while creating a new import and input in this column should be without spaces.

  8. State Name

    1. Administrators can Import State Names from this section.

    2. This column can not be empty while creating a new import and input in this column should be without spaces.

  9. City Name

    1. Administrators can Import City Name from this section

    2. This column can not be empty while creating a new import and input in this column should be without spaces.

  10. Postal Code

    1. Administrators can Import Postal Code from this section

    2. This column can not be empty while creating a new import and input in this column should be without spaces.

  11. Phone Number

    1. Administrators can Import Phone Numbers from this section

    2. This column can not be empty while creating a new import and input in this column should be without spaces.

Product Association

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Product Association:

  1. Parent SKU

  2. Child SKU

  3. Display Order

  4. Is Default

  5. Quantity

B.) Requirements of each column in CSV file
  1. Parent SKU

    1. Administrators can Import Parent SKU from this section.

    2. The value added in this column will have child products associated with it.

    3. The value in this field can be alphanumeric.

    4. The value in this field can not be empty. 

  2. Child SKU

    1. Administrators can Import Child SKU from this section.

    2. The value added in this column will have Parent's products associated with it.

    3. The value in this field can be alphanumeric.

    4. The value in this field can not be empty.

  3. Display Order

    1. Administrators can set the display order from this section. 

    2. Display order decides the precedence of the Product Association. 

    3. The value in this field should be numeric.

    4. The value in this field can not remain empty while creating a new import.

  4. Is Default

    1. Administrators can set the product association as default from this section.

    2. The value in this field should be either true or false.

    3. The value in this field can not remain empty while creating a new import.

  5. Quantity

    1. Administrators can define the quantity of the products from this section. 

    2. The value in this field can not remain empty while creating a new import.


SEO details

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the SEO Details:

  1. Import Type    

  2. Code    

  3. SEO Url    

  4. Is Active

  5. Redirect From

  6. Redirect To

  7. Robot Tag

B.) Requirements of each column in CSV file
  1. Import Type

    1. The administrator can select Import Type from this section

    2. Input must be available as any predefined value.

  2. Code

    1. This column can not be empty while creating a new import.

  3. SEO Url

    1. Input must be unique.

    2. The input value is required in an alphanumeric format without spaces. Hyphen or Underscore can be used.

  4. Is Active

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

  5. Redirect From

    1. Duplicate records must be excluded from the import/update file.

    2. Data records Should be valid like this column should not be empty while import

  6. Redirect To

    1. Data records Should be valid like this column should not be empty while import

  7. Robot Tag

    1. Input must include a value from the defined values.

Brand

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Brand:

  1. Brand Code

  2. Is Active

  3. Brand Description

  4. SEO Keyword

  5. SEO Description

  6. Brand Logo

  7. SEO Title

  8. SEO Friendly Page Name

  9. URL Key

  10. Custom 1

B.) Requirements of each column in CSV file
  1. Brand Code

    1. Administrators can use a value that is not associated with any other Brand and exists as a Code value saved against the product attribute Brand.

    2. The value of this column cannot remain empty during import/update.

  2. Is Active

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

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

  3. Brand Description

    1. Administrators can save any value in this field.

    2. The added content gets saved in the source code of this field so that once the import/update process is completed, the application can directly display the formatted content for the Brand.

    3. When no value is added during import/update, the empty value is saved.

  4. SEO Keyword

    1. Administrators can save any value in this field with the maximum character limit of 300.

    2. When no value is added during import/update, the empty value is saved.

  5. SEO Description

    1. Administrators can save any value in this field with the maximum character limit of 300.

    2. When no value is added during import/update, the empty value is saved.

  6. Brand Logo

    1. Administrators can save a file name with the extension that is already available in the Media Explorer.

  7. SEO Title

    1. Users should be allowed to save any value in this field with the maximum character limit of 200.

    2. When no value is added during import/update, the empty value is saved.

  8. SEO Friendly Page Name

    1. Administrators can save any value in this field with the maximum character limit of 300.

    2. The value of this column can be in an alphanumeric format without spaces and only hyphens or Underscore are allowed.

    3. When no value is added during import/update, the empty value is saved.

  9. URL Key

    1. Administrators can save any value in this field with the maximum character limit of 200.

    2. When no value is added during import/update, the empty value is saved.

  10. Custom 

    1. Administrators can save any value in this field without any character limit.

    2. When no value is added during import/update, the empty value is saved.


Highlight

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Highlight:

  1. Highlight Code    

  2. Highlight Name    

B.) Requirements of each column in CSV file
  1. Highlight Code

    1. Input must be available as a Value Code saved against Highlights Attribute that has not been used to create any other Highlight.

    2. The input value is required in an alphanumeric format without spaces.

    3. Duplicate records must be excluded from the import/update file.

  1. Display Pop-up

    1. The value of this column should be either 1 or 0 OR True or False    

  1. Highlight Type

    1. Input must be available as any predefined value for this column.

  1. Is Active

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

  2. Display Order

    1. Input must be a positive numeric value greater than 0 for this column while import.

    2. Input must be an integer value between 1 and 999 for this column while importing.            

Addon Association

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Addon Association:

  1. SKU

  2. AddonGroupName

  3. AddOnSKU

B.) Requirements of each column in CSV file
  1. SKU

    1. Input must be available as an SKU saved against any existing product.

    2. Duplicate records must be excluded from the import/update file.

  1. AddonGroupName

    1. Input must be available as a Group Name saved against any existing Add-on Group.

    2. Duplicate records must be excluded from the import/update file.

  1. AddOnSKU

    1. Input must be available as an SKU saved against any existing product.

    2. Duplicate records must be excluded from the import/update file.

  1. DisplayOrder

    1. Input must be an integer value between 1 and 999.

  1. Is Default

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

Attribute Default Value

A.) Mandatory Columns

Following are the columns that should be included in the CSV file to import the Attribute Default Value:

  1. Attribute Code

  2. Attribute Default Value Code

  3. Attribute Default Value

B.) Requirements of each column in CSV file
  1. Attribute Code

    1. In this Column, Input must be available as a Code saved against any existing Attribute.

  1. Attribute Default Value Code

    1. Duplicate records must be excluded from the import/update file.

    2. The input value is required in an alphanumeric format without spaces.

  1. Is Editable

    1. The value of this column should be either 1 or 0 OR True or False

  1. Display Order

    1. Input must be an integer value between 1 and 99999

  1. Is Default

    1. The value of this column should be either 1 or 0 OR True or False

Voucher

A.) 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 Amount

  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. The username column is mandatory for updates.

B.) 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. a 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

A.) 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

B.) 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

A.) 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

B.) 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 of 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 Statuses

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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