TABLE OF CONTENTS
- Import Introduction
- Imports Page
- Products Import
- Pricing Import
- Inventory Import
- Category Import
- Zip Code Import
- Product Attribute Import
- Category Association Import
- Catalog - Category Association Import
- Customer (User) Import
- Customer (User) Address Import
- Product Association Import
- SEO Details Import
- Brand Import
- Highlights Import
- Addon Association Import
- Attribute Default Value Import
- Voucher Import
- Account Import
- Synonyms Import
- Promotions Import
- Sales Rep Import
Import Introduction
Navigate to Dev Center > Imports
Administrators can use the Imports module to import or bulk update the following:
- Product - Create or update products
- Product Association - associate simple products with configured, bundled, or grouped products
- Product Attribute - Create new product attributes
- Attribute Default Value - Create or update the product attribute value list for simple select or multi-select product attributes (E.G. Colors, and sizes)
- Product Highlights - Create or update product highlights
- Addon Association - Associate add-ons to a product
- Pricing - Create or update prices in a price list
- Inventory - Create or update inventory for a product and warehouse
- Category - Create or update a category
- Category Association - Associate SKUs with a category
- Catalog Category Association - Associate categories to a catalog
- Zip Code - Create new Zip Codes
- Accounts - Create or update accounts
- Customers - Create or update users
- Customer Address - Create or update addresses for users
- SEO Details - Update SEO details on products, categories, and pages
- Vouchers - Create or update vouchers
- Synonyms - Create or update synonyms for a catalog
- Brands - Create or update brands
- Promotion - Create promotions for a store
They can also download the CSV templates to help organize and format the bulk import data.
Imports Page
The imports page shows the past imports and allows reviewing the status of the import.
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, Accounts, and SEO Details |
Select Discount Type | Select a Discount Type This field is available only for Import Promotion. |
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. |
Adding an Import
Navigate to Dev Center > Import & Export > "Add New" button
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 the 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.
Guidelines To Create A CSV File For Import/Update
It is recommended to download an existing template or to create a new template for any new product or category families as a starting point for creating a CSV file and include/exclude columns as per the requirements. The column requirements for each import type are described below.
Also, for a better import experience when dealing with special characters and other non-English characters, it is recommended to use UTF8 CSV.
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 to record and at least one succeeded record, the Import Status displays as “Completed With Errors” |
Failed | When any Import is completed and all the records are failed, the Import Status displays as “Failed” |
Note: The Import Status of Product Bulk Update initiated from the PIM >> Products page is also displayed on the Admin >> Imports list page.
Products Import
When importing you will need to choose the Product Family you want to import the product records.
If the SKU exists the record will be updated. If the SKU does not exist it will be created.
If you add additional product attributes to a family, create a new import template with those columns to see those new attributes. Also, if you changed any existing product attributes from not required to required, those fields will also be required for import.
Following are the columns that should be included in the CSV file to import the Products:
Column | Required | Notes |
ProductType | Required | One of these Values: SimpleProduct, ConfigurableProduct, BundleProduct, Grouped Product |
ProductName | Required | Text |
SKU | Required | Text |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
IsObsolete | Optional | One of these Values: 0, 1 O for No, and 1 for Yes |
Color | Optional | Must be an existing Color Code |
Size | Optional | Must be an existing Size Code |
HideFromSearch | Optional | One of these Values: 0, 1 O for No, and 1 for Yes |
IsDownloadable | Optional | One of these Values: 0, 1 O for No, and 1 for Yes |
Long Description | Optional | Text may contain HTML formatting |
Short Description | Optional | Text may contain HTML formatting |
ProductCode | Required | Text |
Product Specification | Optional | Text may contain HTML formatting |
FeatureDescription | Optional | Text may contain HTML formatting |
UPC | Optional | Text |
Assortment | Optional | Must be an existing Assortment of Code |
Call For Pricing | Optional | One of these Values: 0, 1 O for No, and 1 for Yes |
Brand | Optional | Must be an existing Brand Code |
Vendor | Optional | Must be an existing Vendor Code |
Highlights | Optional | Must be an existing Highlight code. Can Enter multiple items in these columns separated by commas |
Tags | Optional | Text may contain HTML formatting |
ProductImage | Optional | The file name of an image in the DAM |
GalleryImages | Optional | The file name of an image in the DAM. Can Enter multiple items in these columns separated by commas |
UOM | Optional | Must be an existing UOM Code |
Video1 | Optional | Text |
Video2 | Optional | Text |
MinimumQuantity | Required | Number, greater than 1 |
MaximumQuantity | Required | Number, greater than the Minimum Quantity |
OutOfStockOptions | Optional | One of these Values: DontTrackInventory, DisablePurchasing, AllowBackOrdering |
TypicalLeadTime | Optional | Text |
DisplayVariantsOnGrid | Optional | One of these Values: 0, 1 O for No, and 1 for Yes |
FreeShipping | Optional | One of these Values: 0, 1 O for No, and 1 for Yes |
ShippingCostRules | Required | One of these Values: WeightBasedRate, QuantityBasedRate, FlatRatePerItem, FixedRatePerItem |
Weight | Optional | Number |
Height | Optional | Number |
Width | Optional | Number |
Length | Optional | Number |
shipping information | Optional | Text may contain HTML formatting |
Container | Optional | Must be an existing Container Code |
PackageSizeFromRequest | Optional | Must be an existing PackageSizeFromRequest Code |
PackagingType | Optional | Must be an existing Packaging Type Code |
Pricing Import
When importing you need to choose the Price List you want to import the price records into.
If there are multiple tier prices, include multiple records in the file, one for each tier price. For these records, SKU and Tier Price are required.
If the SKU exists the record will be updated. If the SKU does not exist it will be created.
Following are the columns that should be included in the CSV file to import the Pricing:
Column | Required | Notes |
SKU | Required | Must be an existing SKU |
TierStartQuantity | Optional | Number (0 - 99999) |
RetailPrice | Required | Number (0 - 99999) and may have decimal places |
SalePrice | Optional | Number (0 - 99999) and may have decimal places |
TierPrice | Optional | Number (0 - 99999) and may have decimal places |
SKUActivationDate | Optional | The date is formatted as MM/DD/YYYY. It should be a future date. This field can remain empty when the Expiration date is used. |
SKUExpirationDate | Optional | The date is formatted as MM/DD/YYYY. It should be a future date and be a date greater than or equal to the activation date. This field can remain empty when the activation date is used |
Custom1 | Optional | Can be used to store custom values |
Custom2 | Optional | Can be used to store custom values |
Custom3 | Optional | Can be used to store custom values |
CostPrice | Optional | Number (0 - 99999) |
Inventory Import
If the same SKU is in multiple warehouses, include multiple records in the file, one for SKU/Warehouse combination.
If the SKU/Warehouse inventory record exists the inventory number will be updated. If the SKU/Warehouse inventory record does not exist it will be created.
Following are the columns that should be included in the CSV file to import the Inventory:
Column | Required | Notes |
SKU | Required | Must be an existing SKU |
Quantity | Required | Number (1 - 99999) |
ReOrderLevel | Optional | Number (1 - 99999) |
WarehouseCode | Required | Must be an existing Warehouse Code |
Category Import
When importing you need to choose the Category Family you want to import the category records.
If the Category Code exists the record will be updated. If the Category Code does not exist it will be created.
If you add additional category attributes to a family, create a new import template with those columns to see those new attributes. Also, if you changed any existing category attributes from not required to required, those fields will also be required for import.
Following are the columns that should be included in the CSV file to import the Category:
Column | Required | Notes |
CategoryCode | Required | Text |
CategoryName | Required | Text |
CategoryTitle | Required | Text |
long description | Optional | Text may contain HTML formatting |
short description | Optional | Text may contain HTML formatting |
DisplayOrderCategory | Required | Number (1 - 99999) |
AdditionalDescription | Optional | Text may contain HTML formatting |
CategoryBanner | Optional | Text may contain HTML formatting |
CategoryImage | Optional | Text |
ImageAltText | Optional | Text |
HideCategoryMenu | Optional | One of these Values: 0, 1 O for No, and 1 for Yes |
Zip Code Import
When importing you need to Select the Country you want to import the ZipCode records.
Following are the columns that should be included in the CSV file to import the Zip Code:
Column | Required | Notes |
CountryCode | Required | Text |
CountryFIPS | Required | Text |
CityName | Required | Text |
CityType | Required | Text |
StateCode | Required | Text |
StateFIPS | Required | Text |
Zip | Required | Text |
ZipType | Required | |
Latitude | Required | Number |
Longitude | Required | Number |
MSACode | Required | |
TimeZone | Required | |
UTC | Required | |
DST | Required |
Product Attribute Import
Following are the columns that should be included in the CSV file to import the Zip Code:
Column | Required | Notes |
AttributeName | Required | Text |
AttributeCode | Required | Text, alphanumeric only, must start with a letter, no spaces, and no special characters |
AttributeType | Required | One of these Values: Date, File, Image, Label, Link, Multi Select, Number, Simple Select Text, Text Area, Yes/No |
DisplayOrder | Optional | Number (1 - 99999) |
Category Association Import
To add a single product to different categories through import, there should be a separate record for each category to which this SKU is to be associated.
Following are the columns that should be included in the CSV file to import the Category SKU Association:
Column | Required | Notes |
CategoryCode | Required | Text, alphanumeric only, must start with a letter, no spaces, and no special characters |
SKU | Required | SKU must exist in the Znode PIM |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
DisplayOrder | Required | Number (1 - 99999) |
Catalog - Category Association Import
When importing you need to Select the Catalog you want to import the category hierarchy.
If the Parent/Category already exists for an add action the record will be ignored. If the Parent/Category does not exist for an add action it will be created.
The category association should be done at the parent-child hierarchy level, with parent records first, and child records after.
Following are the columns that should be included in the CSV file to import the Catalog Category Associations:
Column | Required | Notes |
ParentCode | Optional | Must be an existing Category Code Sequence Multi-level category association can be added to the parent code which should be separated using the “/” separator (E.G. ParentCategory/ChildCategory1/ChildCategory2) Maximum of 100 characters When blank the category will be a root-level category |
CategoryCode | Required | Must be an existing Category Code |
DisplayOrder | Required | Number (1 - 99999) |
Action | Required | One of these Values: Add, Delete Add - will create or update the association, Delete will remove an existing association |
Customer (User) Import
When importing you need to choose the Store you want to import the Customer (User) records.
If the User exists the record will be updated. If the User does not exist it will be created.
Following are the columns that should be included in the CSV file to import the Customers:
Column | Required | Notes |
Username | Required | Email Address (E.G. johndoe@company.com) |
FirstName | Required | Text |
LastName | Required | Text |
Required | Email Address (E.G. johndoe@company.com) | |
PhoneNumber | Required | Text |
EmailOptIn | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
SMSOptIn | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
ExternalId | Optional | Text |
CreatedDate | Optional | The date is formatted as MM/DD/YYYY |
ProfileName | Optional | |
AccountCode | Optional | Must be an existing Category Code |
DepartmentName | Optional | Must be an existing Account Department |
RoleName | Optional | One of these Values: User, Administrator, Manager Account Code must be entered to use this field. Required when AccountCode is entered. |
| Sales Rep Username | Optional | Must be an existing Sales Rep. |
PerOrderLimit | Optional | Number (0 - 99999) and may have decimal places |
PerOrderAnnualLimit | Optional | Number (0 - 99999) and may have decimal places |
BillingAccountNumber | Optional | Number (0 - 99999) and may have decimal places |
EnableUserShippingAddressSuggestion | Optional | One of these Values: Yes, No |
EnablePowerBIReportOnWebStore | Optional | One of these Values: Yes, No |
Custom1 | Optional | Can be used to store custom values |
Custom2 | Optional | Can be used to store custom values |
Custom3 | Optional | Can be used to store custom values |
Custom4 | Optional | Can be used to store custom values |
Custom5 | Optional | Can be used to store custom values |
Customer (User) Address Import
If there are multiple Addresses for a user, include multiple records in the file, one for each address, and give each a different display name.
Following are the columns that should be included in the CSV file to import the Customer Addresses:
Column | Required | Notes |
Username | Required | Email Address (E.G. johndoe@company.com) The User must exist in Znode |
DisplayName | Required | Text |
CompanyName | Required | Text |
FirstName | Required | Text |
LastName | Required | Text |
Address1 | Required | Text |
Address2 | Optional | Text |
CountryName | Required | Must be an existing Country Code The Country must be associated with the store |
StateName | Required | Must be an existing State Code |
CityName | Required | Text |
PostalCode | Required | Text |
PhoneNumber | Required | Text |
IsDefaultBilling | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
IsDefaultShipping | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
ExternalID | Optional | Text |
Product Association Import
Allows associated simple products to a Configured, Bundled, or Grouped product.
If there are multiple products you need to associate with a product, include multiple records in the file, one for each product you want to associate.
Following are the columns that should be included in the CSV file to import the Customer Addresses:
Column | Required | Notes |
ParentSku | Required | Must be an existing SKU |
ChildSKU | Required | Must be an existing SKU |
DisplayOrder | Required | Number (1 - 99999) |
IsDefault | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
Quantity | Optional | Number (1 - 99999) Required when associating with a Bundled product. |
SEO Details Import
Allows you to import SEO details or 301 redirects for Products and Categories.
When importing you need to choose the Store you want to import the SEO records.
Importing SEO Settings for Products and Categories
Following are the columns that should be included in the CSV file to import the SEO:
Column | Required | Notes |
ImportType | Required | One of these Values: Product, Category |
Code | Required | SKU - for Product Category Code - for Category |
IsRedirect | Leave Blank | Leave Blank |
MetaInformation | Optional | Text |
SEOUrl | Required | URL (without webstore URL and no / character) Must be a unique URL within Znode for all SEO entities |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
SEOTitle | Optional | Text |
SEO description | Optional | Text |
SEO keywords | Optional | Text (comma separated) |
RedirectFrom | Leave Blank | Leave Blank |
RedirectTo | Leave Blank | Leave Blank |
Enable Redirection | Leave Blank | Leave Blank |
CanonicalURL | Optional | Valid URL |
RobotTag | Optional | INDEX_FOLLOW, NOINDEX_FOLLOW, INDEX_NOFOLLOW, NOINDEX_NOFOLLOW, (or leave blank for None). |
Importing 301 Redirects for Products or Categories
Following are the columns that should be included in the CSV file to import the 301 redirects:
Column | Required | Notes |
ImportType | Required | One of these Values: Product, Category |
Code | Required | SKU - for Product Category Code - for Category |
IsRedirects | Required | The value: 1 |
MetaInformation | Leave Blank | Leave Blank |
SEOUrl | Required | Old URL (without webstore URL and no / character) |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
SEOTitle | Leave Blank | Leave Blank |
SEO description | Leave Blank | Leave Blank |
SEO keywords | Leave Blank | Leave Blank |
RedirectFrom | Required | Old URL (without webstore URL and no / character) |
RedirectTo | Required | New URL (without webstore URL and no / character) |
Enable Redirection | Required | The value: 1 |
CanonicalURL | Leave Blank | Leave Blank |
RobotTag | Leave Blank | Leave Blank |
Brand Import
If the Brand exists the record will be updated. If the Brand does not exist it will be created.
Following are the columns that should be included in the CSV file to import Brands:
Column | Required | Notes |
Brand Code | Required | Text, alphanumeric only, must start with a letter, no spaces, and no special characters |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
BrandDescription | Optional | Text - up to 300 characters |
SEO keywords | Optional | Text (comma separated) |
SEO description | Optional | Text - up to 300 characters |
BrandLogo | Optional | |
SEOTitle | Optional | Text - up to 200 characters |
SEOFriendlyPageName | Required | URL (without webstore URL and no / character) Must be a unique URL within Znode for all SEO entities. |
URLKey | Optional | Text - up to 200 characters |
Custom1 | Optional | Text |
Custom2 | Optional | Text |
Custom3 | Optional | Text |
Custom4 | Optional | Text |
Custom5 | Optional | Text |
Highlights Import
If the Highlight exists the record will be updated. If the Highlight does not exist it will be created. In the Marketing - Product Highlights.
Note: You must have created the highlight value in the Product Attribute Highlights, before importing here as the HighlightCode.
Following are the columns that should be included in the CSV file to import Highlights:
Column | Required | Notes |
HighlightCode | Required | Must be an existing Highlight Code from the product attribute Highlights Local/Values |
HighlightName | Required | Can be any value - No longer used - E.G. Enter the word “Highlight” |
DisplayPopup | Optional | One of these Values: 0, 1 O for Show Description, and 1 for Go to URL |
Hyperlink | Optional | URL (Should be entered when Display Popup = 1) |
HighlightType | Optional | DefaultHighlight |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
DisplayOrder | Required | Number (1 - 99999) |
HighlightImage | Optional | Leave Blank - No longer used |
HighlightImagePath | Optional | Leave Blank - No longer used |
Description | Optional | Text or HTML (Should be entered when Display Popup = 1) |
Short Description | Optional | Leave Blank - No longer used |
ImageAltTag | Optional | Leave Blank - No longer used |
Addon Association Import
Following are the columns that should be included in the CSV file to import Add On Associations for a Product:
Column | Required | Notes |
SKU | Required | Must be an existing Highlight Code from the product attribute Highlights Local/Values |
AddonGroupName | Required | Can be any value - No longer used - E.G. Enter the word “Highlight” |
AddOnSKU | Optional | One of these Values: 0, 1 O for Show Description, and 1 for Go to URL |
DisplayOrder | Required | Number (1 - 99999) |
IsDefault | Optional | One of these Values: 0, 1 O for No, and 1 for Yes Defaults to 0 when not entered |
Attribute Default Value Import
If the Value exists the record will be updated. If the value does not exist it will be created.
Do not include the same attribute default value code on more than one record in the same import.
Following are the columns that should be included in the CSV file to import Attribute Default Values:
Column | Required | Notes |
AttributeCode | Required | Must be an existing product Attribute Code The attribute you want to add the values to |
AttributeDefaultValueCode | Required | Text, alphanumeric only, must start with a letter, no spaces, and no special characters |
AttributeDefaultValue | Required | Text |
IsEditable | Optional | Leave blank |
DisplayOrder | Required | Number (1 - 99999) |
IsDefault | Optional | One of these Values: 0, 1 O for No, and 1 for Yes Defaults to 0 |
SwatchText | Optional | Text - hex color code starting with a # |
SwatchImage | Optional | The file name of an image in the DAM |
SwatchImagePath | Optional | Leave blank |
Voucher Import
If the Voucher exists the record will be updated. If the Voucher does not exist it will be created.
Following are the columns that should be included in the CSV file to import Vouchers:
Column | Required | Notes |
StoreCode | Required | Must be an existing Store Code |
VoucherNumber | Optional | Text, alphanumeric only - exactly 10 characters in length Must be a Unique Voucher Number When blank, a number will be auto-generated |
VoucherName | Required | Text - up to 100 characters |
VoucherAmount | Required | Number (0.01 - 99999) and may have decimal places |
RemainingAmount | Required | Number (0.01 - 99999) and may have decimal places Must equal the VoucherAmount |
RestrictVoucherToCustomer | Required | One of these Values: 0, 1 O for No, and 1 for Yes Defaults to 0 |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
Username | Optional | Must be a valid User Name for the Store specified. Required when Restrict Voucher To Customer = 1 |
Account Import
When importing you need to choose the Store you want to import the Account records.
If the Account exists the record will be updated. If the Account does not exist it will be created.
Following are the columns that should be included in the CSV file to import the Account:
Column | Required | Notes |
ParentAccountCode | Optional | Must be an existing Account Code |
AccountName | Required | Text - up to 100 characters |
AccountCode | Required | Text, alphanumeric only, must start with a letter, no spaces, and no special characters |
External ID | Optional | Text |
CatalogCode | Required | Must be an existing Catalog Code |
AddressName | Required | Text |
ComanyName | Required | Text |
FirstName | Required | Text |
LastName | Required | Text |
Address1 | Required | Text |
Address2 | Optional | Text |
CountryName | Required | Must be an existing Country Code The Country must be associated with the store |
StateName | Required | Must be an existing State Code |
CityName | Required | Text |
PostalCode | Required | Text |
PhoneNumber | Required | Text |
IsDefaultBilling | Required | One of these Values: 0, 1 O for No, and 1 for Yes Must be 1 for a new account |
IsDefaultShipping | Required | One of these Values: 0, 1 O for No, and 1 for Yes Must be 1 for a new account |
IsActive | Required | One of these Values: 0, 1 O for No, and 1 for Yes |
Synonyms Import
Following are the columns that should be included in the CSV file to import Synonyms to the search settings:
Column | Required | Notes |
Catalog Code | Required | Must be an existing Catalog Code |
SynonymCode | Required | Text, alphanumeric only, must start with a letter, no spaces, and no special characters |
RenameSynonymCode | Optional | Text, alphanumeric only, must start with a letter, no spaces, and no special characters |
OriginalTerm | Optional | Text ( pipe “|” separated) Up to 20 pipe-separated values, each value can be up to 100 characters Required when creating a new synonym, can be blank for an update |
ReplacedBy | Optional | Text ( pipe “|” separated) Up to 20 pipe-separated values, each value can be up to 100 characters Required when creating a new synonym, can be blank for an update |
IsBidirectional | Optional | One of these Values: 0, 1 O for No, and 1 for Yes Required when creating a new synonym, can be blank for an update |
Promotions Import
When importing you need to choose the Discount Type you want to import the Promotion records for.
Following are the columns that should be included in the CSV file to import Promotions:
Column | Required | Notes |
PromoCode | Required | Text, alphanumeric and special characters, no spaces - up to 200 characters |
Name | Required* | Text |
Description | Optional | Text - up to 100 characters |
StartDate | Required* | The date is formatted as MM/DD/YYYY. |
EndDate | Required* | The date is formatted as MM/DD/YYYY. Must be a date after the start date. |
DisplayOrder | Required* | Number (1 - 999) |
Store | Required* | Must be an existing Store Code Or the value: All stores |
Profile | Required* | Must be an existing Profile Code Or the value: All Profiles To associate multiple, use multiple rows with one code per row. |
IsCouponRequired | Required* | One of these Values: 0, 1 O for No, and 1 for Yes |
IsAllowedWithOtherCoupons | Required* | One of these Values: 0, 1 O for No, and 1 for Yes Required when Is Coupon Required = 1 |
PromotionalMessage | Required* | Text - up to 300 characters Required when Is Coupon Required = 1 |
CouponCode | Required* | Text, alphanumeric only, must start with a letter, no spaces, and no special characters - up to 20 characters Required when Is Coupon Required = 1 |
AvailableQuantity | Required* | Number (1 - 9999) Required when Is Coupon Required = 1 |
Catalog | See below | Must be an existing Catalog Code To associate multiple, use multiple rows with one code per row. |
Category | See below | Must be an existing Category Code To associate multiple, use multiple rows with one code per row. |
Shipping | See below | Must be an existing Shipping Method Code To associate multiple, use multiple rows with one code per row. |
Brand | See below | Must be an existing BrandCode To associate multiple, use multiple rows with one code per row. |
ProductsToDiscount | See below | Must be an existing SKU Multiple SKUs can not be entered. |
RequiredProducts | See below | Must be an existing SKU Multiple SKUs can not be entered. |
DiscountAmount | See below | Number (0.01 - 99999) and may have decimal places |
MinimumOrderAmount | See below | Number (0.01 - 99999) and may have decimal places |
MinimumQuantity | See below | Number (1 - 99999) |
CallForPricingMessage | See below | Text - up to 100 characters |
* Required for new promotion imports, not required when updating a promotion
Notes:
- Store Code, Promotion Code, Coupon Code, Requires A Coupon, and Is Allowed With Other Coupons cannot be updated through the update process
- Store code also cannot be updated for a Promotion/coupon once created
Additional Fields Required Based on Promotion Type
Promotion | Required Fields |
… Brand | Minimum Quantity, Minimum Order Amount, Brand |
… Catalog | Minimum Quantity, Minimum Order Amount, Catalog |
…Categories | Minimum Quantity, Minimum Order Amount, Category |
… Displayed Product Price | Products |
… Order | Minimum Order Amount |
…Products | Minimum Quantity, Minimum Order Amount, Product to Discount |
… Shipping | Minimum Order Amount |
… Shipping with Carrier | Minimum Order Amount, Shipping |
… X if Y is Purchased | Minimum Quantity, Product to Discount, Required Product, Product Quantity |
| Call for Price Message | Call for Pricing Message, Product to Discount |
Sales Rep Import
Following are the columns that should be included in the CSV file to import Sales Rep:
Column | Required | Notes |
Store Code | Required | Text, alphanumeric. No special characters, all stores can be accepted as a value here. |
User Name | Required | Text, alphanumeric - up to 100 characters, must be in valid email address format |
External ID/Code | Required | Numeric value - up to 100 numbers. |
First Name | Required | Text - up to 100 characters. |
| Last Name | Required | Text - up to 100 characters. |
| Phone Number | Optional | Numbers - up to 100 numbers |