The system provides organisations with the ability to import large amounts of data in bulk, using CSV files. For instance, you can gather products data, place this data in a CSV file under specific headings, and then upload the file. The system will then process the data overnight.
What steps do I need to follow to import product data in bulk?
1. Go into the Products module. Click on Action > Import.
2. You will be taken to the following screen. This is where you can upload CSV files, and view the results. You will first need to get a copy of the CSV file template needed.
Click on to save the template file to your computer.
3. The template file should look similar to the following. There are multiple fields to fill out, which are explained in further detail below.
The code of the category for the product. It can be found under administration -> product -> category.
- Required = Yes
- Format = Text (limited to 50 characters)
- Example = HARDWARE_886_B
The code of the sub-category for the product. The code of the category for the product. It can be found under administration -> product -> category -> category detail.
- Required = No
- Format = Text (limited to 50 characters)
- Example = HARDWARE_SUB
The name of the product.
- Required = Yes
- Format = Text (limited to 50 characters)
- Example = Ford Car
The full name of the product.
- Required = Yes
- Format = Text (limited to 50 characters)
- Example = Ford Car XSL DRM2
The finance code of the product.
- Required = No
- Format = Text (limited to 50 characters)
- Example = XSLDRM205
The code of the product.
- Required = Yes
- Format = Text (limited to 50 characters)
- Example = FORDCARXSLDRM
Any descriptive details related the product.
- Required = No
- Format = Text (50)
- Example = P_1
It indicates the status code of the product. (To add or view prodStatus, go to Administration -> Products -> Status)
- Required = No
- Format = Text (50)
- Example = ACTIVE_19_S
Applicable if the product comes in a multiple (e.g. a six-pack of beers).
- Required = Yes (if a multiple)
- Format = Number (limited to 3 digits)
- Example = 6
The code value of the quantity. These are found in Administration > General > Unit > Quantity.
- Required = Yes
- Format = Text (limited to 50 characters)
- Example = KG_UNIT
The cost of the product.
- Required = Yes
- Format = Number (limited to 9 digits)
- Example = 9.95
The currency code of the product.
- Required = Yes
- Format = Text (limited to 3 characters)
- Example = GBP
If the cost includes VAT, or if the VAT needs to be added to the cost.
- Required = Yes
- Format = Text (options are "INCLUSIVE" or "EXCLUSIVE")
- Example = INCLUSIVE
The smallest amount the customer can purchase in one transaction.
- Required = Yes
- Format = Number (limited to 3 digits)
- Example = 1
The largest amount the customer can purchase in one transaction.
- Required = Yes
- Format = Number (limited to 3 digits)
- Example = 10
The date when the product is first available for purchase, or the effective start price date.
- Required = Yes
- Format = Date (DD-MON-YYYY)
- Example = 01-JAN-2020
The date when the product is no longer available for purchase, or the effective end price date.
- Required = Yes
- Format = Date (DD-MON-YYYY)
- Example = 31-DEC-2020
A description of the given price.
- Required = Yes
- Format = Text (limited to 50 characters)
- Example = Summer Price
Free text field used to map the sale of this product to your finance system.
- Required = No
- Format = Text (limited to 50 characters)
- Example = 123
Free text field used to map the sale of this product to your finance system.
- Required = No
- Format = Text (limited to 50 characters)
- Example = ABC
Free text field used to map the sale of this product to your finance system.
- Required = No
- Format = Text (limited to 50 characters)
- Example = A1
Free text field used to map the sale of this product to your finance system.
- Required = No
- Format = Text (limited to 50 characters)
- Example = XXXX
Free text field used to map the sale of this product to your finance system.
- Required = No
- Format = Text (limited to 50 characters)
- Example = 321
Free text field used to map the sale of this product to your finance system.
- Required = No
- Format = Text (limited to 50 characters)
- Example = 321-321
The VAT code. This is found under Administration > Finance > Local Tax Legislation.
- Required = Yes
- Format = Text (limited to 9 characters)
- Example = STD_VAT
4. Insert all the details required, and save the changes you have made to the template file. Under "Import", upload the CSV file you have configured.
Click on
5. The data will be uploaded to your system overnight. You can return to this page to check the results of the file upload.
Note - You can add only one (single) advance price in the CSV upload.
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