Item Import

November 26, 2021 06:10

Navigate to Utilities → Import → Item Import

Importing your products is the most efficient way to Add or Update your product catalog. Whether you're adding new products or making changes to existing ones, importing is the best way to make those changes in bulk.

It's as simple as drag and drop of your item file.

Great for converting from your current POS system, as we accept any file.

The Import will assess your file, ask the meaning of any column headers it does not recognize.

An email will be sent to you with the import status, how many items successfully import, how many fail with the reason for the fails.

Getting Started

You'll need access to a spreadsheet program that supports CSV files such as Excel or Google Sheets. Any other file type will not import.

Choosing an Import Template

You can download the sample template by clicking on the Download Sample link.

You can also create your custom import templates, and select only the product fields you want to include.

Select the required titles and download the CSV file.

The fields typically include:

Item ID: Unique item ID should be entered here, which are alphanumeric characters (do not use special characters or spaces).(Max Length 15 characters)
UPC: Unique UPC is entered here with alphanumeric characters (do not use special characters or spaces). The UPC can be an extension of the Item ID or completely different. But it should be unique. (Max Length 15 characters). If not entered, the default value is ItemID
Item Name: Name for the item should be entered (no special characters such as -, *, &, etc) (Max Length 50 characters)
Cost Price: The cost of purchasing the item. The cost price of the item is entered here, if it's left empty then it's taken as zero by the system.
Selling Price: The price at which the item is sold.
Department Name: The department to which the item belongs should be entered (This is the name of the department, not the ID). If creating a new department, enter a department that does not exist and the Import will automatically create it. (Max Length 50 characters). If not entered, the default value is DEFAULT.
Category Name: The specific category within the department. The category to which the item belongs should be entered (This is the name of the category, not the ID). If creating a new category, enter a category that does not exist, the import will automatically create it. (Max Length 50 characters) If not entered, the default value is DEFAULT.
Sub Category Name: Further sub-division of the category. The subcategory to which the item belongs should be entered (This is the name of the subcategory, not the ID). If creating a new subcategory that does not already exist, the import will automatically create it. (Max Length 50 characters) If not entered, the default value is DEFAULT.
Size Name: The size or dimensions of the item. The Size of the item is entered here (This is the name for the size, not the ID). (Max Length 50 characters). If not entered, the default value is blank.
Brand Name: The brand or manufacturer of the item. The brand of the item is entered here (This is the name for the brand, not the ID) (Max Length 50 characters). If not entered, the default value is blank.
Season Name: The season or collection to which the item belongs. The season of the item is entered here (This is the name for the season, not the ID) (Max Length 50 characters). If not entered, the default value is blank.
Color Name: The color of the item. The color of the item is entered here (This is the name for the color, not the ID) (Max Length 50 characters). If not entered, the default value is blank.
Style Name: The style or design of the item. The style of the item is entered here (This is the name for the style, not the ID) (Max Length 50 characters). If not entered, the default value is blank.
Item Type ID: Identifier for the item type. If the item is a store item the ID is 1, if it's a service item it's 2, if it's a package item it's 3, if it's a prepaid item it's 4, if it's a modifier item it's 5, if it's a variant item it's 6, if it's a CTO item it's 7 (NOTE: If creating a package (type 3) Status should be set to Inactive - as the package becomes active once items are added to the package). If not entered, the default value is 1.
Item Type: The type of the item. Items type can be entered here (Prepaid Items, Store Items, Package Items, Service Items, Modifier Items, etc.)
Status: The current status of the item. Enter the word "Active" or "Inactive", depending on what the user wants as the status of the item. If not entered, the default value is Active.
Tax Name: The name of the applicable tax. The tax of the item is entered here (This is the name for the tax, not the ID) (Max Length 50 characters). If not entered, the default value is blank.
Vendor Code: The code or identifier for the vendor supplying the item. The vendor code is used to identify the vendor when an item is created using the item import.
Vendor Name: The name of the vendor. The Vendor Name associated with the item should be entered. If not entered, the default value is Unassigned.
Discount Name: The name of any applicable discount for the item. The discount name attached to the item is entered here. This discount will be processed during sales transactions. If not entered, the default value is blank.
Master SKU: Enter the Master SKU under which multiple SKUs can be linked. Used when you have multiple items that you want to treat as one item (same item with different Item ID's such as every season the same item SKU changes)
Tax Inclusive: Indicates whether the selling price includes taxes. The tax-inclusive item is indicated by filling this field with 1 or leaving blank for tax exclusive. If not entered, the default value is blank
Serialization Level: Level of serialization for the item. If an item has serial numbers associated with it "Always" enter 1, "Sometimes" enter 2. If the serial number will not be added to the item left blank.
Royalty Level: If applicable, the level of royalty associated with the item. The royalty ID associated with the item is entered here. (Not utilized option)
Ecommerce Name: The name for the e-commerce site.
Product ID: Identifier for the product related to the item.
Consignment Flag: A flag indicating whether the item is on consignment.
Licensee Flag: A flag indicating whether the item is associated with a licensee.
Ecommerce Enabled Flag: A flag indicating whether the item is enabled for eCommerce.
Course Name: If applicable, the name of a course associated with the item. The course of the item is entered here (This is the name for the course, not the ID) (Max Length 50 characters). If not entered, the default value is blank.
Is Expiry Item: Indicates whether the item has an expiration date.
Vendor Alias: Alternative name or alias for the vendor. Enter another descriptor for a vendor. The descriptor is shown on the Purchase Order.
SKU Type ID: Identifier for the SKU type. The ID of the SKU Type in which the item belongs should be entered here.
SKU Type: The type or category of the stock-keeping unit. Enter the SKU type when using a scale or reading barcodes with embedded information.
Image URL: URL or file path pointing to the item's image.
Fee Name: The name of any additional fee associated with the item.
Tags: Relevant keywords or tags associated with the item.
Meta Data: Additional metadata or information about the item.
Enhanced Description: Detailed description or additional information about the item.
Minimum Order Level: The minimum quantity required when ordering the item.
Maximum Order Level: The maximum quantity allowed when ordering the item.
Reorder Level: The inventory level at which the item should be reordered.
Reorder Quantity: The quantity to reorder when the inventory reaches the reorder level.
Team: If applicable, the sports team associated with the item.
Player: If applicable, the player associated with the item.
Collection: If applicable, the collection or series of the item.
Play Off: If applicable, indicates whether the item is related to playoffs.
Outerwear Style: The style or design specifically for outerwear items.
Product Name: The name or title of the product.
Sales Channel: The channel or platform through which the item is sold.
UOM: Unit of measurement for the item (e.g., piece, pack, set).
Enable Auto Replenishment: Indicates whether auto-replenishment is enabled for the item.

These are just a few examples of the requirements you'll need to be aware of before importing. If you have any issues, see Troubleshooting | Data Import for help with several common scenarios that can occur.

Now, when you are ready with the import file, process with the steps below.

Importing Products

Go to Utilities → Import→ Click on Item Import
Upload Your File: Attach the Item file by simply Drag & Drop or upload your CSV file directly from your computer by browsing for it.
Click Continue when done.
Column Mapping: Once the file is loaded the column headers from the file will be displayed below the heading Column Name. In the case of the column header from the file exactly matching the Console field name this will be automatically mapped and this is displayed in the Map to Field.
You can map and make sure all of the column fields data you're importing has been matched to its equivalent setting on Console.
Enter the email address to which you will receive the status of your import.
Click Continue.
Import will be Initiated → Click Finish.
You will be taken back to the Import page, where at the bottom you can see a section 'Recent Imports' which will show the details and current status of the imported file.
Click on the Status (highlighted in blue color) to view the Status Report- This will list both Imported Records as well as Failed Records with a reason for the failure. You also have the option to Download the Failed Records by clicking on the Download button. You can correct the remaining failed record and precede to reimport them.
Once done you can see the Status as COMPLETED

Notes:

If mandatory columns are missing on an import, the status will be FAILED and Failed Reason will be displayed on the grid itself, under the Failed Reason column.
STAGING FAILED & PARTIALLY PROCESSED status will have the failed reasons/records displayed inside the Status Report.
When importing items, now the system checks for inactive attributes/classifications during console imports. If found, the import fails and an error report details the specific inactive elements for your review. Ensure all attributes/classifications are active before importing for a smooth process.

Articles in this section

Getting Started

Importing Products

Articles in this section

Comments