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| In the first step of the Import tool you will be asked to upload the excel file that includes the products you want to import or update. You have also some options that unlock advanced features of the importer like settings values for product type characteristics or setting prices for all your recurring billing cycles. |
Uploading your Excel File
Selecting the "Import Products" action, a wizard opens asking to choose an excel file. This excel file will include the products (with all details) you want to import / update.
The file can be an Excel workbook (*.xlsx) or an Excel 97-2003 Workbook (*.xls).
In your excel file the first line must be the column headers for the importer to have a "name" for each column. You can name your columns as you wish.
Setting the Generic Options
After uploading your excel file, the following fields are displayed:
Excel Sheet Field
This is a drop down field with all excel file sheets and by default it is filled in with the first excel sheet. You must select the sheet that includes your products data.
Currency Field
This is a compulsory field because the importer imports and updates all prices only in a single currency each timein the excel file must be for the same currency. This field includes all the currencies that are enabled for your organization and by default it is filled with organization's default currency. You must select a currency for the importer to know in which currency are the sell and purchase prices you have included in the excel file.
If you have products that are available in more than one currencies you must run the importer multiple times, once per currency. For updating the products prices in all currencies, you must create an excel sheet for each currency and upload them separately.
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Your new products must be initially imported with prices in organization's default currency By design,our system requires all products to be activated in organization's default currency. This means that when you import new products the selected currency must be your organization's default currency. You can of course afterwards import prices in other currencies too (by running the importer for the second currency), but the initial import must be in the default currency. If you don't follow this rule, the import of the new products will fail with the error message "x number of products have not been created since prices for organization's default currency have not been defined" |
Product Type Field
This is an optional drop down field that includes all your product types.
You should define a value for this field if all your products in your excel file are of the same product type and you want during the import to define also values for the product and order characteristics of the product type. By selecting a product type in the first step of the wizard, in the next step (the fields mapping step) all the product type characteristics will be loaded for mapping them with excel columns.
You should not define a value for this field if in your excel file you have products that belong to different product types. If you don't select a product type in the first step of the wizard, in the next step a field called "Product Type" will be displayed for mapping it with the correspondent excel column that keeps the product type value for each product in your excel file. But in this scenario you will not be able to define any values for the product types characteristics, you will be able to define only the type of the product.
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You cannot import products that have compulsory product type characteristics if you don't define the product type in the the first step Products that belong to a product type with at least one compulsory product type characteristic, can be imported only by selecting their product type in their first step. This is necessary because the system must load in the next step all the characteristics for defining values at least for the compulsory ones. |
Pricing Type Field
This is an optional drop down field with platform's available product pricing options: One time charge, Recurring charge - Prepaid and Recurring charge - Pay-per-use.
You should define a value for this field if all your products in your excel file have the same pricing type (e.g they are all recurring products with monthly or annual billing cycle). By selecting a pricing type in the first step of the wizard, in the next step you will be able to define prices for all available units of the specific pricing type. This means that for recurring products for example, you will be able to set the sell and purchase prices for all recurring units.
You should not define a value for this field if in your excel file you have products that belong to different pricing types (e.g you have both recurring and one-off products in your excel). If you don't select a pricing type in the first step of the wizard, in the next step you will be asked to define the "pricing type" for each product and also the sell and purchase price for the default unit. For one-off products you will be asked also to define the "unit group" since you may have more than one unit group that can be applied to your one-off products.
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