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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).
- Each excel line musrmust represent a product.
- In your excel file 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.
Each excel line must represent a product.
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 all prices in 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 the 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 the organization's default currency By design,our system requires all products to be activated in the 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 "product price unit was not found". |
Product Type Category Field
This field is for defining if the products you are about to import / update are common products (subscription-based or one-off products) or they are asset products. This field is compulsory if you define that your excel includes asset products.
If the products you are about to import or update are Microsoft ESD or Avast AVG products, you must select the option "Asset Product Type". The AVG and ESD products are license-based products that are handled as assets in our system and you need to define it during the import. Asset product products will be also the Microsoft RIs and the Microsoft Software licenses that we will support soon.
For all the rest products, you must select the "Common Product Type" option.
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You cannot mix assets and non-asset products in the same excel file since the product type category field is compulsory. |
Product Type Field
This is an optional drop-down field that includes all your product types that belong to the category you defined in "product type category" field.
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 corresponding 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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For asset products this fields field is locked and always "Recurring Charge - Prepaid" Since all asset products have this pricing type, this field will be preselected and disabled if you select the asset product type category. |
Table of Contents
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Can a tenant reseller use the importer tool? A tenant reseller can use the importer but he cannot import products related with the services he resells from the distributor. This means that in the first step he cannot select a product type that belongs to one of the services he resells from his distributor. |