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Excerpt
In this step, you can match the excel columns with product fields. The available options in this step differ depending on the values you have defined for the "product type" and "pricing type" fields in the first step.

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  1. If a field is compulsory (* suffix), you must match it with an excel column and in your excel file you should have a valid value for this field for all the products. 
  2. For optional fields:
    1. You can ignore it and do not match it with an excel column
    2. The empty value is considered valid and the product will be created without any value for this field if there isn't any default value that can be applied
    3. The system will apply default values for:
      1. Some pricing options (check "pricing type fields" paragraph)
      2. Custom fields or product type properties that have default values defined in setup
  3. If you match a field (regardless if it's compulsory or optional) you must have valid values for this field for all your products. 
  4. A product will not be imported if there is even only one field with an invalid value.
  5. All number and currency values in your excel file must follow logged in user's culture. 

Product Details Fields

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The first section includes generic fields common for all products.

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FieldDescriptionAvailable Values
Product Name (compulsory)The name of the productany text
Product Code (compulsory)The code of the productany text

Product type

It will be present only if you haven't defined a value for the product type in the first step.

the product type of the productSetup > Billing > Products > Product Types
Category

Use this field for defining in which product catalogue category the product belongs.

any category from the Default Catalogue
Unit of Measure

The unit of measure of the product.

Setup > Billing > Products > Unit of Measure
Status

For setting the product as active or inactive.

If you don't match this field, all the products will be created as active.

 Set 1 for active and 0 for inactive
Taxable

If the product is taxable or not.

If you don't match this field, all the products will be created as taxable.

 Set 1 for taxable and 0 for not
Industry

For relating the product with one or more industries. The related industries must be separated in the excel file by ";".

Setup > Billing > Products > Industries
Price GroupThe price group of the product.Setup > Billing > Products > Price Groups

Primary / Add-on (compulsory)

It will not be present if for the pricing type in the first step you have selected is one-time charge or PPU type.

For defining if the product is a primary product or an add-onSet 1 if it's add-on, 0 if it's primary product

Avalara Tax Code

It will be available only if Avalara Tax engine is enabled

The tax code of the product. It will be used when you have enabled the Avalara tax engine in your BSS.a text with 8 characters
Retrieve from Product Type

For setting for this product that the avalara tax code will be retrieved from product type tax code.

If you don't match this field, all the products will have this field as true.


Set 1 for retrieving it from product type, 0 otherwise
Is Returnable


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It is displayed only when you have defined that you import/update asset products


If the product has return option, meaning that the cancel option will be available for assets of this product.

If you don't match this field, all the asset products will have this field as false.

Set 1 for true 0 for false

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You cannot import marketing material for your products using the Importer

The current version of the importer does not support importing your products' marketing material for publishing them in your Storefront. Also, by default, all imported products will not be published in the Storefront.


Product Type Fields

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This section is available only if you defined a product type in the first step. It displays the product type properties.

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  • It displays both the product and order characteristics. The order characteristics are displayed because for add-ons you can set values for order characteristics too.
  • The product characteristics that are compulsory must be mapped.
  • The order characteristics that are compulsory must be mapped too, but this mapping will be ignored for product lines. 
  • For optional properties that you haven't match them or you have an empty value in the excel file, the system will apply their default value (if exists).
  • The values you have defined in your excel for the product type properties must match the type of the property as defined in your BSS:
    • Text and Textarea properties. Any text is considered as a valid value
    • Number and currency properties. Any numeric field is considered as valid
    • Date properties. The values must be in the date format the logged-in user has defined in his profile.
    • Yes/No properties. Ser 1 for Yes and 0 for No
    • Drop-down and checkboxes properties. A valid value is any value included in the related values list.
    • Slider control properties. A numeric value between the slider's min and max value.

Pricing Type Fields

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This section includes all the pricing options of the products. The set of fields that will be available in the section varies depending on whether you have defined a pricing type in the first step. There are four modes for this section:

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FIeldDescriptionAvailable Values
Pricing Type

This is compulsory when you are in mixed mode because you need to define the pricing type for each product in your excel.

Status
titlemixed

  • "One Time Charge"
  • "Recurring charge - Prepaid"
  • "Recurring charge - Pay-per-use"
Billing Date

For setting the billing date of recurring products

if you don't match this field, for all recurring products will be "Customer's option"


Status
titlemixed
Status
colourYellow
titlerecurring
Status
colourBlue
titlePPU

  • "Customer's option"
  • "Exclude from prorata"
  • a number (e.g. 15) for setting a specific billing date.
Volume discount

For relating your product with a volume discount scheme you have defined in your BSS

Status
titlemixed
Status
colourYellow
titlerecurring
Status
colourGreen
titleone off
Status
colourBlue
titlePPU

Setup > Billing > Products > Volume discounts
Free Period

For defining the free period of your recurring products

if you don't match this field, for all recurring products the free period will be disabled.

Status
titlemixed
Status
colourYellow
titlerecurring

Set 1 for enabling free period and 0 otherwise
Usage Charge Rule

For defining if your recurring product will be billed partially or for the whole month

if you don't match this field, for all recurring products the charge rule will be partial

Status
titlemixed
Status
colourYellow
titlerecurring
Status
colourBlue
titlePPU

  • "partial"
  • "whole"
Term

For defining in months the price protected period for a recurring product

if you don't match this field, for all recurring products the term will be 0 (i.e no price protection period)

Status
titlemixed
Status
colourYellow
titlerecurring

A positive integer without any separator ("," or ".")
Upfront Billing

For defining if a recurring product is billed upfront or in arrears

if you don't match this field, for all recurring products the upfront billing will be enabled.

Status
titlemixed
Status
colourYellow
titlerecurring

Set 1 for upfront billing and 0 for in arrears
Unit Group

For defining for your one-off products their unit groups

Status
titlemixed
Status
colourGreen
titleone off

Setup > Billing > Products > Unit Groups
the "Recurring charge" unit group is excluded
Setup Fee Sell Price

For setting the setup fee of your recurring products

Status
titlemixed
Status
colourYellow
titlerecurring
Status
colourBlue
titlePPU

Zero or a positive amount
Setup Fee Purchase Price

For setting the cost price of the setup fee of your recurring products

Status
titlemixed
Status
colourYellow
titlerecurring
Status
colourBlue
titlePPU

Zero or a positive amount
Default Unit Sell Price

For setting the sell price of the product.

Status
titlemixed

Zero or a positive amount

  • Recurring or pay per use products. It will be the sell price of the default unit of the "Recurring Charge" unit group (e.g. of the month unit price)
  • One-off products. It will be the sell price of the default unit of the unit group defined for this product.


Default Unit Purchase Price

For setting the purchase price of the product.

Status
titlemixed

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The Default Unit Purchase Price is not compulsory after the 3.28.00 release, for both tenants and root organizations.  As a result, a tenant can utilize the Product Importer to update the sell prices by only mapping them with the corresponding excel column in order for the process to be executed successfully. 

1. Root organization: 

1.1 Create: By mapping only the sell price, the purchase price of the created product will be zero (0).
                    By mapping both the sell price and the purchase price, the product will be created based on the excel file.
1.2 Update: By mapping only the sell price, we keep the existing purchase price that the product already has.
                    By mapping both the sell price and the purchase price, the product will be updated based on the excel file. 

2. Tenant organization:

2.1 Create: If a tenant creates/imports a product with no product type (or non-inherited product type) and is mapped, then the purchase price of the created product will be zero (0).

2.1 Update: If a tenant does an update for either a non-inherited or inherited product, mapping only the sell price, we keep the existing purchase price that the product already has.
A tenant is able to update the inherited as well as the non-inherited products and create products at the same time with only one excel. However, if a tenant does an update by mapping the purchase price:

-For non-inherited products: We update the purchase price based on the excel.
-For inherited products: Even if the purchase price was mapped, we keep the existing purchase price that was inherited, since the tenant is not able to change the purchase price of the inherited products. Consequently, the following message indicated with this icon will appear at the end of the importer's mapping form:

  • The country tenant has the same rules applied as the simple tenant. Also, the same rules apply to assets.


Zero or positive amount

It follows the rules described for the sell price.



Sell and Purchase Price for each recurring billing cycle

The system will display a pair of fields for setting the sell and purchase price for each active unit in the "Recurring Charge" unit group

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Which billing cycles will be enabled for the imported recurring products?

  • The default unit (the monthly unit in the screenshot) will be enabled since it's compulsory and you must define a sell price for this unit for all your products. The purchase price is not compulsory.
  • The rest units that will be enabled will be only the units you have matched in your excel file. If for example, you have matched the monthly and annually units, all imported products will have only these 2 units. 
  • If you match a unit, all your products in excel must have a valid value for this unit. The empty value is accepted as a valid value and it corresponds to 0 value.
  • If a product has an invalid value for any of the selected units, it will not be imported.
  • You cannot have in your excel recurring products that have different billing cycles (e.g product A with monthly and annually units and product B with monthly and quarterly units). This is not possible since all the products in the excel must have valid values for all selected units.


Status
colourYellow
titlerecurring
Status
colourBlue
titlePPU

zero or positive amount.
Unit

For setting the unit of your one-off product.

Status
colourGreen
titleone off

any unit defined in selected unit group
Sell Price

The sell price of your one-off product. It will be the sell price of the selected unit

Status
colourGreen
titleone off

zero or positive amount.
Purchase Price

The purchase price of your one-off product. It will be the purchase price of the selected unit

Status
colourGreen
titleone off

zero or positive amount.
License Sell and Purchase Price

These fields are displayed for setting the sell and purchase price of your asset products.

Status
colourRed
titleAssets

zero or positive amount.

Custom Fields

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This section is available only if you have defined at least one custom field for your products.

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