The Product Import Wizard enables you to import physical products from a comma separated file (e.g. csv file). Before the import process, please make sure that the first row of the file has a column heading and you have at least read-only access.

The Product Import Wizard is an assistant that will guide you through the import process step-by-step.

 

Open the Product Import Wizard by clicking on the -symbol in the Revenue Import menu bar. Then the welcome page of the assistant will open.

 

 

Click “Next“ to move on to the next page of the assistant.

 

 

On this page you need to choose your importfile. If you know the complete path with file names, you can enter it in the field “file” (see 1. in the figure above) or you can use the file-assistant for selecting your file by clicking on the “…” button (see 2. in the figure above).

Once you’ve made your selection, the button “Next” will be activated.

 

Note: By clicking on „open sample file“ you can take a look at a sample file, save it locally and do a test run.

 

In the section “Distribution type“, you choose the product type (see 3. in the figure above).

 

Example: If the file you want to import contains physical product data such as CDs, DVDs, Blue Rays, etc., choose “Physical Media Products“ (see 3. in the figure above). The data will then be added automatically to the existing products of this type.

 

Once you’ve finished, click “Next“.

 

 

If you have already created a template during previous import processes, you can select it here. A template offers you the possibility to skip several set-up steps for recurring import processes and therefore save a lot of time. How to generate a template will be explained in a later step of the assistant.

 

Once you’ve made a selection, click “Next”.

 

Depending on whether or not you have selected a template on the previous page, the assistant will lead you to different pages.

 

The following page appears, if you did not select a template:

 

 

On this page you will choose the import settings, which are very important for form and content.

 

A background process has analysed your selected file in terms of separators and headers and shows you the result of the first 6 rows in the table preview. The identified separator will be shown in green letters (see 1. in figure above). If your file does not include a column heading in the first row, you need to uncheck the box “1. Row contains column headlines” (see 2. in figure above). The data preview will refresh immediately. If the result of the preview does not meet your expectations, you can try out different separators, until you reach the expected result. With the button “Auto Detect” (see 3. in figure above), the separators used in your file will be identified automatically.

 

In the section “Date and currency format“, you need to specify which date format is used in your file. It is very important to define whether the format is day.month.year or day/month/year, for example, and which separator is used.

 

You can either choose a format from the drop-down list, or define your own:

 

 

Selecting the used separator is very important for the correct identification of prices. Once you’ve made your selection, you can click “Next”.

 

Note: The settings for separators, column headings, date and currency format, etc. can be saved in a template!

 

Now you need to assign the column of your file to the columns of the required shema (see figure below).

 

 

The assignment of columns can easily be carried out by drag and drop. Click on a field of your file, hold the left mouse button and drag the field to the proper row on the right. It is very important that the source data type is the same as the target data type. In the figure above, you see the finished assignment.

 

If you click on “Delete assignment”, assignments will be deleted.

 

Note: The assignment can be saved in a template.

 

Once you’ve assigned all fields, you can click “Next“ and move on to the template page.

 

As mentioned before, you have the possibility to save all settings in a template. You can select this template for a new import process and don’t have to set it all up again. Just enter a template name and click “Save”.

 

Saving a template is optional, so you can proceed by clicking “Next“ if you don’t want to save a template.

 

 

The following preview page shows the data of the first 100 rows, according to your settings. If they are correct, you can click “Import”. If not, you can go back to the part that needs to be corrected.

 

Only files that comprise all data in all rows will be imported successfully.

If any data is missing, a list with all faulty rows will appear. If that is the case, you need to check the content of the file and start the import process anew. If you have saved a template, the new import attempt will be processed a lot faster.

 

If the import was successful, you will see the import result.

 

Note! If you import a valid file a second time, the products will not be created a second time. However, you will receive a success message with a relevant note (see figure below).

 

 

After the successful import process, the imported products will be displayed in the following “Revenue Import“ structure:

 

 

 

Related Topics

6 Additional Module Revenue Import