The article outlines the steps to Import new colours in bulk.
The import tool has a 'basic' & 'Full' template export option.
TABLE OF CONTENTS
- Download/ Save the export template
- Capture colour data into basic or full import template
- Import the completed basic or full import template
FOLLOW STEPS BELOW:
Download/ Save the export template
1. Navigate to Sync Admin -> Lookups -> Colours
2. Click on Import for csv files OR click the down arrow for Excel files
3. Click 'Save template to export & save the 'basic' template
4. OR click the down arrow to export & save the 'Full' template
5. Specify file location & name for saving
6. Click yes to open now
Capture colour data into basic or full import template
7. Capture data is per required & optional columns
8. Save the file as Excel or CSV
Basic
| FIELD | REQUIRED | DEFAULT VALUE | NOTES | CAN UPDATE INCORRECT VALUES IN IMPORTER |
| Colour | Yes | NA | Duplicates not allowed | Yes |
| Colour Code | Yes | NA | Duplicates not allowed | Yes |
Full
| FIELD | REQUIRED | DEFAULT VALUE | NOTES | CAN UPDATE INCORRECT VALUES IN IMPORTER |
| Colour | Yes | Yes | ||
| Colour Code | Yes | Yes | ||
| Shade | No | Yes | ||
| Base Colour | No | Yes | ||
| Colour Type | No | Yes | ||
| Active | No | True | Will use default if not populated | Yes |
| Vendor | No | Yes | ||
| In Cost Detail | No | False | Will use default if not populated | Yes |
| In Products | No | False | Will use default if not populated | Yes |
| In Logos | No | False | Will use default if not populated | Yes |
| Approved | No | False | Will use default if not populated | Yes |
| Comment | No | Yes |
Import the completed basic or full import template
9. Navigate to Sync Admin -> Lookups -> Colours
10. Click on Import for csv files OR click the down arrow for Excel files
11. Click 'Browse' to select the import file
12. Specify mapping for any column not correctly mapped
13. Specify a default value to use if cell is not populated
14. Click 'Validate Data'
15. View Import data or any errors
16. Correct errors in the importer or on original file (if on original file you must reload & map)
17. Choose to 'Halt on Error' or not
18. Click 'Import'
Halt on error will cause the entire import to fail at the first error. ie valid lines will not import.
NB. For a quick tutorial watch below
