The article outlines the steps to Import new Product Types in bulk.

The import tool has a 'basic' & 'Full' template export option.


TABLE OF CONTENTS


FOLLOW STEPS BELOW:

 

Download/ Save the export template

1. Navigate to Sync Admin -> Lookups -> Product Types

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 product type data into basic or full import template

7. Capture data is per required & optional columns

8. Save the file as Excel or CSV


Basic

FIELDREQUIREDDEFAULT VALUENOTESCAN UPDATE INCORRECT VALUES IN IMPORTER
CodeYesNADuplicates not allowedYes
DescriptionYesNADuplicates not allowed
Yes


Full

FIELDREQUIREDDEFAULT VALUENOTESCAN UPDATE INCORRECT VALUES IN IMPORTER
CodeYes
Duplicates not allowed
Yes
TypeNo

Yes
DescriptionYes
Duplicates not allowed
Yes
MinimumNo

Yes
CbmNo

Yes
WeightNo

Yes
ActiveNoTrue
Yes
UDF_No
user defined fields
Yes
CF_No
custom fields, must conform to custom field config/ values
Yes


Import the completed basic or full import template

9. Navigate to Sync Admin -> Lookups -> Product Type

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'


Clicking validate data AFTER making in Importer changes will clear your edits



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