Home > SIX 2013 Documentation > User Guide > Catalog > Product Explorer > Adding Products > Import Products

Import Products

Feature

 

This feature allows you to add/update Products in your SIX Catalog via a Comma Separated Value (CSV) file in Microsoft Excel.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/003_Adding_Products/002_Import_Products/import_button.jpg

What are the benefits of this feature?

 

You can add Products to your SIX Catalog via spreadsheet import. You can update multiple Products at one time and you can use Excel functions to accomplish the update.

When to use this feature?

 

When you want to add/edit multiple Products in your SIX Catalog. Updating pricing is a common use.

Details

 

The Import Products feature can be used to either add new Products to your Catalog, or you can update existing Products.

The spreadsheet must be in Comma Separated Values (CSV) format, also called Comma Delimited.

Map CSV File

 

Once a CSV file has been selected, the Map CSV File interface will open. Depending on your spreadsheet, you may not see all of the steps shown below.

Step 1

 

map csv 1.jpg

 

You will need to map the columns in your CSV file to Database Fields in the SIX Catalog. Some fields will be pre-mapped if they are an exact match or if they are a close match. At this point there are two required fields: Manufacturer and Model. However, Category is a required field and you can use the Mass Update feature in the Import Editor prior to import, see below.

 

Also, if coming from SI5 to SIX, all fields that new names in SIX will be pre-mapped, e.g. - "SKU" is now "Part Number". Any unmapped fields will not be imported.

Step 2

 

The second step of the wizard will list all Manufacturers for which exact matches to existing Manufacturers in your Catalog were not found. They will be defaulted to "Add as New" but you can click the "Map" link if you wish to map them manually to existing Manufacturers, e.g. your spreadsheet has "AT & T" but you know that in your Catalog you have them listed as "AT&T".

 

map csv 2 partial.jpg

Step 3

 

The third step of the wizard will list all Categories for which exact matches to existing Categories in your Catalog were not found. hey will be defaulted to "Add as New" but you can click the "Map" link if you wish to map them manually to existing Categories, e.g. your spreadsheet has "Speaker" but in your Catalog you have it pluralized as "Speakers":

 

map csv 3.jpg

Step 4

 

The last step is just a summary of the previous steps. Once you click [Finish], the Import Editor will open.

 

map csv 4.jpg

Import Editor

 

The Import Editor will open after the Map CSV File is complete and displays a preview of the data to be imported.

 

import editor.jpg

Import

 

You can import only New and/or Matched Products. You can import the entire file or just the selected records.

 

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Filter

 

The filter section of the ribbon allows you examine each classification of completeness:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/003_Adding_Products/002_Import_Products/filter_section.jpg

 

All

All of the records in the file

New

Filters to Items not currently in your SIX Catalog

Matched

Filters to Items that currently exist in your SIX Catalog

Close

Filters to Items that are considered close matches to Items in your SIX Catalog

Duplicate

Filters to records in the CSV file that are duplicates of each other based on Manufacturer and Model

Inadequate

Filters to records in the CSV file that are missing either Manufacturer, Model, or Category fields. These three fields are required.

Error

Filters to records that are considered errors, this could occur if there are headings in the body of the CSV file

Map

 

The map section of the filter allows you to re-map the Manufacturer, Model, and Category fields if you made a mistake in the Map CSV File interface.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/003_Adding_Products/002_Import_Products/map_section.jpg

Duplicate

 

For duplicate items in the spreadsheet, you can select the one you want to import and click the "Pick One From Duplicates" button. This will mark the selected item as New and remove the other item from the Import Editor.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/003_Adding_Products/002_Import_Products/pick_one_from_duplicates.jpg

Match

 

When you have a record selected that is a Close Match, all three functions in the Map section of the ribbon become active.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/003_Adding_Products/002_Import_Products/match_section.jpg

 

Mark as New

This will mark the Close Match as New and allow the product to be imported.

Match

This will open the Match CSV Products interface showing the close match in your SIX Catalog.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/003_Adding_Products/002_Import_Products/match_csv_product.jpg

 

Check for Matches

This will re-check the SIX Catalog to look for exact matches.

Manage

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/003_Adding_Products/002_Import_Products/manage_section.jpg

 

Mass Update

The Mass Update function will allow you to update multiple items in the Import Editor at one time. A common use for this would be if your CSV file did not have a Category column. You would need to update all items with an appropriate Category in order to import as Category is a required field.

Export

You can export selected items in the CSV file to a new CSV file. You might do this for all of the items that fail to import so you can then go correct the items and then import.

Delete

This will delete an item from the Import Editor.

Last modified
09:13, 18 Apr 2014

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