Home > SI Documentation (v13) > User Guide > Catalog > Product Explorer > Adding Products > Import Products

Import Products



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


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



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. You can use existing spreadsheets or you can copy and paste from your spreadsheets into a template file. If you would like a template of all the available fields in SI, click here.

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


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You will need to map the columns in your CSV file to Database Fields in the SI Catalog. Some fields will be pre-mapped if they are an exact match or if they are a close match. At this point only the Model field is required to map. Prior to importing you will need to assign a Manufacturer to each product but you can do this later with the Mass Update function once you get through the Map CSV File steps.


Also, if coming from SI5 to SI, all fields with new names in SI 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".


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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. They 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":


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Step 4


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


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Import Editor


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


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





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





All of the records in the file


Filters to Items not currently in your SI Catalog


Filters to Items that currently exist in your SI Catalog


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


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


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


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



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.





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.





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




Mark as New

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


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




Check for Matches

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





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.


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.


This will delete an item from the Import Editor.


Learn About


Downloading Products

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