Home > SI 2018 Documentation > User Guide > Catalog > Product Explorer > Adding Products > Add From Library > Portal.io


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The [Portal.io] button in the Library section of the ribbon in the Product Explorer allows you to download Products from Portal.io:


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This will load a list of products from Portal.io and the ribbon along the top of the [Add Products from Library] form will change:


portal ribbon.png



To download from Portal.io you must first register with them:


register button portal.png


This will open the following form where you can enter your key or you can sign up for a key if this is your first time using this feature:


portal register form.png


You can filter to the products you want to download many ways. There are checkboxes on the ribbon:


portal options.png


You can search filter by Category or by Manufacturer along the left side of the form:


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You can also Search specifically within a filter:


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You can choose how many records display on the page, from 10 to 50, and pagination controls will appear if your data exceeds the records per page:


records per page portal.png



One method to download the Products displaying on the page is to use the Download button on the Ribbon where you can choose "Selected" or "All":


portal download button.png


You can also select the Products you wish to download and click the Download button next to one of the selected Products:


portal download button on product.png


Another option is to select the Products that you want to download and drag them over to the Downloads section on the right side of the interface. Use [Shift] or [Ctrl] on your keyboard to select multiple products.


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The Suppliers icon will display if Portal.io has suppliers associated with a Product and the number indicates how many suppliers there are:




Clicking this button will open a form and allow you to download the Product with the chosen supplier's pricing (Unit Cost):


supplier pricing form.png



Note: If there is no supplied price you won't be able to download the product via this method. Instead use one of the other methods for downloading described above.



You can choose what fields you want to download (the default is all fields), as well as a few other options:


portal options dropdown.png


Mark downloaded products as approved

This option is checked by default. You may wish to uncheck this if you want to easily find products in your Catalog that you have not yet reviewed.

Ignore blank product field values

This option is checked by default. Having this checked will not overwrite a locally populated field with a blank field from the D-Tools Library when doing an update on a Product you have previously downloaded. For example: You downloaded a Product that had no MSRP value and no I/Os. You manually add the MSRP but request that D-Tools update the I/Os. You are notified that we have corrected the Product and added I/Os so you open the D-Tools Data Browser and choose to re-download the Product. You would want this box checked so it did not zero out the MSRP that you manually entered.

Download product thumbnail(s)

This will download the jpg thumbnail image for products.


Note: If you are downloading new products, e.g. ones that don't already exist in your Catalog, you can leave all of the Options selected. However, if you are downloading existing products with the purpose of just updating the MSRP or Unit Cost field for your exiting products, you may want to uncheck Category, Subcategory, and Short Description from the Options dropdown so these fields do not get overwritten:


portal options unchecked.png

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