CSV Import / Export
Learning Objective
The CSV Import/Export module allows you to download product data which you can then edit in your spreadsheet program. A CSV (comma-separated values) file stores information in a simple structured format, allowing you to open the file in almost any spreadsheet application.
By the end of this guide you will be able to:
Import new products using a CSV
Update products using a CSV
Export products using a CSV
Contents
Pre-information
CSVs are case-sensitive. You should format your data the same way to avoid duplication when importing into the admin. For example, Nike and nike will be counted as separate brands when imported, therefore you must decide on a format and be consistent with it at all times.
Whilst the Visualsoft platform allows .csv, .xls, .xlsx, and .osd formatted files, we recommend the .csv format for import files.
If using numbers or excel, ensure that data has not been interpreted incorrectly - an example of this can be with barcodes, excel is known to read (and save) values beginning with a zero incorrectly unless told otherwise.
Before you can run an import on your site, all products need to have a unique Parent and Child Reference combination.
Parent products are the main product (Shirt), whereas Child Products are the SKU of the main product (Blue shirt in small, Blue shirt in medium, etc).
Each Child product must have its own row in the CSV.
Finding the Import/Export Screen
To find the product import/export screen in your admin you must go to Catalogue > Manage Products > CSV Import/Export:
When the page loads you will see a user guide and tabs on the left-hand side. Here you will find options for 'Export' and 'Import'. There is an Import Helper which will assist in resolving any errors or warnings that are displayed during the CSV import stage.
Exporting Products
Exporting products is covered first, mainly because Importing products with a CSV can be made much easier by exporting a product already created first. This provides you with a template that can be used, you simply need to remove the data but keep the column headers.
This is the export screen:
This screen allows you to choose which elements of product data you wish to export. The following column headers will always appear on an export file:
VS Parent ID
VS Child ID
Parent Reference
Child Reference
These columns are also required when updating products that already exist - if this data does not match existing products you will create a new product or edit your data in a way you did not mean to
If your website is a multi-site, you will also have the option of choosing which site you wish to export data from using the drop-down box next to Website Selection:
When you initially load the page it will assume you want to export the specified data for all products. If you want to export a selection of products, click on edit to be taken back to the Catalogue menu:
From this screen you can filter your data and use the buttons to export all items in a filter, or just those selected:
Column Headers
Each selection made on the export page corresponds to different information. As there are many options to pick from they have been included in the drop-down here:
Importing a CSV
To import a file select the Product Import tab. It is recommended that you upload your file using the .csv format, as mentioned previously. Select Click here to select a file and select the file you wish to use.
Once the file is selected you will have a screen appear. This screen shows how the import tool will process your data. It is important to check that your expected columns match the import tools assumptions in Uploaded Line 1. If you would like to change the mapping or have columns that could not be mapped please select or enable advanced options. If you are happy to proceed, please select Continue with the import:
Enabling Advanced Options
Clicking Enable Advanced Options will allow you to map data using drop down boxes. Once done you can click continue.
Multi-Site Admins
If you have a multi-site admin (where you use one admin for multiple Visualsoft websites), it is extremely important that, before you complete the import, you confirm which website you are wanting to update.
As part of the Advanced Options menu, you are presented with a drop-down called 'Website Selection'. From here, you can select which website you're wanting to update.
If you don't select a specific website then all websites will be updated with the details on the CSV. This may cause serious repercussions and we strongly recommend that you check this before confirming the import.
Image below shows what to expect:
Analysis - Errors and Warnings
As the file is processed an analysis will be completed. The desired outcome is one where no errors or warnings are generated:
You may, however, have the following show:
Errors: These are highlighted in red. These are problems that will prevent an import from starting as the file will cause a major problem if it were to be imported. Until the errors are rectified, the import will not start. You will need to go back to the file and make the required changes, save the file and then run the import again into the admin if this happens. Information for the error will be presented to aid you in debugging.
Warnings: These are highlighted in orange. Whilst less important than errors, they are worth resolving as they can point out small mistakes with your data that you may have missed. You can still import the file with warnings as these serve as a notification only. You can run the import without resolving the warnings but you do so at the risk of amending your data in ways you were not expecting.
Notices: These are highlighted in black and inform you of what the import is going to do and how the data is going to work. Most commonly, this will notify you how many parent and child products are going to be added.
Completing Your Import
The final step in the process is to start the import by selecting Start Import.
Depending on how much data you are importing, the process could take some time. Imports run in the background allowing you to leave this screen. You can then come back a few hours later to check on the progress. When your import finishes you be presented with this screen:
Summary
You now have the knowledge to export data to CSV and import data using the import function. From here you can create new products and amend existing ones at your leisure.
Further Reading
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