Profiles
How to start
To start drag'n'drop an XLS or XLSX file or click to browse for it.
Wait for a file to be fully uploaded.
In case of an error, you will be notified about them.
Then click on the Configure import button (if the popup/modal window will not automatically appear.
Configuration
Select the row with column titles (multiple sheets are supported but import can only be done from one per profile), if an empty or incompatible row is selected it will be colored red, and a small error icon will appear on the right side of the window.
Multiple columns with the same name are not supported. If you see that message, you need to quit the process, make changes in the source file, and start all over again.
Columns without names will not be imported.
Click on the Next step button to proceed.
From the left panel choose options that are right for you (some will be only visible if applicable).
Language - choose the language to insert data to (only one language at the profile is supported)
Error processing - decide how the system should behave when errors occur
Template for new products (only shows up when the "Update only existing product option" is not chosen ) - choose the template that is used for new products
Import products - choose the system behavior for a product import
Mapping
Now map the columns from the file to entities in Ergonode. Depending on the type of the entity some extra option may appear.
Depending on the settings, products, categories, and attribute options can be set to create them if they are missing in Ergonode.
| Option | Description |
|---|---|
Map to codes | Tries to match value from the file to attribute code, if the "Create new if... " option is on, creating a new one if not matched |
Map to translation | Tries to match value from the file to attribute translation, if the "Create new if... " option is on, creating a new one if not matched |
Create a new if it cannot be mapped to ... | If on, creates a new value/option/category when not matched |
Identify product by this column | It's possible to identify the product not only by SKU but also by other values, this option defines it (only some attribute types are supported, if the attribute type is not supported this option will not appear) |
Folder path | Appears when an attribute type is file, gallery, or image. If a typed path does not exist it will be created. It's possible to use variables here. Please remember that all system type attribute begins with "esa" Ex: System attribute SKU has a code #esa_sku |
If an attribute has a name it will be displayed by default, to see the attribute code, hover the mouse over it.
The Globe icon indicates that this attribute is of the global type.
You may use the Map automatically option to ask the system to map columns with entities that have the same name.
Mapping progress is indicated by progress status. Not all columns need to be mapped.
It's possible to ignore a column from the import, to do so click on the slider to deactivate.
If a column is deactivated, it will be automatically removed from the import profile upon saving or importing.
Saving the profile
If your import profile is complete you may save it for later use. To do so click on Save profile, type the profile name, and click Save profile.
Success will be indicated with a message.
In case of a situation where not all attributes are mapped (and are not set as disabled), you will be displayed a confirmation message.
Clicking Ignore columns and continue to save it anyway. Clicking Cancel will abort the process and highlight unmapped columns.
Importing the data
When configuration and mapping are set and done, it's time to start importing the data. To do so, click on the Import now button in the right upper corner, and confirm the intent.
If succeed you will see a confirmation message.
In the case when not all columns are mapped, a proper notification will be displayed.
Click Ignore and continue to start the import process anyway, or Cancel to abort. If aborted unmapped columns will be highlighted.
Editing the profile
Saved profiles can be edited, to do so, click on the 3 dots menu and choose Edit profile.
Now you will be presented with three tabs; General, File setup, and Mapper.
General
Used to change the name of the profile.
File setup
This tab allows for changing selected sheets and a row where column titles are.
Mapper
This tab brings you back to the mapper.
To delete a column in a saved profile click on the bin icon.
Then confirm your intent.
If succeded a proper message will be displayed.
Upload a new file to the saved import profile
This can be done from two different places. The first one is straight from the Saved profiles list.
Or from the edit profile screen.
When clicked a new window will show up. Drag and drop a file to it, or click to browse.
The file uploading process will be indicated by the progress bar.
When done click on Import now to start the import or Cancel to abort.
Successfully started import will be indicated with a proper message.
Delete the saved profile
On the Saved profile list click on the three dots menu and select the Delete profile option.
This can also be done when in profile edition mode.
Confirm your choice.
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