# Profiles

## How to start

To start drag'n'drop an XLS or XLSX file or click to browse for it.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2Fb1iKDOBj6eUvGowbjWwv%2Fimage.png?alt=media&#x26;token=0613646a-cc24-42fa-8f86-c97248f9a63a" alt=""><figcaption></figcaption></figure>

Wait for a file to be fully uploaded.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FRX4i20Po2yjQtRT9j3yV%2Fimage.png?alt=media&#x26;token=673c128b-d551-4293-8178-dc9296cf9e8e" alt=""><figcaption></figcaption></figure>

In case of an error, you will be notified about them.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FpGsUPPudFd6bgTeoinhZ%2Fimage.png?alt=media&#x26;token=75097745-4fd9-449b-8cb7-5502958eec4d" alt=""><figcaption></figcaption></figure>

Then click on the _Configure import_ button (if the popup/modal window will not automatically appear.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2Fssa8iSruQJqfTLNLYyef%2Fimage.png?alt=media&#x26;token=e7f38d69-9eab-4d82-ba14-17c5a031693e" alt=""><figcaption></figcaption></figure>

## 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.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FIryDqI9HevjARXJ76sav%2Fimage.png?alt=media&#x26;token=3b033b66-43a5-4bbb-a311-d7e6776355ee" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FhJj6rMgSvSipo3cxU5ve%2Fimage.png?alt=media&#x26;token=cdf9b278-0b69-4cbd-9b03-4403e5f63013" alt=""><figcaption></figcaption></figure>

&#x20;Columns without names will not be imported.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2Frxnmx1ig4fRMFPn1drHQ%2Fimage.png?alt=media&#x26;token=73f13ef5-02ac-41d8-80d3-d48f1492e279" alt=""><figcaption></figcaption></figure>

Click on the Next step button to proceed.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FPKvpu0aDW8lsMWm8e8lC%2Fimage.png?alt=media&#x26;token=9058b1af-7dc4-4497-a4cb-d8706fd90848" alt=""><figcaption></figcaption></figure>

From the left panel choose options that are right for you (some will be only visible if applicable).&#x20;

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FgrKzLiosRAkM0iA6q6Ck%2Fimage.png?alt=media&#x26;token=8ee516ed-2396-48a1-a0d2-96ed0e75d101" alt=""><figcaption></figcaption></figure>

* **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.

{% hint style="info" %}
Depending on the settings, products, categories, and attribute options can be set to create them if they are missing in Ergonode.
{% endhint %}



| 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 |

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FfCt5Hjiwrkilv8XangKx%2Fimage.png?alt=media&#x26;token=77fb4891-6150-4edd-9805-04ad1ad9df26" alt=""><figcaption></figcaption></figure>

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FBWMa54ANUHocwLrkmK0J%2Fimage.png?alt=media&#x26;token=8532f0de-0b24-4255-9e85-db966eccbd71" alt=""><figcaption></figcaption></figure>

If an attribute has a name it will be displayed by default, to see the attribute code, hover the mouse over it.

{% hint style="info" %}
The Globe icon indicates that this attribute is of the global type.
{% endhint %}

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FFtUwNIHX3cY4qJyF4F6D%2Fimage.png?alt=media&#x26;token=cf971c59-19a8-470c-9301-a3dcbc9e7be9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You may use the _Map automatically_ option to ask the system to map columns with entities that have the same name.&#x20;
{% endhint %}

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FaZrkIXGphKkF6vehXUMv%2Fimage.png?alt=media&#x26;token=a62f49e9-66bf-448b-8a22-e3a52af20edc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FqVHAO01Mf13syD90uRjW%2Fimage.png?alt=media&#x26;token=6fe8b73c-fd9d-4de8-b8d6-c338bcdf253c" alt=""><figcaption></figcaption></figure>

Mapping progress is indicated by progress status. Not all columns need to be mapped.&#x20;

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2Fohsa9mKQatbKubTioKIJ%2Fimage.png?alt=media&#x26;token=e1be83cd-9468-4cbf-82fa-65864ccb5fee" alt=""><figcaption></figcaption></figure>

It's possible to ignore a column from the import, to do so click on the slider to deactivate.

{% hint style="warning" %}
If a column is deactivated, it will be automatically removed from the import profile upon saving or importing.&#x20;
{% endhint %}

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FhcRkiV6wjuKXW23MTqDB%2Fimage.png?alt=media&#x26;token=c5f838be-c295-4ecc-b991-275ffdccb638" alt=""><figcaption></figcaption></figure>

## 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._

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2F3pLSvXWCJsvH7Kih8wMB%2Fimage.png?alt=media&#x26;token=f14f3189-85e7-4087-ad8b-b249ce154e5e" alt=""><figcaption></figcaption></figure>

Success will be indicated with a message.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2Fz91yw9OKKiHGV0qmjh3q%2Fimage.png?alt=media&#x26;token=3c8afab2-1730-4255-97a8-c412e0fa5a18" alt=""><figcaption></figcaption></figure>

In case of a situation where not all attributes are mapped (and are not set as disabled), you will be displayed a confirmation message.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2F8XzENsKghzfNePlAem80%2Fimage.png?alt=media&#x26;token=4c4b2c63-0a28-46a5-92e2-71993da2a2c9" alt=""><figcaption></figcaption></figure>

Clicking _Ignore columns and continue_ to save it anywa&#x79;_._ Clicking _Cancel_ will abort the process and highlight unmapped columns.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FK7OUBu10niJiIdMBbTzp%2Fimage.png?alt=media&#x26;token=1eee0ed2-1baa-408b-b9f6-835c1b840154" alt=""><figcaption></figcaption></figure>

## 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.&#x20;

&#x20;

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2F5W8kgJjClsEbh40ySbXd%2Fimage.png?alt=media&#x26;token=32616c61-ca79-4efc-93e5-efdfc95b4021" alt=""><figcaption></figcaption></figure>

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FBthkeG3HoJjiQhQLIAUz%2Fimage.png?alt=media&#x26;token=f0ea4afb-cfc5-4ba9-a68f-158c9dd4c0e9" alt=""><figcaption></figcaption></figure>

&#x20;  If succeed you will see a confirmation message.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2Fq9rgazKkOBQY5M0fKLqh%2Fimage.png?alt=media&#x26;token=fc3730a7-8a0a-4689-acf0-5d3a79b774ab" alt=""><figcaption></figcaption></figure>

In the case when not all columns are mapped, a proper notification will be displayed.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FqOV04W95EH6jTRxkrG5p%2Fimage.png?alt=media&#x26;token=b8ec19fa-a213-425d-b331-104b6baf5258" alt=""><figcaption></figcaption></figure>

&#x20;Click _Ignore and continue_ to start the import process anyway, or _Cancel_ to abort. If aborted unmapped columns will be highlighted.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2F0ihdJsCQAIRpLHqPDdXV%2Fimage.png?alt=media&#x26;token=11145097-b26b-481b-b419-af4d22be411c" alt=""><figcaption></figcaption></figure>

## Editing the profile

Saved profiles can be edited, to do so, click on the 3 dots menu and choose _Edit profile_.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FvcYmmY5zQpfiA2eOPl1X%2Fimage.png?alt=media&#x26;token=01385cfa-d00b-4ba0-8f35-062774b071c3" alt=""><figcaption></figcaption></figure>

Now you will be presented with three tabs; [General](https://app.gitbook.com/o/-MYEHeJzjM7kDdfKkmLk/s/M9BbYBbDPiJapb75xJ2k/~/changes/261/data-exchange/product-importer/profiles#general), [File setup](https://app.gitbook.com/o/-MYEHeJzjM7kDdfKkmLk/s/M9BbYBbDPiJapb75xJ2k/~/changes/261/data-exchange/product-importer/profiles#file-setup), and Mapper.

### General

Used to change the name of the profile.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2F6RK2v2TNo83OuZFasCcv%2Fimage.png?alt=media&#x26;token=01ad73e9-a49c-4c7c-baa6-a66d989862e1" alt=""><figcaption></figcaption></figure>

### File setup

This tab allows for changing selected sheets and a row where column titles are.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2F8kVULLLh8o34Xis7Ic0B%2Fimage.png?alt=media&#x26;token=3617c386-96b7-4dd0-bba7-49940939f426" alt=""><figcaption></figcaption></figure>

### Mapper

This tab brings you back to the mapper.&#x20;

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2Fkydkx1MdUvykQ2dlMazI%2Fimage.png?alt=media&#x26;token=c4815cd1-5471-472a-99e0-19e61dbc2477" alt=""><figcaption></figcaption></figure>

To delete a column in a saved profile click on the _bin icon_.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FTzYnu9VOK9d4d1mbLcPt%2Fimage.png?alt=media&#x26;token=2e37549c-3205-48f5-aef7-9ca6cbdcfbe2" alt=""><figcaption></figcaption></figure>

Then confirm your intent.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FQdpWENKo7Thlqq9AOYmv%2Fimage.png?alt=media&#x26;token=81a0eea0-4280-4348-a8ac-086fd2b304bd" alt=""><figcaption></figcaption></figure>

If succeded a proper message will be displayed.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FeaBbpXQcJrQQHOh2yrTd%2Fimage.png?alt=media&#x26;token=c81266be-ccf3-4390-a500-f0bd97bec899" alt=""><figcaption></figcaption></figure>

## 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.&#x20;

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FiSEDRAgJgwGnqVeyt2In%2Fimage.png?alt=media&#x26;token=f8771f7d-234a-41bc-95c0-daf791e196d8" alt=""><figcaption></figcaption></figure>

Or from the edit profile screen.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FsLIlwCWy09g0TjqGkCq8%2Fimage.png?alt=media&#x26;token=4dd52191-3e35-4be9-8375-ef65c0ffcb87" alt=""><figcaption></figcaption></figure>

When clicked a new window will show up. Drag and drop a file to it, or click to browse.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2F6wiPLNHBL6VYTJqvLFEt%2Fimage.png?alt=media&#x26;token=8934ddf8-f3d3-48c4-bb5e-4cce27e95b44" alt=""><figcaption></figcaption></figure>

The file uploading process will be indicated by the progress bar.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FSocBPUHHUJVmb5Grc1fk%2Fimage.png?alt=media&#x26;token=a2ed3c1e-f862-4352-abbe-d63b244d7ec4" alt=""><figcaption></figcaption></figure>

When done click on _Import now_ to start the import or _Cancel_ to abort.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FuIRjBq4G1VowYXcb11xu%2Fimage.png?alt=media&#x26;token=f4baa041-f99a-4937-87cb-1b3684c95eb4" alt=""><figcaption></figcaption></figure>

Successfully started import will be indicated with a proper message.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FvruQN6KwlhukBIDYHZs9%2Fimage.png?alt=media&#x26;token=d2e0d451-c763-48d3-9545-cc5b0ef7d6bb" alt=""><figcaption></figcaption></figure>

## Delete the saved profile

On the _Saved profile_ list click on the _three dots menu_ and select the _Delete profile_ option.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2Fzn2lplwFGAbj8ni34brr%2Fimage.png?alt=media&#x26;token=74c4be2d-0eb0-4a2b-95cc-03db092a09ea" alt=""><figcaption></figcaption></figure>

This can also be done when in profile edition mode.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FMr8mdzLJwwJf1r1JwJJt%2Fimage.png?alt=media&#x26;token=6aa05b31-76d3-418b-8f6b-9434d5dece30" alt=""><figcaption></figcaption></figure>

Confirm your choice.

<figure><img src="https://171427267-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FM9BbYBbDPiJapb75xJ2k%2Fuploads%2FWcPYIRdaSksLtnOiPNGt%2Fimage.png?alt=media&#x26;token=4a886c7d-1ac6-49d9-9b5a-78075d9bb12f" alt=""><figcaption></figcaption></figure>
