Importing Products

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ConcourseSuite supports importing of products in a group to form a product catalog, as shown in Figure 1. This product catalog can be displayed on your website or used to create quotes and attach to an account.

 

product_importing

Figure 1 The Product Importing Process

The product import process requires the following two inputs:

A Comma Separated Value (.CSV) file with a minimum of the following fields:
Product Name - to store the product name.
Product Category - to store product category.
Short Description - to store a short description of the product.
Long Description - to store a long description of the product.
Price - to store price description of the product.
Small Image - to store the name of the small image of the product.
Large Image - to store the name of the large image of the product.
Product Code - to store the product code.
A .ZIP file containing all the image files specified in the .CSV file.

Each row in the .CSV file corresponds to a unique product record imported into ConcourseSuite. You can assign more than one category to a product.

Note: While creating the .CSV file, you can use a category name, which does not exist in ConcourseSuite. A category with the category name specified in the .CSV file is then created.

To import the product details and the product images:

1.Click Import on the Products menu bar.

The View Imports page is displayed, as shown in Figure 2.

 

products_viewimports

Figure 2 Accessing the View Imports Page

2.Click the New Import link shown in Figure 2.

The New Import page is displayed, as shown in Figure 3.

 

products_importpage

Figure 3 Viewing the New Import Page

3.Enter the Name, Description, and Comments.
4.Click Browse in front of the Images field to select the .ZIP file containing the images of the products mentioned in the .CSV file.

The file name is displayed in the text box beside Images, as shown in Figure 3.

Note: To associate specific images to products, ensure the image file names are included in the .CSV file.

5.Click Browse in front of the field to select the .CSV file.

The file name is displayed in the text box beside File, as shown in Figure 3.

6.Click Save.

The Upload Complete page is displayed, as shown in Figure 4.

 

product_uploadcomplete

Figure 4 Viewing the Upload Complete Page

7.Click Process Now to initiate the processing of products.

You can click Process Later to save the import data and continue processing later.

Clicking Process Now displays the Process Import page, as shown in Figure 5.

 

product_process

Figure 5 Viewing the Process Import Page

8.Map the field names in your .CSV file to the corresponding field names in the Products module.

Mapping enables you to associate the fields defined in your product import file with the product related fields defined in ConcourseSuite. For example, the field Category in the .CSV file must be mapped to Category Name in the Products module.

9.Click Process Now to begin the processing.

The View Import page with the import name and status of the import file is displayed, as shown in Figure 6.

 

product_statusofimportprod

Figure 6 Viewing the Status of the Import

10. To approve the import, click the import name, as shown in Figure 6.

The Import Details page is displayed, as shown in Figure 7.

 

product_importdetails

Figure 7 The Import Details Page

11. Click Approve to complete the process of importing.

The Import Details page is displayed, shown in Figure 8, giving you an option to view the imported products.

 

product_importeddetails

Figure 8 Viewing Import Results

12. Click View Results.

The View Results page listing the imported products is displayed, as shown in Figure 9.

 

product_importedprods

Figure 9 Viewing the Imported Products

13. Click the product name to view its details shown in Figure 10.

 

imported_product

Figure 10 The Product Details Page