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.
Figure 1 The Product Importing Process The product import process requires the following two inputs:
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:
The View Imports page is displayed, as shown in Figure 2.
Figure 2 Accessing the View Imports Page
The New Import page is displayed, as shown in Figure 3.
Figure 3 Viewing the New Import Page
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.
The file name is displayed in the text box beside File, as shown in Figure 3.
The Upload Complete page is displayed, as shown in Figure 4.
Figure 4 Viewing the Upload Complete Page
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.
Figure 5 Viewing the Process Import Page
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.
The View Import page with the import name and status of the import file is displayed, as shown in Figure 6.
Figure 6 Viewing the Status of the Import
The Import Details page is displayed, as shown in Figure 7.
Figure 7 The Import Details Page
The Import Details page is displayed, shown in Figure 8, giving you an option to view the imported products.
Figure 8 Viewing Import Results
The View Results page listing the imported products is displayed, as shown in Figure 9.
Figure 9 Viewing the Imported Products
Figure 10 The Product Details Page |