Import Products via CSV

Created by Ezra Weinstein, Modified on Wed, 19 Oct 2022 at 04:33 PM by Hannah Harris

The CSV Import feature can be used to import your existing product catalog into Coreware, add new products quickly and easily, as well as update the product information and stock quantity.


Create the CSV Import File


Import the CSV File


You can create the CSV import file by exporting your catalog information from your current system and filling up the import list using the example CSV File that can be edited with a spreadsheet or text application.


Steps

  1. Go to the Products menu and select Products > CSV Import.
  2. Add a note or reason for the import in the Description field.
  3. Click Choose File and select the CSV Import file. Click the Import button.
  4. When imported successfully, a log on the import would be listed under the Import option. When the import fails, the system will notify the user of errors or duplicate data on the CSV file.


Importing New Products


The following are the required fields on the CSV file. The following fields must be included in the CSV for new products and the rest can be removed or left blank.


  • UPC_Code or Product_Code (at least one of these fields is necessary)
  • Description
  • Detailed_Description
  • List_Price


Updating Existing Products


In order to update products, you will only need a unique identifier and the fields you are looking to update. 

The following fields must be included in the CSV for new products and the rest can be removed or left blank.


  • UPC_Code or Product_Code (at least one of these fields is necessary)


Next Steps


Fill in as much information as you would need on the CSV file. Some fields allow for multiple values e.g. multiple image URLs for alternate images. If entering multiple values, the values must be separated with a “|”. The following fields allow multiple values:


  • Image_URLS
  • Product_Categories
  • Product_Tags


Additional Information

  • For product images, you can use any valid URL e.g. www.mywebsite.com/images/myimage.png. Image URLs should not point to a local file. If using images from Dropbox, note that the public dropbox link won’t work natively. A sample link when you click “Copy Link” from Dropbox would be: https://www.dropbox.com/s/ 9fvhxewu1pypsci/icn-security.png?dl=0. You have to replace the “dl=0” with “raw=1” otherwise it won’t work.


  • You can include the stock quantity information for each product in the Quantity column. Just make sure that the quantity applies only to the location where the product information would be imported. You can optionally include the total cost of inventory in the Total_Cost column.


  • You can include multiple product facets by adding a column for each facet and setting the column name to “Facet-XXXXX”, where “XXXXX” is the Facet Code e.g. Facet-COLOR, Facet-OUTPUT etc.


  • For any field ending in _quantity or _sale_price, you can also set a location with the code "location_'insert location code'_quantity" or "location_'insert location code'_sale_price"


IMPORTANT

  • Before importing, you will need to set up your Manufacturers, Product Categories, Product Facets, Product Tags, Locations and Product Price Types (if any) from the backend. The import will not work if any of the values you entered for the manufacturer, category, facet, product tag or location does not exist.


  • Make sure to check for any duplicate data on the CSV file and make sure that numeric values e.g. price, dimensions etc have the correct number format.


Example:

List of ALL valid column headers:

  • product_id
  • product_code
  • description
  • detailed_description
  • link_name
  • product_type
  • product_manufacturer
  • no_online_order
  • sort_order
  • internal_use_only

 

  • list_price
  • base_cost
  • manufacturer_advertised_price
  • minimum_price
  • product_price_type_code
  • user_type_code
  • location_code
  • start_date
  • end_date
  • product_price
  • location_<LOCATION_CODE>_sale_price

 

  • unit_code
  • model
  • upc_code
  • isbn
  • isbn_13
  • manufacturer_sku
  • width
  • length
  • height
  • weight

 

  • product_tags
  • ffl_required
  • class_3
  • product_categories
  • remove_product_categories
  • facet-<FACET_CODE>
  • image_urls
  • state_restrictions

 

  • quantity
  • total_cost
  • bin_number
  • inventory_notes
  • location_<LOCATION_CODE>_quantity
  • replenishment_level
  • reorder_level

 

Numeric Fields - Measurements in Standard

- These fields ONLY allow for numbers and decimals (i.e. no "$" etc.)

 

  • base_cost
  • total_cost
  • list_price
  • product_price
  • manufacturer_advertised_price

 

  • width
  • length
  • height
  • weight
  • quantity



Importing Facet Values for Specific Products


To begin this process, you will need to know which existing facet value you would like to utilize. It would probably be best to start with a product export from products maintenance. 

 

In general, it is considered better to update the existing facet rather than creating a new facet. 


Your column headers will need to include product_id or upc_code


In the case of updating your caliber facet values, the column header would be facet-caliber. You can find a full list of valid column headers for facets by going to Products > Products > CSV Import. Click on "Click here to check Valid Fields" to get a list of all valid column headers.



Here is an example of what the import file might look like:  


Here is what it might look like if you are wanting to add new facets. You probably would not need to do this for calibers, necessarily, but it may be useful for other facet values.




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