(PortalProdigy also offers an Import Product Data feature
that is simpler to use than the Advanced Import. The Import Product Data feature offers a
limited set of data fields.)
1.
As a pre-requisite to importing products:
a.
Follow the steps outlined in the tutorial titled “Setup
a Product Catalog and Online Shopping”.
b.
Read chapter of Administrator Manual titled
“Item/Products Catalog Features in Detail”.
c.
Read chapter of Administrator Manual titled “Import
Data Features in Detail”.
d.
Have a qualified CSV file containing Product
information either on your computer or accessible on your local area network
from your computer.
·
File must be formatted according to CSV
standards as comma delimited file format.
·
Data types must match corresponding Portal
Prodigy data types.
·
If loading product pictures, they must be stored
in “Images” sub-folder of folder containing the CSV file. The sub folder must be named “Images” in
order for Product Data Import process to find it. (Note that all files in /images subfolder
will be uploaded regardless of whether specified in CSV file).
·
If loading product pictures, the CSV file must
have a column containing the file name of the picture, e.g. “Item1001.jpg”.
·
If loading HTML Product Descriptions, each
Product’s Description must be saved as a separate HTML file and stored in
“Documents” sub-folder of folder containing the CSV file. (Note that all files in /documents subfolder will
be uploaded regardless of whether specified in CSV file).
·
If loading HTML Product Descriptions, the CSV
file must have a column containing the file name of the HTML description, e.g.
“Item1001.htm”.
e.
If you want to import product Detail Category Keywords,
you must define the product Detail Categories before importing products. See the tutorial titled “Setup a Product
Catalog and Online Shopping”.
2.
Go to Site Administration Menu.
3.
Click on the Utilities Go To icon located in the Site
Management section.
4.
Click on the Advanced Import option.
5.
Select “Products” from Data Type list box.
6.
Click the Browse button and use the Choose File dialog
box to select a CSV file.
7.
If the imported CSV file contains field (column) labels
in the first row, set ‘Does first row contains field names?’ to “Yes”;
otherwise set to “No”.
8.
If you want the import process to create new values in
the lookup tables for Product Brands, Product Classifications, Product Types,
etc., set “Add new values to lookup tables?” to “Yes”. If you want the import process to only import
values that already exist in the lookup tables set this option to “No”.
9.
Click on the Open Import File button. (If this is the first time you are uploading
something into PortalProdigy from your computer, you may be asked to install an
upload applet and to trust a certificate.
In order to continue you will need to respond to the prompts to allow installation
of the applet and to trust the certificate.
This is necessary to upload multiple files from your computer to the Web
server. Once installed, it can only
upload files that you specify. If you
have any questions, please contact us.) This will display the Import Fields
Selection section where you will map the columns in your CSV file to
PortalProdigy fields.
10. For
each field (column) in the imported CSV file, select the applicable
PortalProdigy Field Name. Note that
fields that end with “ID” only accept a PortalProdigy ID. You cannot create IDs. IDs must already exist in PortalProdigy. If a match is not found, the import process
will reject the record.
11. Click the
Import button to perform the import.
12. If prompted
with “Do you agree to upload?” pop-up dialog box, click the Ok button.
13. When import
has finished it will display the total number of rows that were successfully imported
and it will list by row number each row that could not be imported and reason
why.
14. Click Close
button to return to the Utilities Menu.
