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    27 Jan, 2023
    Also available in:EstonianFinnish

      Product Import

      The new product importer allows you to add and update products and matrix products.

      In order to import products to the Erply system, you must first format the data for the system to be correct and save the table in a CSV or XLSX file.
      When you open the Add Products field in the Products Importer, a view opens, where you can first choose whether you want to import regular products or matrix products. You can then add a pre-organized CSV / XLSX file.
      After adding a file, you must choose whether or not a header is added to the table. If so, make File has headers active and click Create.

      Next you will reach the Configuration, where you will have to choose which warehouse you are importing into and whether you are importing new products, updating products, or both.
      If you select Add new, you can leave the "Match existing products by" box blank. This field must be filled in if you want to update and/or add new products at the same time (Update products / Add new and update). In this case, a certain value should be chosen according to which the products should be updated or updated and added, e.g. Product Code or Product UPC / EAN.
      If there are cells in the table that you don’t want to import, then the "ignore empty values" button must be activated.

      Once the appropriate parameters have been selected, the next step is to match the columns in the table to the fields in the Erply system (Mapping).
      Clicking Not Mapped opens a box where you can search for the match in the selected column.

      When a match is found for each column, click Apply and validate configuration and Confirm and start import.
      A notification will then appear stating that the importer will save the mapped Fields and use them for subsequent imports (detecting a similar field).
      Then press Confirm again and the system will import the products.
      At the end of the import, a view shows where you can download the Import Report (Download Report), which products were imported and, if necessary, you can also roll back the import, but only without leaving the import page.