Current module will not be updated. We recommend using Product importer which has more possibilities - you can find more information from here.
Note! If you are using the new menu, you will only have new Product importer.
This section will cover regular product imports and matrix product imports:
Starting a new product import
Product types
Upload file and import options
Import preview
Test import
Product import process explained
Matching existing products by one data field
Matching existing products by multiple data fields
Price lists and matrix dimensions
Uploading product groups
Available mapping fields
Regular products
Matrix products
Be sure to use our product import template. The maximum file size supported is 8MB. Files can be uploaded as .CSV, .XLS and .XLSX files.
Note: There is no required column order. You may delete unused columns in the xls-template.
Start a product import
In the back office, open the Inventory module and select Import products(beta).
Product types
Regular products:
Each product must be on a separate line.
Matrix products:
Each matrix variation must be on a separate line. Each variation line must contain a code or name of the matrix product.
If the variation code column is mapped, variation codes must be on every line and codes must be unique.
If you’re importing price lists or matrix products, these must be manually inputted in Erply beforehand.
Upload file and import options
Select the import file from your computer by clicking Choose file.
Warehouse
This section allows you to choose a warehouse to upload products to. This is used for stock replenishment and inventory registrations.
Matching existing products
The import checks whether the product already exists in Erply. If it does, then it will be updated. Existing products will be searched by Code, UPC/EAN code or Name. Please read the more detailed description below.
Add and update existing
By default new products will be added and existing ones will be updated. If you select “
Only add new
New products will be added and existing products will be skipped.
Only update existing
New products will be skipped and existing products will be updated.
Ignore archived
Archived products will be not matched with products in the import file.
Update archived where possible
Archived products will be updated if matching products are found in the import file.
Click Preview to continue.
Import preview
Here you can review the same import options and map you data fields.
File:
You can see the first (title) line of the import file. If a title is not fully displayed, move the mouse over it and the full title will be displayed.
Beneath each title is a drop-box for column mappings. Available Erply fields are logically grouped and most important fields are highlighted.
Review automatically mapped fields and manually map any other fields you wish to import.
Matrix dimensions are always required to be mapped manually.
Colored texts in the beginning of the rows indicate which rows will be added and which will updated or skipped.
Test your import
If columns are mapped correctly, click Test the import by importing 10 rows.
You’ll see import results for the first 10 rows. This allows you to confirm that your import columns were properly mapped and that the information is being imported as expected.
Click “See in Erply” to open an imported product.
If the first 10 rows were imported as expected and no duplicates were created, click Start import.
Product import process explained
Imports in Erply run server-side, which means you may close the import window after starting an import.
Progress of the running import will be displayed again if you reopen the import window.
If some rows in the import file were invalid, there will be a notice after import stating that “Import finished, but not all rows were successfully imported.”
Matching existing products by one data field
If you only select one field to match products by, Erply will look up exact matches.
Be aware that spaces at the beginning or end of the field make a difference. Letter case (capital or lowercase letters) does not make a difference.
For example:
Code “4332 ” is not equal to “4332” because of the spaces at the end of the first code.
Code “A332” is equal to “a332”.
If there are more than two matching products in Erply, the import tool will pick a random one.
Matching existing products by multiple data fields
If you choose multiple fields to match by, then the import tool will try to find the best match. The logic used by Erply is as follows:
A product in Erply with exactly the same field values is matched first (See Example 1, below).
If some “match by” fields are not set for the row, then the empty values are ignored. The product in Erply will be matched only by non-empty fields (Example 2).
If there is no product which matches all fields, the import will try to match based on as many fields as possible until it finds a match or there is no product in Erply that has any common matching fields (Example 3).
If there are more than two matching products in Erply, the import tool will pick a random one (Example 4).
For example:
Match by: Code, UPC/EAN
Product 1 in Erply: Code: “shirt-red”, UPC/EAN: “10001”
Product 2 in Erply: Code: “shirt-red”, UPC/EAN: “10002”
Example 1: Following row will match Product 2:
Code: “shirt-red”, UPC/EAN: “10002”
Example 2: Following row will match Product 1:
Code: “”, UPC/EAN: “10001”
Example 3: Following row will match Product 1 and overwrite the Code with new value:
Code: “shirt-green”, UPC/EAN: “10001”
Example 4: Following row will match random product:
Code: “shirt-red”, UPC/EAN: “”
Price Lists and Matrix Dimensions
To import price list prices or matrix products, it is required to manually input Price lists and Matrix Dimensions to Erply.
Price lists
Price lists Open the Retail chain module and navigate to Price lists.
Create price lists to which you will import prices. Later you can map these price lists to certain columns in the import file.
Matrix items
Open the PIM module and select Matrix dimensions.
Make sure that required matrix dimension names (like Color, Size etc.) have been added.
For more information, check out our matrix items guide.
To import matrix products, click Import matrix products in the top-right corner of the Import options box.
Matrix products cannot be imported with a regular products import and vice versa.
Uploading product groups
The product import tool can be used to edit product groups in bulk, but you must have your product groups properly set up before this can be done.
Using the screenshot below as an example, say you want to upload a product under the product tree Audio → Amplifiers → Sonos.
When filling out your product import sheet, any products that you want to upload under this product tree should have Sonos as their product group.
Important: Avoid duplicate product group names
In the image below, you’ll notice that “Bose” is a product subgroup listed under “Amplifiers” AND “Headphones.”
To ensure your products are imported under the correct tree, you can temporarily edit the name of duplicate product group names. All duplicates should be changed to UNIQUE names.
Say you wanted to upload a product specifically in the “Bose” subgroup in the “Headphones” product tree in the above example. All products would be uploaded with “BoseH” as their product group.
Once the import is finished, you can change all product group names back to their original setup. This will apply the changes to all products within those groups, ensuring your records are correct.
Available mapping fields
Available mappings for regular import:
Code
Code
UPC/EAN
Code 3
Manufacturer code
Name and description
Name ENG
Description
Long description
Origin and grouping
Product group
Product category
Priority group
Supplier
Country of origin
Manufacturer
Brand
Pricing, taxing and cost
Import allows you to use prices with comma separator (100,10) and with point separator (100.10) or without any separator (100).
Net sales price
Sales price with tax
Product cost
Tax %
Tax free (yes/no)
Price lists
You can use maximum 50 price lists for one import.
Price (price list A)
Price (pricelist B)
Measures and weight
Weight
Packed weight (gross weight)
Length
Height
Width
Volume
Stock keeping and delivery
Non-stock product (yes/no)
Unit
Amounts in packages (separate with spaces)
Usual delivery time
Reorder point
Restock level
Inventory Registration
Inventory Registration Quantity
Inventory Registration Price
Status
Product is active (yes/no)
Status (active/archived/no longer ordered/not for sale)
Show in webshop (yes/no)
Other
Attribute
Available mappings for matrix import
m – will be imported to matrix products
v – will be imported to variations
m&v – for matrix products and also for variations (if similar column for variation is not specified)
Variation Dimensions
v – Color
v – Size
Matrix Code
m – Code
m – UPC/EAN
m – Code 3
m – Manufacturer code
Matrix name and description
m – Name ENG
m&v – Description
m&v – Long description
Matrix & Variation measures and weight
m&v – Weight
m&v – Packed weight (gross weight)
m&v – Length
m&v – Height
m&v – Width
m&v – Volume
Matrix & Variation status
m&v – Product is active (yes/no)
m&v – Status (active/archived/no longer ordered/not for sale)
m&v – Show in webshop (yes/no)
Matrix & Variation taxing
m&v – Tax %
m&v – Tax free (yes/no)
Matrix & Variation stock keeping and delivery
m&v – Non-stock product (yes/no)
m&v – Unit
m&v – Amounts in packages (separate with spaces)
m&v – Usual delivery time
Matrix & Variation origin and grouping
m&v – Product group
m&v – Product category
m&v – Priority group
m&v – Supplier
m&v – Country of origin
m&v – Manufacturer
m&v – Brand
Variation code
v – Code
v – UPC/EAN
v – Code 3
v – Manufacturer code
Variation name and description
v – Name ENG
v – Description
v – Long description
Variation pricing and cost
v – Net sales price
v – Sales price with tax
v – Product cost
Variation Price Lists
v – Price (price list A)
v – Price (pricelist B)
Variation measures and weight
v – Weight
v – Packed weight (gross weight)
v – Length
v – Height
v – Width
v – Volume
Variation stock keeping and delivery
v – Non-stock product (yes/no)
v – Amounts in packages (separate with spaces)
v – Usual delivery time
v – Reorder point
v – Restock level
Variation Inventory Registration
v – Inventory Registration Quantity
v – Inventory Registration Price
Variation status
v – Product is active (yes/no)
v – Status (active/archived/no longer ordered/not for sale)
v – Show in webshop (yes/no)