We're running two databases in one account and want the products we've created in our original database to appear in the new database too. I exported the details to CSV and then imported them. Despite mapping the Default Price and Default Cost columns, no figures are appearing in the imported records. Am I doing something wrong?
Customer Forums
Importing Products
Total Posts: 200
Joined: 01-18-2011
Hi, exporting your product data is a good way to populate your new database quickly but there are a few things that you need to bear in mind for this approach to be successful. As you've obviously worked out, the first thing you need to do is to activate all the columns you want to include in your export (and, if appropriate, apply a filter to limit the export to specific rows).
Your exported CSV file will look a little like this (click to enlarge):
Before importing this data into Workbooks take some time to review the following:
Reference
The Reference column in the CSV file is the Product Code so we'd recommend that you rename the column and double-check it maps to the correct field.
Product Category
Remember that the picklist for Product Category in your new database needs to include all the categories that are in the equivalent picklist in your original database.
Default Price/Default Cost
Notice that the Default Price and Default Cost columns show figures in currencies (in this example, the figures are in Pounds Sterling). However, when importing currency values into Workbooks, the figures should not include a currency symbol, nor should they include a comma separator for the thousands.
For example, the third row of the above CSV file is for product with the reference DS PRO2, with a Default Price of £3,230.00. In order for this to be imported into Workbooks, you should format the currency columns so that they are numbers rather than currency fields and do not use a comma separator.
If different rows use different currencies, you'll also need to insert a column to show the appropriate currency code, eg GBP for Pounds Sterling, USD for American Dollars, EUR for Euros and so on. (If you're unsure which code to use, check the list of System Currencies within Configuration.)
NOTE: This applies whether you're importing product information or other currency data.
Default Tax Code
When the Tax Code is exported, the value shown is really the description of the code, rather than the code itself. In the example, above, Standard VAT Rate UK should be replace with S-GB, which is the appropriate code for this description. (To see the codes, open the relevant Sales Tax Regime within Configuration and check the grid there.)
So, before importing the above CSV it should be changed to look like the one below (click to enlarge):
If you follow these steps, you should find importing product information straightforward, whether the data originated from Workbooks or not.
Posted by: Support on Tue, 05/17/2011 - 16:36 permalink
Hi, exporting your product data is a good way to populate your new database quickly but there are a few things that you need to bear in mind for this approach to be successful. As you've obviously worked out, the first thing you need to do is to activate all the columns you want to include in your export (and, if appropriate, apply a filter to limit the export to specific rows).
Your exported CSV file will look a little like this (click to enlarge):
Before importing this data into Workbooks take some time to review the following:
Reference
The Reference column in the CSV file is the Product Code so we'd recommend that you rename the column and double-check it maps to the correct field.
Product Category
Remember that the picklist for Product Category in your new database needs to include all the categories that are in the equivalent picklist in your original database.
Default Price/Default Cost
Notice that the Default Price and Default Cost columns show figures in currencies (in this example, the figures are in Pounds Sterling). However, when importing currency values into Workbooks, the figures should not include a currency symbol, nor should they include a comma separator for the thousands.
For example, the third row of the above CSV file is for product with the reference DS PRO2, with a Default Price of £3,230.00. In order for this to be imported into Workbooks, you should format the currency columns so that they are numbers rather than currency fields and do not use a comma separator.
If different rows use different currencies, you'll also need to insert a column to show the appropriate currency code, eg GBP for Pounds Sterling, USD for American Dollars, EUR for Euros and so on. (If you're unsure which code to use, check the list of System Currencies within Configuration.)
NOTE: This applies whether you're importing product information or other currency data.
Default Tax Code
When the Tax Code is exported, the value shown is really the description of the code, rather than the code itself. In the example, above, Standard VAT Rate UK should be replace with S-GB, which is the appropriate code for this description. (To see the codes, open the relevant Sales Tax Regime within Configuration and check the grid there.)
So, before importing the above CSV it should be changed to look like the one below (click to enlarge):
If you follow these steps, you should find importing product information straightforward, whether the data originated from Workbooks or not.