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Importing Simple Products

Last updated 31/01/2017

This article explains the basics of importing a simple product.

Overview


Importing products is a straightforward process - but it has a few stages to make sure your data is imported correctly.

It may go without saying, but having a clean and organized spreadsheet will make life a lot easier, and we are always happy to review your spreadsheets before you import. If you have any questions about the process, contact your assigned Onboarding Specialist.

Some of the steps below may not be applicable to you, especially if you have not filled out certain columns in your spreadsheet, but it's completely fine to continue through the process.

Finally, if you import your template incorrectly don't panic! The import can be easily reversed, as explained at the bottom of this article.

Template


The Simple Product Template is an excel file containing all the fields for a simple product. The fields are explained in detail in Product Import Reference.

Preparing your Spreadsheet


There are a few important things you need to understand before creating your product spreadsheet. First read Creating a Product, and by way of this look at Product Codes. This will give you a good understanding of the product structure that Cin7 uses and how to code your products in a useful manner.

The spreadsheet template above is laid out to match Cin7s product structure. The light blue columns are columns for data related to the product. The darker blue columns are related to the product options.

Because you may have multiple product options to a product, you will duplicate data in the light blue section for each new dark blue row - an example of this is contained within the template called 'Leather Couch'.

1 - Upload your data


First, upload your data into the system:

  1. From the left navigation, select Products.
  2. Hover over the Actions button and click Import Products.
  3. Choose between importing using a .csv file or copying and pasting data directly into the system.
  4. Click Next Step to continue through each stage of the wizard.

2 - Matching Spreadsheet Columns to Cin7 Fields


On the left-hand side of this screen, you will see the headers from your spreadsheet. On the right are the corresponding fields in Cin7.

The Sample Data column shows the content of the first row from your Excel data, for your reference.

If you used our template it will map all fields automatically, however the Cin7 field column will be highlighted red if a match hasn't been found. If you are using your own data sheet, then find the matching columns from the drop-downs to the right.

3 - Grouping Products


How you group your products is an important part of the import process - different methods of grouping will result in different products being created.

There are three options to choose from:

Group by Name - this means rows with the same product name will be treated as different options of the same product.

Group by Style Code - this means rows with the same Style Code will be treated as different options of the same product.

Group by Code - this means that each new product code will create a new product.

Why the distinction? Some companies prefer to have each product option appear as a separate product - in this case they would group by code. Some companies have multiple options grouped under one product - in which case they would group by name or style code.

Still Confused?

Why not import some test data to get a feel for how each option changes what is imported. Product imports can be deleted easily afterwards.

4 - Summary


In the next page, you are given a summary of what will happen if you continue with the import. You can see how many products, options and size options you will be importing.

If you need more detail as to what the import will do, you can click Download with Import Status Marked which will download a spreadsheet with each row, and an explanation of what will happen.

Importing or Updating?

If you only intend to import new products, then there shouldn't be any updates in the summary. If there are, then it is best to double check what is being updated by downloading the summary file - you might overwrite some data if you continue.

5 - Mapping or Creating New Product Variables


In the next step you will need to create additional variables for things like preferred suppliers, brands, product types etc. This step may or may not show - it depends on your data.

You are given the option to create new variables, or if you've misspelled a brand or supplier, you can match to a preexisting variable in the system.

This means that you do not have to create all the product types before import - the import will create them for you.

6 - Summary


The next step tests the import for errors and provides a summary of progress so far. To finalize click Import New Products.

7 - Creating Categories


Once all the products have been imported, there is one final step: creating categories.

Where categories exist, they will be matched automatically.

If there are new categories in your spreadsheet, you will be given the option to either create a new category, or manually match to an existing one.

Deleting a Product Import


If you realize too late that you've made a mistake, imports can be deleted easily.

To do this:

  1. From the left navigation, select Products.
  2. Hover over the Actions button and click Import Products.
  3. In the top half of the screen is a list of your recent imports. Click Delete Products Imported to reverse an import.

If you have sold any of the products within these imports you may not be able to delete those products.