Creating and updating components are notably tedious tasks if you do it one by one. But we have great news! With our import wizard you can export your component data from any system and upload it without the hassle of preparing the file to fit a certain template format!
Start in your components overview via the 'Components' tab and click on the '+ Create component' button to begin the process.
💡Although the wizard is convenient for creating and updating components in bulk, you also have the option to create one manually. To learn how, read this article.
How to use the import wizard?
Step 1 - Choose the material composition structure
Before uploading, you need to select the structure of the material composition in your product export file. You can choose between:
None: for no material composition information
Row separation: material composition is shown in rows
Column separation: material composition is shown in columns
Step 2 - File Upload
Export your product data from any database (e.g. PLM, ERP, etc.) and simply drop it into our import wizard or browse for it by clicking on the 'Import Product Data' button.
💡We suggest clicking on the 'Download Excel Template' button on the top-right corner and following our template as guidance.
Step 3 - Header Selection
Here, you have the option to confirm and select the header of this sheet. In general, this is correctly selected by default, and you can just move on by clicking on the 'Continue' button.
Step 4 - Column Matching
Our wizard will magically map your columns with the corresponding retraced fields (sometimes it requires a little bit of help on your side, so using our template can help as guidance). Once you ensured the mapping is done correctly, click on the 'Confirm' button.
❗Product Code is a required column for a successful upload. Please ensure your file includes this field as a column!
It is not necessary to have complete data for product level and product type, you can select from our dropdowns during the import process. Just make sure you at least include the column in your file.
Step 5 - Data Cleaning
If the wizard senses errors in the data, it will highlight those for you, so that you can easily clean your data before completing the import. Slide the toggle for 'Show all rows with errors' on the top-left to only see the respective rows. You will also be able to select from our dropdowns, in case of fields with predefined options (e.g. materials, country of origin, product type, etc.). To continue, click on the 'Complete Import' button.
Step 6 - Complete Import
To finish the import, click on the 'Submit' button. That's it! You've just saved yourself lots of valuable time and can get started to work with your data on the retraced platform.
Some important FAQs:
1. Can I pause the import process?
Yes, at any given stage you will always have the option to export the current status quo as to continue the process at a later point in time:
2. Will I overwrite existing information?
If you are uploading data for an existing product recognized through the product code, our wizard will update the information based on your import file. Find out more about the process of updating existing component information here.
3. Can I upload products from multiple product levels (e.g. Apparel, Accessories & Jewelry)?
Sure! Just select the correct product level, the rest will be done by our wizard.
4. The export from my webshop/PLM/ERP system doesn't include some of the required columns (Product ID, Product Level, Product Type) for the bulk upload. What do I do?
No problem! Just add the missing columns in your file before uploading (e.g. if a Product ID column exists but not Product Level and Product Type, create these two blank columns in your CSV or Excel file) and you can do the correct matching in the Wizard's 'Match Columns' stage.
5. Do you have an import template for orientation?
When you start the import process, you have the option to download our template in the upper right corner of the screen:
6. How do I scroll horizontally?
The wizard has an included scrolling bar in the bottom part of the screen. This is sometimes overlooked, which is why we want to mention it here:
7. Is there a quick way to find the cells that have errors?
Yes, you can actually jump directly to an error by clicking the 'Find potential error' button:
If you're having any issues with the import wizard, feel free to reach out to us via chat or email: [email protected]
Video Tutorial
Do you prefer to watch our Tutorial? Click on the video below!⬇️
