Importing products using the import template

Using the import template is a quick way to take existing product data and bring it into Optimizely B2B Commerce. The template is pre-populated with data columns which represent the many product fields in B2B Commerce. This article will give an overview of how to effectively use the import template.

The template spreadsheet must have the cells formatted as text in order to upload properly in B2B Commerce.

The template columns are broken down into the following groups:

  • Required - These fields is a product data point that is necessary within B2B Commerce
  • Recommended - These fields is recommended, but not necessary to create a viable product in B2B Commerce
  • Optional - These fields are optional based on the configuration of B2B Commerce features

The table below represents the columns in the template

Column

Group

Description

Product Number

Required

This reflects the product number and also acts as the primary key for the product record

URL Segment

Required

This represents the URL used to reference the product detail page on the website

Product Title

Required

This is the short description or "web friendly" title of the product used in default search, and product list pages (if you include HTML entity codes in the title, for example for trademark and registration symbols, these will be decoded on import)

CurrentDefaultContent

Recommended

This represents the longer, HTML friendly description of the product

Unit of Measure

Recommended

This is the default unit of measure

Pack Description

Optional

Used if utilizing the multiple unit of measure, this field reflects how many individual items are in the default unit of measure. (10 packs in 1 box)

Manufacturer Item

Optional

This field is rendered on product list and detail widgets A pre-configured content holder ISC_Content user roles may use to add content to website pages without having to develop page elements. and is also searchable

Rounding Rule

Optional

This field manages rounding and can be assigned a value of; Round, RoundUp, NoRounding, MultipleOnly, Truncate

Multiple Sale Qty

Optional

This field represents a product quantity needed to order to purchase

Quote Required

Optional

This field is used when the Request for Quote feature is enabled. 1/0 or Yes/No indicate if the product must be quoted. Default value is No.

Price Code

Optional

This field is used for complex pricing models

Basic List Price

Optional

Used for standard pricing when the price matrix is not used

Basic Sale Price

Optional

Used for sale pricing during specific sale dates

Basic Sale Start Date

Optional

Used to indicate when a sale starts

Basic Sale End Date

Optional

Used to indicate when a sale ends

Activate On

Recommended

Date the product is available to order

Deactivate On

Optional

Date the product is no longer available to order

Tax Code 1

Optional

Typically used to indicate the product is tax exempt

Small Image

Optional

The relative path to the small image, used in the search thumbnail

Medium Image

Optional

The relative path to the medium image, used in list pages

Large Image

Recommended

The relative path to the large image, used in detail pages

Image Path URLs   In most cases, the image path URLs should be relative and begin with "/userfiles/..."

Image Alt Text

Recommended

Alternate text used for accessibility and search engine optimization

Track Inventory

Optional

Used to reflect if this product inventory is tracked; 1=true, 0=false

ERP Managed

Recommended

1=true if product is managed via integration framework. 0=false if product is managed within B2B Commerce

Shipping Weight

Optional

This field reflects the shipping weight for real time freight calculations

Variant Type

Optional

This field is used when the Variant Product feature is used for this product. Adding a value to this field will either; assign an existing variant type to the product, or create a new variant type and assign it to the product. This field is for the variant parent only.

Variant Parent

Optional

This field is used to point variant children to the Product Number of the parent

VariantTrait.X

Optional

This column will assign the variant trait x. If the trait x does not exist, it will be created. To assign multiple variant traits to the product, create additional columns in the import spreadsheet.

Categories

Optional

This field allows assigning the product record to a category. Multiple categories can be included and separated by commas. The schema is website:category1,website:category2:category2b

Attribute.x

Optional

This column represents x as an attribute type. The corresponding field is for the attribute value assigned to the product. Multiple attribute types and values can be assigned by created by adding additional columns.

RelatedProduct.CrossSell

Optional

This represents a comma separated list of product numbers of related products that show in a carousel on the product detail widget

RelatedProduct.Accessory

Optional

This represents a comma separated list of product numbers of related products. To render these related products, custom coding needs to be done.

Specification1.x

Optional

This column represents the first specification tab, where x notes the name of the tab.

Specification1.CurrentDefaultContent

Optional

This column represent the content that appears in the corresponding specification tab