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 |