Import a spreadsheet of products or orders

Neto has two methods to import data:

  • Using the Import Wizard

  • Using import templates

Using the Import Wizard

To start by using the Import Wizard, navigate to Setup & Tools > Import Data.

Select Perform Complex Import, and choose Start Data Import Wizard.

To simplify the process, you can download a sample import file by following this link. Once the file is downloaded, go ahead and open it with excel or another form of spreadsheet program. Now populate the file with your product details. Sometimes you may be given a file by your supplier. In this case, you do not need to create a file, you can just use the one you have been given.

Save the file you have created and go back into Neto.

From the dropdown menu select the type of information you are importing into Neto. In this example we are importing Products or Inventory. If you want to import other data, select the appropriate option here. Continue To Next Step.

If you used the sample file, the field mapping is already completed. If you are using a file that has been provided for you and does not have column headers that Neto recognises, you can map the fields on the file to fields in Neto here.

For example, if the file calls a detail Title, but Neto calls it Name, just let Neto know what it means by matching the terms here. Continue To Next Step.

This next part is VERY IMPORTANT - it determines how the changes are written to Neto. In most cases it is appropriate to leave this at the default: Add New/Update Existing Products. This will add any new products to Neto and overwrite data for existing products.

Other options include:

  • Adding new products only

  • Updating existing product only and

  • Replacing all products

If you ever choose the last option Replace make sure that this is what you want. It will erase the entire product database in Neto and replace it with the contents of the file you are uploading. Choose, and Continue To Next Step.

Neto also has an import template system which allows you to store imports and run them on schedules. If you will be performing this import regularly and want to save it for future use, tick the option to save this as an Import Template. Give the template a Name and click Process File Now.

The file will be queued to import and update your products in bulk.

Using an import template

Next we’ll create an import template for a scheduled import. This is useful when suppliers have a regularly updated file accessible by ftp containing images, descriptions or stock levels.

To start by using the Import Wizard, navigate to Setup & Tools > Import Data.

Select Perform Complex Import, and choose Create New Custom Import Templates.

Populate the details.

Set the import type to describe the import data. In this example we’re going to import inventory.

Give the template a Name and Description.

For file type, select .csv.

Click Save Changes & Continue.

Under the Field Mapping tab, map the fields in Neto to the column titles in the import file.

Under the Import Method and Schedule tab set up the import method. We will set this file to import via ftp from this location. Don’t forget the username and password for the ftp credentials.

Lastly, select an import schedule from the dropdown list or create more schedules through the link on the right. Save your template.

Your products will automatically update based on the contents of the file on the ftp server.

Was this article useful?

Be notified when this page is updated. Optional.

Last Modified: 18/07/2018