How to import a spreadsheet of products or orders






Video Transcript


In this video we are going to cover:

 

  • Importing products

  • Importing orders

 

Neto has two methods to import data:

  • Using the Import Wizard

  • Using import templates

 

Using the Import Wizard

 

Neto has 2 ways to importing data from .csv files: using the Import Wizard and using import templates. Let’s start by at using the Import Wizard. Go to:

Import/ Export > Import Wizard

 

To simplify this example we’re going to 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 to the Import Wizard. Click Start Data Import Wizard.

 

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

 

Because we 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 Product Code, but Neto calls them SKUs, 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.

 

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 save.

 

You have just updated 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 and stock levels, etc.

 

Go to:

Import/ Export > Add New Import Template

 

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 and 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 can 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.

 
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  • Last Modified: 03/11/2016