Importing products (New version)

In this section you will find useful information on how to import new products in erplain via a product import template:


TABLE OF CONTENTS


Prerequisites


Tax's names, as well as stock locations are note created by the import. We invite you to create/edit your taxes and stock locations beforehand in erplain.
In a second time, fill in your file with the existing tax names and stock locations.


Tips for new users


If it is your first time importing products, we recommend that you start creating a couple of products manually directly in erplain. Creating products manually is more intuitive and gives you a better insight on the existing fields that will eventually turn into column names in the template file.

Note: Making mistakes on your first time importing products is very common

For your first import, we suggest you to take baby steps and start by importing just a couple products. Therefore, if you make mistakes, you will be able to re-edit your file much faster.

Note: Importing new products will not delete your products already created in erplain.

Downloading the template
Importing products can be done directly from the menu Settings > Import data, using the template available in both CSV and XLSX format through the link.

From the screen "Import data", select "Products" and click on "CSV" or "EXCEL".



Opening the template (for CSV files only)


Once the download is complete, open the file "product-import-template.csv" with Google Sheets. To learn how to open and save Google Sheets files, we invite you to watch this video:


Warning: Excel, Numbers an a large majority of spreadsheets are not able to run .csv file in accordance with standards and risk corrupting your file. We invite you to systematically use Google Sheet for your imports.


Understanding the logic of the template


The file "product-import-template" is a template made for importing your products. It is at the same time, your model and once customized, your final document. Its format cannot be modified.

The logic behind this document relies on five items.

Values 1 and 0: In the columns "Taxable" and "Track inventory", 1 et 0 stand respectively for YES and NO. For exemple for a NON-taxable product, we indicate "0" in the corresponding cell.
Important: In the columns "Taxable" and "Track inventory", the cells must not be empty.


Products without variant: A product without variant is represented on a single row. It has its own Name and Master SKU.

Products with variants: A product with variants is represented by as many rows as there are variants for this product. Variants of a product are related to the name of the product, acting as their master. On the first row of a product, one can find all the product's information (Name, Master SKU, Supplier, Brand, Tags, Season, Descriptions). It is useless to re-enter the product's information for every variant (every row). However, some information are customizable at the variant level (Weight, Bin location, Quantity, etc).



Taxes: In the column "Default taxes", the data "HST" corresponds to the tax name that is not to be mixed up with the tax abbreviation.

Stock locations: In the column "Stock location", the data "Default location" corresponds to the default stock location created by erplain at the time your account was set-up.


Uploading my file back into erplain


Once the file is edited and saved, you can upload it to erplain from the menu Settings > Import data > Select file > Import products



Warning: Once your file is selected, click on "Import products". Do not click on "Update products".


Error messages


When a mistake is detected in the file, erplain prevents the file from being uploaded and displays an error message, showing you the mistake to be corrected.

Example, with an empty cell in the "Taxable" column:



For more information on importing and updating products, customers and suppliers in erplain, please refer to the page.

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