Updating product data via file import

Using an example, this chapters explains how to update product data via the “Productdata-update” app. For this purpose, product data from a worklist is exported as an .xlsx file. The file is edited in a spreadsheet software. And finally, the file is imported back into the system in order to update the product data in iPIM accordingly.

Step 1: Export product data

In this step you need to call up a worklist that contains the products whose product data you want to edit and export the product data as an .xlsx file.

INFO
Click here to find a list of the rights that are required to use the “Worklists” app

In order to export product data, proceed as follows:

  1. Go the “Workslists” app.
  1. Call up the worklist that contains the products whose data you want to edit.
    Possibly use the text search to filter the list of worklists by a search term.
  1. Include the attributes whose values you want to edit in the table. To do so, click on the Attributes button to call up the corresponding dialog box.
  1. Select the desired attributes:
    • In order to select an attribute, transfer it from the left column to the right column. To do this, click on the attribute.
    • In order to deselect an attribute, transfer it from the right column back to the left column. To do this, click on the attribute.
  2. Click on the ACCEPT button to finalise the selection of attributes. Following this, the dialog box closes and the selected attributes are shown in the table.
  1. Tick the products whose data you want to export.
  1. Click on the button in the footer to call up the action menu.
  2. Move the mouse cursor over the option “Export”. Following this, the submenu is shown.
  3. Click on the option “Export” to call up the corresponding dialog box.
  1. In the input field “Task name”, enter an identifier for the export process.
  2. From the “Export format” menu, select the option “Excel”.
  3. From the “Digital asset format” menu, select the option “No images”.
  4. Click on the DOWNLOAD button to trigger a direct download of the export file. Afterwards, the file can usually be found in your local download folder.
INFO
The rights 702042 and ipim-portal.datalist.export.action are required to use the “Export” action.

Step 2: Edit the product data in the export file

In this step you need to edit the product data in the export file using a spreadsheed software.

  1. Open the export file in a spreadsheet software.
  1. Edit the product data and save the file.

Step 3: File import, attribute mapping and data updating

In this step you need to import the file, map the attributes from the file to the appropriate iPIM attributes and eventually accept the data to update the product data in iPIM accordingly.

INFO
Click here to find a list of the rights that are required to use the “Productdata-Update” app.

Step 3.1: Import the file

  1. Call up the “Productdata-Update” app and go to the “Import” tab.
  1. From the “Import template” menu, select an import template that includes the appropriate file format, locale and context level.
  2. Drag the import file over the drop area and drop it there. Or you can click on “Folder Browse files” to call up the import file via the file manager. Either way, the file is loaded into the cache and the file name is shown below the drop area.
  3. Click on the NEXT button to proceed to the next slider.

Step 3.2: Map attributes

In this step you need to map the attributes from the import file to the appropriate iPIM attributes.

INFO
The section explains the attribute mapping using the example of a manual mapping. Alternatively, you can also use an automatic mapping and possibly modify it manually afterwards. In order to learn more about mapping attributes, click here.

The left-hand card shows the attributes from the imported file, whereas the right-hand card lists the available iPIM Attributes.
  1. Allocate iPIM attributes to the imported attributes, beginning with the first attribute:
    1. Choose an iPIM attribute from the list. Possibly use the free-text search to filter the list of attributes by a search term.
    2. Click on the left-hand mouse button and hold it down.
    3. Drag the attribute to the left-hand card and drop it in the “iPIM attributes” column next to the corresponding imported attribute.
  2. Repeat the steps mentioned above for every attribute.
  1. Click on the UPLOAD MAPPINGS button to proceed to the next slider.

Step 3.3: Take over data

In this step you need to confirm the data that is shown in the “Preview” slider in order to take the data over into the iPIM system where the product data is updated accordingly.

  • In order to take the data over into the iPIM system, click on the APPLY MAPPING AND PREVIEW button. If the process was successful, a corresponding message will appear. The product data is now updated.