Synchronisation (Supplier catalog)

• In the "Catalog Process" section, click on "Synchronization" or select the option "Synchronization" from the "Configuration" menu to access the synchronization configuration page.

1. From the "Product arrangement attributes" menu , select an attribute that is used for grouping items.
   Possibly use the text search to filter the list of attributes by a search term.
2. Possibly add additional product arrangement attributes. To do so, click on the button and select an attribute from the menu that appears afterwards.
3. Click on the button at the bottom of the page to save your settings.

Select an attribute on the product level as an product arrangement attribute so that the product arrangement is successful.

Call up the product arrangement preview

You can call up a preview of the products which were created by the product arrangement. To do so, proceed as follows:

• Click on the button. Afterwards a list of products is shown.

Specify individual attribute rules

In order to define individual rules for each attribute, proceed as follows:

1. From the menu in the table row of one of the attributes, select the an attribute rule. You can choose between the options:
   • Do not synchronize: The iPIM Supply attribute is not synchronized with iPIM.
   • Synchronize once: The iPIM Supply attribute is synchronized with iPIM only once.
   • Only synchronize on item creation: The iPIM Supply attribute is only synchronized upon item creation.
   • Synchronize updated data: The iPIM Supply attribute is synchronised with iPIM only if changes have occured since the last import.
   • Overwrite everything: The iPIM Supply attribute is always synchronized with iPIM.
2. Select the attribute rules for all the other listed attributes.

• In order to save your settings, click on the button . A success message is shown.
• In order discard your settings, click on the button .

Execute the synchronization

In order to carry out a synchronization of the approved items, proceed as follows:

In the "Export" section you can export report data of a synchronisation report, whereby the exported data can be filtered regarding various parameters. To do so, proceed as follows:

1. From the "Select attribute set" menu , select a report type. You can choose between the options:
   • "Item messages" for an export of item messages only
   • "Process report" for an export of the whole synchronisation report including the item messages
2. From the "Select export format" menu , select the file format of the export file (.xslx or .csv).
3. From the "Select item status" menu , possibly select an item status.
4. From the "Select code" menu , possibly select an error code (since version 5.8).
5. Click on the button to trigger the export. The export file can usually be found in your local download folder.

FAQ

Basics

What happens in the "Synchronization" process step for the supplier catalog?

The synchronization is the fourth and last step in the catalog process. In this step the approved iPIM Supply items are synchronized with iPIM to create new products and items or to update existing products and items.

Common settings and product arrangement

What is meant by product arrangement?

Via the product arrangement, items with mutual unique identifiers, such as model numbers, are automatically grouped into a product. This combines several item variants into a single, shared product.

What requirement must a product arrangement attribute meet?

An attribute on the product level must be selected as the product arrangement attribute. Only then can the product arrangement be carried out successfully.

How do I deactivate the automatic product arrangement, and what happens to the imported items then?

To deactivate the product arrangement, the checkbox "Do not use an attribute for grouping" is ticked and the setting is then saved. In this case, an individual product is created for every imported item.

Attribute rules

What is the "Attribute rules" area in the synchronization configuration used for?

The "Attribute rules" area shows a list of the iPIM Supply attributes, for which rules can be set up that determine how the synchronization should proceed with these attributes. You can define individual rules for each attribute or the same rule for all the listed attributes.

What exactly does the attribute rule "Synchronize updated data" do, and what should I keep in mind?

With this rule, the corresponding attribute values of all imported items are sent to iPIM, while the delta check in the ERP import process in iPIM regulates for which items the values are actually updated. Since the data comparison via the delta check is based on the import data status and not on the current data status, attribute values that have been manually changed in the meantime are not taken into account and are overwritten accordingly.

When should I use the attribute rule "Overwrite everything"?

This rule is suitable for deliberately overriding manual changes to an attribute again. It overrides the delta check in the ERP import process for this attribute, so that the value provided by iPIM Supply is processed in any case, independent of whether there is actually a change or not.

Rights

The following rights are required to use the process step “Import”:

• In order to be able to access iPIM Supply, a user needs to be related to at least one supplier.
• In order to make newly added rights effective for users outside of the regular synchronisation, you must carry out a master data synchronisation for users and roles. This can be done in the “Schedules” tab.
• The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.