PIM Import/ Export
Modified on 2014/05/12 09:11 by Elisabeth Knulst — Categorized as: Uncategorized
PIM Import and Export to excel
Export to excel
Upload the Excel
PIM Import and Export to excel
Updating product information can be quite a large task to do. Especially if a large amount of new products is available and you have to update each individual product it might become very time consuming. For this the import and export to excel functionality is available. It allows you to export the products you have to work on to excel, work offline on the information and then import this back into the system. By using excel you can copy information easily from other products or systems onto the spreadsheet or forward specific sections of products to your colleagues.
In the top navigation the PIM Import/ Export button is visible if you have the required access rights. It will open step 1 of the export window.
Export to excel
1. Click on the PIM Import/ Export hyperlink in PANDORA Library and ensure yourself that you are on the export tab.
2. Select your role and click on next. The export of products to an excel sheet can be done per role in the system. This means that only the fields that you have to update are listed into the excel sheet and not the fields your colleagues need to update.
3. Select the specific products for your export by entering values and click next. If you are going to update product information you probably want to work on a selection of products so for example, a specific list of SKU’s, a language, the products of a specific drop or the products for a specific launch date. The search query allows advanced users such as the administrator to make even more specific product selections.
4. Provide the location for the export and click on download. You can now enter an email address to where the excel sheet needs to be send to. You can also do a direct download of the product information. If you however have a long list of products the export might take a while. Sending the file to your email will then allow you to continue working on other things while the export is running.
5. Once you have received the export to excel you can see the fields that you have to update (white with amber header) and the fields that are listed to support you in your task (purple). You cannot add additional columns to the excel because this will fail the excel when you try to upload it again. And, do not forget to save your work now and then!
Upload the Excel
Once you are done with making all the updates to the excel sheet you want to update all the information in PANDORA Library. Make sure you have the excel file stored somewhere on your local drive of your computer.
1. To import the file you go back to PANDORA Library, click on the PIM Import/ Export hyperlink and select the tab “import”.
2. Provide a description, a date on which you want the import to run, and select your excel file.
3. Click on Upload to initiate the upload process.
4. The description and date are mandatory since you are not the only person importing excel files. By providing this information you can track the progress of your upload.
5. The system will now check if your file is correct to be uploaded. It will fail if you have added your own columns, if you changed the names of columns or if the file format is not correct. If the file is correct it will provide a message that your file is correct. Click on save to start the upload.
6. Now your file is placed in the queue to be imported into the system. If the file is placed in the list, a message will appear that the upload is in progress.
7. You can monitor the progress of your upload on the tab “scheduled imports”. As soon as your file has been uploaded you will receive an email to inform you that the information is available. Usually the import is processed during the evening to minimize the impact on PANDORA Library performance.