Use the import template for products and related products
2 min
Using the import template is a quick way to bring existing product data and related product data into Optimizely Configured Commerce. The template is pre-populated with data columns representing the many product fields in Configured Commerce.
Note
The template spreadsheet must have the cells formatted as text to upload properly.
The template columns have the following groups:
- Required – Necessary to create a product
- Recommended – Recommended but not necessary to create a product
- Optional – Optional based on the configuration of Configured Commerce features
Product import
These are the columns included in the product import template. If needed, you can manually add columns, such as VariantTrait.Finish/Color or VariantTrait.Handle Type.
- Product Number (Required) – The ERPNumber and the unique lookup value for the product.
- URL Segment (Required) – The URL used to reference the product detail page on the website, usually a URL-friendly version of the name field.
- Product Title (Required) – The shortened product description that shows in list and search pages.
- CurrentDefaultContent (Recommended) – The longer, HTML-friendly description of the product.
- Unit of Measure (Recommended) – The default unit of measure.
- Manufacturer Item (Optional) – The number displayed on product list and detail widgets and used in searches.
- Rounding Rule (Optional) – The rounding rule for the product. Options are Round, RoundUp, NoRounding, Multple Only, and Truncate.
- Multiple Sale Qty (Optional) – The quantity needed to purchase this product.
- Quote Required (Optional) – The field used when Request for Quote is enabled. Enter 1/0 or Yes/No.
- Price Code (Optional) – The field used for complex pricing models.
- Basic List Price (Optional) – The price used for standard pricing when not using the Price Matrix or if you do not have a price matrix entry.
- Basic Sale Price (Optional) – The price used for sale pricing compared to the normal, calculated price.
- Basic Sale Start Date (Optional) – The date when the sale starts.
- Basic Sale End Date (Optional) – The date when the sale ends.
- Activate On (Recommended) – The date the product is available for sale.
- Deactivate On (Optional) – The date the product is no longer offered.
- Tax Code 1 (Optional) – The field used when the product is tax exempt.
- Tax Category (Optional) – A placeholder for grouping products or for Avalara integration.
- Stocked at Product Level (Optional) – Whether or not the product is stocked at a local warehouse. You can also use this as a facet on the storefront.
- Stocked at Warehouse Level (Optional)
- Search Boost (Optional) – Increases the product in the search results.
- Page Title (Optional) – Overrides the default browser title on the Product Detail page.
- Meta Keywords (Optional) – Used for SEO.
- Meta Description (Optional) – Used for SEO.
- Vendor (Optional) – The vendor number field used for the vendor/manufacturer in the Vendor table.
- Default Child Product (Optional) – The Name field used for the branch in the Product table.
- Brand (Optional) – The Name field used for the branch in the Brand table.
- Discontinued (Optional) – Indicates whether to remove the item when the inventory reaches 0.
- Replacement Product (Optional) – The link to an alternate product as a replacement for the current product.
- Default Visibility (Optional) – The default display behavior of the product. Enter Hide or Show.
- ProductImage1.Small Image (Optional) – The relative path to the thumbnail image.
- ProductImage1.Medium Image (Required) – The relative path to the medium image, normally used in the Product Detail page.
- ProductImage1.Large Image (Optional) – The relative path to the large image.
- ProductImage1.Alt Text (Optional) – Alternate text for the image for accessibility and SEO.
- ProductImage1.Name (Optional) – The name of the image.
- Track Inventory (Optional) – Used to reflect if this product inventory is tracked; 1=true, 0=false.
- ERP Managed (Recommended) – Indicates how the product is managed. Set 1 (true) if the product is managed via an integration framework. Set 0 (false) if managing the product in Configured Commerce.
- Shipping Weight (Optional) – Used for shipping weight calculations.
- Variant Type (Optional) – Used for styled parent products only and is the Style Class name for the product.
- Variant Parent (Optional) – Used for styled children only and points to the ProductNumber of the parent item.
- VariantTrait.Color (Optional) – The value of the trait. Note that the header itself defines the style trait, but the cell is the actual value of the trait. The Admin Console calls these Variants for clarity, but the underlying table is StyleTrait.
- VariantTrait.Size (Optional) – Same as for color.
- Categories (Optional) – Assigns the product record to a category. You can enter any number of comma-separated categories with the schema of website:categoryname1,website:categoryname2, and so on.
- Primary Category (Optional) – The primary category for the product on different websites in a comma-separated list.
- Attribute.Color (Optional) – The color value for the attribute. The header value is the attribute type, and the value in the cell is the value. You may also enter a comma-separated list of values if, for example, the item has multiple colors.
- Attribute.Size (Optional) – Same as for color.
- RelatedProduct.CrossSell (Optional) – A comma-separated list of product numbers of related products that represent cross-sells. Used in a carousel on the Product Detail widget.
- RelatedProduct.Accessory (Optional) – Another example of a related product.
- Specification1.Name (Optional) – The name of the first specification for the product.
- Specification1.CurrentDefaultContent (Optional) – The default language, persona, or device for the content of the first specification.
- Specification2.Name (Optional) – An example for a second (or greater) specification.
- Specification2.CurrentDefaultContent (Optional)
Related products import
- Product.Product Number (Required) – Lookup key for the base product.
- Product Relationship System List Value.System List (Required) – Always ProductRelationship.
- Product Relationship System List Value.Name (Required) – The miscellaneous code for the relationship.
- Related Product (Required) – The lookup key to the related product.
- Unassign (Optional) – Unassigns related products when set to True.