Import Product(s)
SmarterCommerce offers the option of importing content such as Products using an excel spreadsheet template. This allows you to create or update many records at once, as an alternative to making one-by-one updates in Sitefinity/SmarterCommerce.
- Go to SmarterCommerce
- Click Products in the Products section
- Click Import
- Download the import template. This is a pre-formatted template that includes all the relevant information that can be captured in Sitefinity/SmarterCommerce.
- Once the template is populated, click Select Files to find the document on your computer and upload to SmarterCommerce
- Confirm the upload is complete and check for errors.
- Go to SmarterCommerce > Task Manager. Once the Task Status of your file upload is “Done”. Click on that task.
- Click on the "…” which will open a series of options – click Download. Open the downloaded file.
- Check the last two columns Import Status and Import Message to identify and address any errors. Edit and re-upload the file as needed.
Product Information
Use this sheet to add or edit key product information and settings.
| Name | Explanation | Required | Requirements |
|---|---|---|---|
| Long Product Number | The product number used in the products module (LITM). Note: for non-ERP products this field will be the generic number. |
Yes |
To add or edit a product from JDE, enter its Long Product Number. Auxiliary and Short Product Numbers should not be used here. To add a non-ERP product, enter a generic number for the product. To edit a non-ERP product, enter its generic number here. |
| Language | The translation for the product. For example EN, ES etc | Yes | Use standard HTML language codes. (e.g., EN = English; ES = Spanish) |
| Product Detail Page URL | Name of the product section of the site path that is public facing. | No |
Must be lowercase, no spaces, no special characters except - ! ( ) @ ' _ Digits allowed. If left blank, this will be auto-populated based on the product’s name. If the product's name is already in use as the url for a different product, then this will be auto-populated by the product name + _prd_ + short product number. |
| Product Name | Public facing product name that will display on the website |
Yes | Cannot be more than 255 characters |
| Product Description | Content that will appear in the Product Description section on the Product Detail page for this product |
No | Enter as plain text or HTML |
| Use Styled Product Name | Determine how the product’s name will appear on the website (styled or standard) | No |
Enter Y or N Y = Use an HTML-styled product name N = Use standard (not HTML-styled) product name |
| Product Name Override | Define HTML for the styled product name |
Only if “Y” entered for “Use Styled Product Name” field for this product | Enter as plain text or HTML |
| Product Features | Content that will appear in the Product Features section on the Product Detail, Catalog, Catalog Search Results, and Finder Widgets for this product. |
No | Enter as plain text or HTML |
| Sales Restriction Mode | Determine whether pricing, availability, and add to cart options are available to the customer | No |
Select from drop-down options: 0- Not Restricted = All pricing, availability and add to cart are available; 1- Restricted Add To Cart = All information is shown, but add to cart option is removed; 2- Restricted – Restrict all options = All pricing, availability and add to cart options are removed |
| Restriction Message UrlName | Define a custom message to appear on the Product Content page for restricted products. This can be used to tell the user to call a phone number to inquire about pricing, etc. | No |
Enter the UrlName of the Detail Section that contains the error message you would like to appear. The Detail Section (with relevant restriction message text) must be created in Sitefinity before it can be associated with the product. |
| Price | N/A - for future use |
No | Leave blank |
| Min Qty | Minimum order quantity for the product |
No |
Enter value If left blank, will default to 1 |
| Max Qty | Maximum order quantity for the product |
No |
Enter value If left blank, will not have a maximum |
| Default Qty | Default order quantity for the product |
No |
Enter value If left blank, will default to 1 |
| Use Min as Qty Increments | Quantity will increase by this defined increment value |
No |
Enter Y or N Y = Use the “Min Qty” value (minimum order quantity for the product) as the increment by which order amounts increase (e.g., if min qty = 5, then order qty options will be 5, 10, 15, 20, etc. until max qty is reached) N = will default to 1 If left blank, will default to 1 |
| Quantity Allows Decimals | Determine whether customer can order quantities with decimals (e.g., 1.5 units) | No |
Enter Y or N Y = Yes, allow customer to order quantities with decimals N = No, only allow customer to order whole-number quantities (no decimals) |
| Override Transaction UOM | Change the default Unit of Measure for the product |
No |
Enter the 1-2 character Unit of Measure code from ERP for the UOM that you would like to set as the default on your ecommerce site. Leave blank if you do not wish to change the default Unit of Measure |
| Override UOM List | Customize which Units of Measure are available for online sale for the product. For example, if there are 5 UOM for this product in ERP, but you only want to make 2 of those UOM available online, you can define this here. |
No |
Enter the 1-2 character Unit of Measure code(s) from your ERP for the UOM that you would like to make available on your ecommerce site. Separate each value by a comma. Leave blank if you would like all the product’s Units of Measure from your ERP to be available online. |
| Matrix Image Configuration | Define how images will be associated with for the Matrix Product and its variations (e.g., color, size), parent items, and children items | Only for Matrix Attribute products |
Select from Drop-Down Options: 1- Use Parent Item Images = use images associated with the matrix parent item; 2- Use Children Images = use images associated with matrix parent item and child’s images; 3- Use Images By Variation Segment = use images associated with matrix parent + matrix image variation. Upon segment value selection (e.g., red), the slider will set as active the first image available for the segment variation that matches the segment value selection. |
| Image Variation Segment | Define which variation segment will trigger images to change for a Matrix Item |
No | Enter the Segment Number for the relevant variation segment which will trigger the product images to change. The Segment Number can be found in your ERP |
| Notification Frequency Days | Set the frequency for checking and sending emails when the product is back in stock. | No |
Enter numerical value for the frequency of checking and sending emails. 1 = the process will run daily 2 = the process will run every other day 3 = the process will run every 3rd day 7 = the process will run once per week. An email will be sent to the customer when the process runs and finds that the product is back in stock. |
| Notification Rate | Configure the maximum number of customers that will receive a notification based on quantity of product currently available. For situations when the number of people interested in the product is greater than the number of units of product you have available, it is intended to limit or manage the number of notifications sent. |
No |
Enter the desired notification ratio (units stock: notification emails sent). This should be entered as a numeric value with 2 decimals (e.g., 0.25, 0.20, 1.00) For example, to send 1 email for every unit of product available = 1:1 = 1. Enter 1. To send 1 email for every 5 units of product available = 1:5 = 1/5 = 0.2. Enter 0.2. To send 1 email for every 2 units of product available = 1:2 = 1/2 = 0.5. Enter 0.5 To send notifications to all customers subscribed (no max), enter 0. |
| Override Notify Me Settings | Determine whether this product will utilize default notification (notify me) settings or follow custom notification settings. Notify Me settings impact the how often a customer will be notified once a product is back in stock. | No |
Enter Y / N Y = To override the default Notify Me settings, and use a custom set of Notify Me settings for this product N = Use the default Notify Me settings |
| SEO - Keywords | Keywords used for search engine optimization (SEO) / meta data and on-site search indexes (Elastic) |
No | Cannot be more than 255 characters |
| SEO – Title | Title used for search engine optimization (SEO) / meta data. Displayed in browser title bar and in search results | No | Less than 70 characters are recommended |
| SEO – Description | Description used for search engine optimization (SEO) / meta data | No | Less than 150 characters are recommended |
| Title for Social Media | Title used for open graph information | No | Less than 90 characters are recommended |
| Description for Social Media | Description used for open graph information |
No | Less than 200 characters are recommended |
| Is ERP Product | Define whether the product being added or edited is a product from your ERP | Yes |
Enter Y/N Y = this product exists and should be imported from the ERP. Note: In the “Long Product Number” column, enter the Long Product Number from ERP. N = This product does not exist in the ERP. Select this option to create a product available online, separate from your ERP. Note: In the “Long Product Number” column, enter a generic number for the product. |
| PIM ID | N/A – for future use | No | Leave blank |
| PIM Last Update | N/A – for future use | No | Leave blank |
Product Images
Optional - use this sheet to define images associated with a given product.
| Name | Explanation | Required | Requirements |
|---|---|---|---|
| Long Product Number | Used to associate an image with a specific product. The image identified in the next column will appear throughout the site for this product (e.g., Product Details, Product Listing, Search Results, and more). | Yes | Enter the exact Long Product Number of the product you would like to associate an image to |
| Image Title | Image that you want associated with the product | Yes |
Enter the exact image title or the beginning part of the image title as it appears in the Sitefinity image repository. Do not include the extension (e.g., .jpg, .png) If you use exact match for 1 row, you must use it for all rows in this Sheet. Upon upload, you will indicate if you used “Exact Match” or “Starts with.” Reminder: The Image must first be uploaded into Sitefinity before associating it to a product. |
| Language | The website translation that this product image will appear for |
Yes | Use standard HTML language codes. (e.g., EN = English; ES = Spanish) |
| Alternative Text | Alt Text; Short description of image, used for accessibility and SEO | No | Enter as plain text |
| Total images (export only) | For reference only, visible during export only. Total number of images associated with the product. | No | Do not enter information. The process will populate this information during export. |
Detail Sections
Optional - use this sheet to define detail sections associated with a given product.
| Name | Explanation | Required | Requirements |
|---|---|---|---|
| Long Product Number | Used to associate the detail section with a specific product. The detail section defined in the next column will appear in the product detail page of this product | Yes | Enter the exact Long Product Number |
| Detail Section UrlName | Detail Section’s UrlName (unique ID) for the detail section that you want associated with the product |
Yes |
Enter the exact Detail Section UrlName as it appears in the SmarterCommerce Detail Sections Module in Sitefinity. The Detail Section must first be created in the Detail Sections Module in Sitefinity before associating it to a product. |
Attribute Values
Optional - Use this sheet to define attributes associated with a given product.
Matrix Image Variation
Optional - use this sheet to define varying images for Matrix products whose images will vary by variation segment (in other words, the “Matrix Image Configuration” field is set to “Use Images By Variation Segment”).
| Name | Explanation | Required | Requirements |
|---|---|---|---|
| Long Product Number | Used to associate the images with a specific product. | Yes | Enter the exact Long Product Number |
| Segment Number | Define which variation segment will trigger images to change for a Matrix Item | Yes | Enter the Segment Number for the relevant variation segment which will trigger the product images to change. The Segment Number can be found in your ERP |
| Segment Value | Used to associate the image with a specific segment value (or product variation) | Yes | Enter the Segment Value for the relevant variation which will use the image you define in the next column. The Segment Value can be found in your ERP |
| Image Title | Image that you want associated with this product variation | Yes |
Enter the exact image title or the beginning part of the image title as it appears in the Sitefinity image repository. Do not include the extension (e.g., .jpg, .png) If you use exact match for 1 row, use it for all rows in this Sheet. Upon upload, you will indicate if you used “Exact Match” or “Starts with.” Reminder: The Image must first be uploaded into Sitefinity before associating it to a product. When associating multiple images in one import, all the images must be saved in the same Library. |
| Language | The website translation that this image will appear for | Yes | Use standard HTML language codes. (e.g., EN = English; ES = Spanish) |
| Alternative Text | Alt Text; Short description of image, used for accessibility and SEO | No | Enter as plain text |
| Total images (export only) | For reference only, visible during export only. Total number of images associated with the product. | Do not apply |
Badges
Optional - use this sheet to add / edit badges associated with your products.
| Name | Explanation | Required | Requirements |
|---|---|---|---|
| Long Product Number | Used to associate a badge with a specific product. The badge defined in the next column will appear in the Product Listing, Product Content, and more for this product |
Yes | Enter the exact Long Product Number |
| Badge UrlName | Badge UrlName (unique ID) for the Badge that you want associated with the product |
Yes |
Enter the exact |
Product Classifications
Optional - use this sheet to define product classifications associated with each product. These can be used as categorical filters as another way for customers to filter through your products. For example, you might want to show “New Products” as an easy-to-access link for customers when they’re filtering through products – you could set this up using Product Classifications, by creating a “New Products” classification and associating all your newest products with that classification. To define Product Classifications, go to Content > All Classifications > SC Product Classifications in Sitefinity.| Name | Explanation | Required | Requirements |
|---|---|---|---|
| Long Product Number | Used to associate a classification with a specific product. The classification defined in the next column can be configured as a filter when searching for products. |
Yes | Enter the exact Long Product Number |
| Classifications UrlName | UrlName (unique ID) for the SC Product Classification that you want associated with the product | Yes |
Enter the exact SC Product Classification UrlName that you want to associate with this product. Note: The Product Classification must first be created in Sitefinity. To create a Product Classification, go to Content > All Classifications > SC Product Classifications > click “Create a Product Classification." |