There are many ways that WSM allows you to customize your Product profile imports. The information on this page can be used as a quick reference tool which will assist you in using the data import feature properly when importing products.
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Overview
Let’s say that you have a large amount of products that you would like to be put onto your website. Would you rather enter each item manually or create a spreadsheet that would allow you to import them all in just a few clicks? I would venture a guess that you would pick the latter of the two. By utilizing the product data import fields, you will be able to upload a virtually unlimited amount of products in a tidy way with minimal setup.
Steps
When using the product import data feature you will need to first create a spreadsheet indicating all of the values that you would like to display along with product. These values usually consist of the item#, primary description (Summary), extended/secondary description (Summary 2), image(s) and any other information that you would also like to have shown on your product page. Once you have created your spreadsheet and saved it as a CSV file, as described in a previous topic, you can begin to set up the back end of WSM to allow importing of your products.
The table below will help to determine which values and definitions each of your fields require. You will utilize this chart once your product profile is created and you are beginning to add fields to allow for your csv product spreadsheet to be imported.
Complete the following to access the module/area/section in Web Shop Manager (WSM)
- Log into your WSM Admin panel
- Hover over Data
- Click on CSV Profiles
Protect Yourself
While importing allows you create products and make updates in bulk, it also allows you make mistakes in bulk if you're not careful.
Take these steps to protect yourself.
- Backup your data before importing. Export before import.
- Having a backup of your data makes things easier to restore your data in the event of a mistake.
- You can export the same data set twice to avoid editing your backup file by mistake!
- Run a small sample before importing the full file.
- Make the sample small enough that if needed, you can correct the mistakes manually while you sort out the import profile.
- Segment your imports.
- We know it's tempting to cram all of your updates into one profile, but segmenting what you're updating allows to isolate problems when they occur.
- Each of your profiles should have a specific goal. Updating Images, Pricing, Shipping Dimensions, etc.
- This applies to both creating new and updating existing products.
Form Fields Defined
Typically this section will be a two column table that defines each data field in the relative module page. It may also be a table that defines other important criteria or characteristics. Use the basic table formatting as illustrated below.
Default: The value which is automatically displayed if you have not designated a value on your import file.
Values: Indicates how you must enter the text for that particular field category.
Delimited: Indicates what you must use for your Multi-Value Delimiter ("MVD") when having multiple cells load into one profile field. This feature is most commonly used when loading product images, as many times clients wish to show multiple product images for each item. If the MVD was a - your VALUES would read as the following: ${column header1}-${column header2}-${column header3}. You should NOT put spaces between the MVD.
Force Update: Indicates whether a force update must be clicked to have the new data load over the existing data. A force update is needed when an existing field’s information does not automatically update with the new CSV file’s data.
Character: Either a restriction or recommendation for this field.
Special Notes: See special notes section for any additional details that may need to be referenced.
*Advanced File Only
**Advanced and Best Practice Files
***Minimum, Advanced and Best Practice Files
An asterisk * identifies a required field.
Field Name
|
Description or Purpose
|
---|---|
Access Group |
Default: Blank |
Added |
Default: Today's Date |
Additional Details | Default: Blank Values: Text & HTML Enabled Delimited: Use the | (I bar symbol) as your Compound-Value Delimiter. Force Update: Yes Character Limit: 2,000,000 Target Field: Detail Product Menu Field: Extra Details Special Notes: The column heading in your CSV file will be used at the Details Title and the contents of the cell the actual details. You may have multiple detail tabs on your product page by adding more detail profile fields to your WSM product import profile with the tab name matching the column heading in your CSV spreadsheet. When using a "Detail" column any product(s) that do not have content in the "Detail" cell will still have a "Detail" tab but with no content. Therefore we recommend create two separate files, with and without the "Detail" column. Export Note: If you want to export multiple detail tabs, you will need to specify the proper delimiters in your CSV profile. In your CSV profile for the details field you will need to add a compound value delimiter of |(pipe character – hold down the shift key and back slash) and a multi delimiter of ~ (tilde – hold down shift key and the accent`). These special characters will allow you to identify each of the tab names and their contents without conflicting any HTML you may add. Example: TAB NAME|CONTENTS OF TAB~TAB NAME|CONTENTS OF SECOND TAB |
Admin Notes | Default: Blank Values: Text, No HTML Delimited: N/A Force Update: No Character Limit: 2,000,000 Target Field: Notes Product Menu Field: Admin Notes Special Notes: Are only seen back back end WSM user. These are only seen when editing the product in the back end and can not be seen by customers. |
Attachment* |
Default: Blank When importing, column heading will be the actual link name on the product page (i.e. Instructions). You can add this filed multiple times to your profile to accommodate multiple types of attachments. When attachments are added to a product a new auto - generated tab will appear on the front end of the site named Documents. To rename this tab, submit a Service Request. |
Attribute-Set & Attributes |
See the Attribute Import page for use of these fields. |
Availability Remarks |
Default: Blank |
Availability |
Default: Available |
Brand |
Default: Blank |
Block Shipping Rules |
Default: No |
Category Name (Rarely used - see "Category Tree" below) |
Default: None Selected Example Product: 14" Red Balloon |
CategoryTree |
Default: None Selected |
Compat | Unused Field |
Condition | Default: Based on your Configuration Setting Values: New, Used, Antique, Refurbished Delimited: N/A Force Update: No Character Limit: N/A Target Field: Condition Product Menu Field: Condition Special Notes: Is included in your Google Shopping file. |
Cost |
Default: 0.00 |
DealerID (Dealer/Supplier #) |
Default: Blank |
Description (Short - see "Extended Description" below) |
Default: Blank |
Email Notes | Default: Blank Values: Text, No HTML Delimited: N/A Force Update: No Character Limit: 2,000,000 Target Field: Email Notes Product Menu Field: Email Notes (HTML) Special Notes: It will appear in the confirmation order email directly below the Product Title aka Product Name. |
Extended Description |
Default: Blank |
Featured | Default: Ignored Values: Category Name Delimited: N/A Force Update: No Character Limit: 255 Target Field: Featured Product Menu Field: n/a Special Notes: This field is only used if you are updating the categories for existing products in your site and your site uses "Special" categories to display products on your home page. If so, then add a Featured field with Source Type Literal, and the Source Value the Category Name with is common "Featured Products". |
Fee | Default:Ignored Values: Varies - Core charges, freight charges, etc Delimited:Use > as compound delimiter and ";" (semi-colon) as multi-delimiter Force Update: Yes Character Limit: 50 Target Field: Fee Product Menu Field: n/a Special Notes: |
Freight Class |
Default: Non-Freight (to change a product to "Non-Freight", import a blankvalue). |
Free Ground Shipping |
Default: System Configuration Yes (does not block non-continental US) - Will always provide free shipping for this item. This may display a $0.00 value for UPS, FedEx, or USPS ground methods. If other non-free shipping items (No or System Configuration) are in the cart the weight of a “yes” product will not be used in the return shipping amount from UPS, FedEx or USPS. No - Will never ship free. The weight of this product will always be used when calculating shipping. Yes, block non-continental US shipping - Will always provide free shipping for this item if the items is shipping within the continental United States. This may display a $0.00 value for UPS, FedEx, or USPS ground methods. If other non-free shipping items (No or System Configuration) are in the cart the weight of a “yes” product will not be used in the return shipping amount from UPS, FedEx or USPS. System Configuration - The items will only use the System Configuration “Free Shipping” method when enabled. |
Google Category |
Default: None Selected |
Handling | Default: 0.00 Values: Decimal Delimited: N/A Force Update: No Character Limit: 2 Decimal Target Field: Handling Product Menu Field: Handling Special Notes: Do not include the $ symbol in your CSV file. Extra handling fee included over any applicable shipping cost. A handling fee at the product level will be added to other handling fees, including a fee at the cart & checkout. |
Height |
Default: 0.00 |
Hidden | Default: No Values: 0 or 1 Delimited: N/A Force Update: No Character Limit: 1 Target Field: Hidden Product Menu Field: Hidden Special Notes: 1=Yes, 0=No. Only the number should be entered in the cell in your CSV file, no text. It can also be added as a literal value in your CSV Profile. |
ID (AKA "WSMID") |
Default: System Generated |
Image |
Default: None
Force Update: Yes WARNING: Do not import image URLs that were previously exported. Doing so will cause you to lose these images permanently. |
Inventory Amount |
Default: 0 |
Length |
Default: 0.00 |
Login Required | Default: No Values: Yes or No Delimited: N/A Force Update: No Character Limit: 3 Target Field: Login Required Product Menu Field: Login Required Special Notes: Only the "Yes" or "No" value should be entered in the cell in your CSV file, no text. It can also be added as a literal value in your CSV Profile. This value is case-sensitive. |
Meta Description |
Default: Blank/System Generated by WSM from your product description. |
Meta Keywords |
Default: Blank/System Generated by WSM from your product description. |
Meta Title |
Default: Blank/System Generated by WSM matching your product name. |
Name (Product Title) |
Default: Blank |
Option Sets | Default: None Selected Values: Numerical Delimited: To assign multiple option sets to one product use ; as your Multi-Value Delimiter Force Update: Yes Character Limit: N/A Target Field: Option Set Product Menu Field: Options Special Notes: Numerical value must match a Option Set ID from within your store. Option sets must be set up in your store prior to importing, to learn how to set up options please visit our Options Page. |
Own Box | Default: No Values: 0 or 1 Delimited: N/A Force Update: No Character Limit: 1 Target Field: Own Box Product Menu Field: Own Box Special Notes: 1=Yes, 0=No. Only the number should be entered in the cell in your CSV file. Defines whether the product needs to be calculated individually for shipping. If set to No, product will be combined with other non-Own Box items in the cart shipping. If set to Yes, the product's shipping will be calculated as it's own package. |
Price |
Default: 0.00 |
Priority | Default: 500 Values: 1-999 Delimited: N/A Force Update: No Character Limit: 3 digits Target Field: Priority Special Notes: This field can ONLY be used for Advanced Guided Search sites. It will control the order is displayed on category, brand, and search pages. |
Product Series | Default: Blank Values: Product Series Name Delimited: N/A Force Update: No Character Limit: No Target Field: Product Series Special Notes: This field can Only be used for Advanced Guided Search sites using product series. The site will need to be indexed to apply any changes to the frontend of your site. |
Quote Shipping |
Default: No |
Remote Update | Default: Disabled Values: 0 or 1 Delimited: N/A Force Update: No Character Limit: 1 Target Field: Remote Update Product Menu Field: Remote Update Special Notes: 1= Enabled 0= Disabled. This is only used when you are receiving product updates through an API. |
Requires Shipping | Default: Yes Values: 0 or 1 Delimited: N/A Force Update: No Character Limit: 1 Target Field: Ships Product Menu Field: Requires Shipping Special Notes: 1=Yes, 0=No. When set to Yes, then the shipping for this product is required. If set to No and if the only product in the cart, then your customer will not be required to enter a shipping address. This would typically used for electronic Gift Cards or Installation services. |
Sale |
Default: 0.00 |
Sale Hidden | Default: Disabled Values: 0 or 1 Delimited: N/A Force Update: No Character Limit: 2 Decimal Target Field: Sale Hidden Product Menu Field: Sale $ → add to cart to see sale price Special Notes: 1= Enabled 0= Disabled. When enabled customers must add the product to their cart in order to view the sale price. When this is enabled, your Google Shopping Feed will only include Price and not Sale Price. This is typically used when selling products below Minimum Advertised Price (MAP). |
Shipping | Default: 0.00 Values: Decimal Delimited: N/A Force Update: No Character Limit: 2 Decimal Target Field: Shipping Product Menu Field: Shipping Special Notes: Do not include the $ symbol in your CSV file. This price is used in conjunction with Basic or International Shipping ONLY. This price will be added to the amount calculated by Basic or International Shipping as set up in your Shipping Configuration. |
Shipping Remarks | Default: Blank Values: Text, no HTML Delimited: N/A Force Update: No Character Limit: 255 Target Field: Remarks Product Menu Field: Shipping Remarks Special Notes: This appears on the Shipping Tab on the product page and the category page when the enhanced category view is enabled. |
Shipping Restrictions | Default: None Selected Values: Numerical Delimited: To assign multiple option sets to one product use a semi-colon ; as your Multi-Value Delimiter Force Update: Yes Append: Yes if you want to add additional restrictions without having them in your file. Character Limit: N/A Target Field: Shipping Restrictions Product Menu Field: Shipping restrictions Special Notes: The numerical value must match a Shipping Restrictions ID from within your store. Shipping Restrictions must be set up in your store prior to importing, to learn how to set up options please visit our Shipping Restrictions WSM University page. To remove assigned restrictions on the import, leave the cell blank for the product and check Force Update on import. |
Stamp |
Default: Can not be imported |
StockID (Your Stock Number) |
Default: Blank It can be an internal SKU or Item Number. If you do not have an established Unique ID you can use Excel to generate one for you. For example, if I want your ID to start with GF101 and incrementally increase I would type GF101 in the first cell for StockID. Then place your cursor in the lower right corner of the cell. When your cursor changes to the black plus sign click and drag until all products have a Unique . Note the numbers should increase incrementally. |
Tag | Default: Blank Values: Text, HTML Allowed Delimited: N/A Force Update: No Character Limit: 255 Target Field: Tag Product Menu Field: Tags Special Notes: The text entered in this field will display directly under the Product Name on the product page & on the category list page. This would be typically used as added information about the product name. |
Taxable | Default: Enabled Values: 1 or 2 Delimited: N/A Force Update: No Character Limit: 1 Target Field: Taxable Product Menu Field: Price $ → taxable (checkbox) Special Notes: 1=Enabled 2=Disabled. When Disabled, sales tax will not be calculated on this item. This is typically used for extra services that are offered with the purchase of a product but do not require sales tax, such as Gift Wrapping. To not charge sales tax to whole-sellers who are sales tax exempt, please read more about Customer Groups offered at our Dealer Level. |
Tiered Pricing | See the Tiered-Pricing page for use of these fields. |
UPC Code | Default: Blank Values: Numerical and must be 12 digits Delimited: N/A Force Update: No Character Limit: 12 Target Field: UPC Code Product Menu Field: UPC # Special Notes: UPC codes are the Universal Product Codes that are typically provided by the product manufacture. Some customer search the internet by UPC codes, so this may enhance the SEO value of your products. |
URL Export | Default: Can not be imported Values: N/A Delimited: N/A Force Update: N/A Character Limit: N/A Target Field: URL Export Special Notes: Can not be imported, this is only used when exporting products to export the WSM created URL with WSM ID. |
Warehouse | Default: Your Site Name, Address From Site Configuration Values: Numerical ID Delimited: N/A Force Update: Yes Character Limit: N/A Target Field: Warehouse Special Notes: Your Numerical ID needs to match a Warehouse that has been previously set up in your site. |
Weight |
Default: 0.00 |
Width |
Default: 0.00 |