Creating a customer import template for an excel file | PPS v4.0.28

Creating a customer import template for an excel file | PPS v4.0.28

  1. To create a template go to the setup gear on the right and go to manage templates

  2. Select Import Templates

  3. This screen will appear. It shows you all your current templates. You can delete or edit a template by selecting the icons on the right of each template
  4. To make a new template press “create import template” button

  5. Enter a name for the template – if this is for a specific customer choose their name
  6. The file type is excel
  7. The import mapping type is customers
  8. The “row # of header” is used to define which row number the headers are in the file. In the example below the headers (title of each column) are in row 1. Note – customer templates do not support multiple header rows.
  9. For files that look like this you would choose 1 as “row# of header”

  10. You then press the choose file button and select the file you want to work with. At this point you are not actually going to import you are setting up the template to use when you import. So select a file identical in format to the one that you want to import

  11. The screen will look similar to the one above
  12. On the left are the names of each of the column headers from you file
  13. On the left of these names is a box then when selected will avoid that field being imported
  14. On the right are fields that you can import into
  15. Once you have mapped your field names to the fields in MyProduce you can run a preview


  16. The preview allows you to walk through the data in your test file by pressing next and previous
  17. This system requires some field to be present in order to work. These are stated at the top of the page and are customer ID, customer name, address type (billing, shipping or both), street line 1, city, state and zip
  18. It also notes that a spreadsheet with customers must have exactly 1 'Billing' address and at least 1 or more shipping addresses for each customer. You can specify 'Both' as 'Address Type' if 'Billing' and 'Shipping' addresses are the same.
  19. The only 3 possible values for the 'Address Type' field are: 'Billing', 'Shipping' or 'Both'.
  20. If there is an error in the file or you have not selected a mandatory field you will see the following errors

  21. This will allow you to quickly identify what field are missing or have an issue
  22. Once done and checked with preview with no errors press save

  23. You will see the template pop up in list of templates
  24. You are ready to run the import into your system
  25. You can of course come back here and delete a template or edit it

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