Bulk Product Upload Manual for Sales360

Bulk Product Upload Manual for Sales360

1. Module Access and Overview

The Bulk Product Upload module is accessible from your Sales360 administration panel and is designed for two main actions: Downloading the Template and Uploading the Data. This process allows you to import or update many products efficiently using a single CSV file.

1. Log in to your Sales360 Administration panel.

2. Navigate to Extensions $\rightarrow$ Extensions.

3. Filter the extensions by Modules.

4. Find Bulk Product Upload and click the Edit ($\text{\color{blue}pencil}$) button.

2. Step 1: Download the CSV Template

The module relies on a specific Comma Separated Value (.csv) file structure. You must use the provided template to ensure your product data is correctly formatted for the import process.

1. On the module's configuration page, find the Step 1: Download Template section.

2. Click the Download Template ($\text{\color{blue}download}$) button.

3. The file product_upload_template.csv will be saved to your computer.

3. Step 2: Prepare Your Product Data

Open the downloaded CSV file using any spreadsheet program (like Excel, Google Sheets, or a text editor). The template provides the necessary header row and a sample product row to guide your data entry.

Key Data Entry Rules:

Crucial: Do not modify the column headers or their sequence in the template.

4. Step 3: Upload the CSV File

After verifying that your CSV file contains accurate product data, upload it using the module.

1. Return to the Bulk Product Upload page in your Sales360 admin.

2. In the Step 2: Upload Products section, click Choose File ($\text{\color{gray}Choose File}$) and select your saved CSV file.

3. Configure Import Options:

   • Overwrite existing products:

     • Checked ($\checkmark$): If the Model of a product in the CSV matches an existing product, that existing product's data will be updated.

     • Unchecked ($\square$): If a matching Model is found, the module will create a new product with a unique model appended (e.g., MODEL001-1).

   • Enable products on upload:

     • Checked ($\checkmark$): Products successfully imported or updated will be set to Enabled (visible) in your store.

     • Unchecked ($\square$): The status of the product will be determined by the value in the status column of the CSV.

4. Click the Upload ($\text{\color{green}upload}$) button to begin the import process.

5. Reviewing the Results

A message will appear following the upload, summarizing the results:

• Success Message: This confirms the total number of products imported (new or updated) and how many rows were skipped.

• Warning/Error: If data was missing for a required field (like Product Name or Model) or if a fatal error occurred, a warning will be displayed. You may see a list of rows that were skipped due to these errors.

You can now navigate to Catalog $\rightarrow$ Products in Sales360 to verify your newly added or updated items.