Import products and inventory

Part A: Overall procedure

1. Customer requests import to CS manager
2. CS manager prepares and sends import template to customer
   • See below Part B: How to prepare the template
3. If any questions, CS manager answers them either directly
   • If they are too complicated, after consultation with 2nd / 3rd Level Support
4. CS manager receives the data (and saves in right Drive folder)
5. CS manager books 2nd Level Support for importing
   • Create a 2nd Level Support task
   • Find a resource and book the time for executing the import
6. 2nd Level Support performs the import and informs CS manager
   • If any complication in step 3, advanced instructions from 3rd Level are followed
7. CS manager does testing on the imported data, and approves the import as complete
   • Check each column for at least 3 random products
   • Check also if the number of products and inventory items are the same as in the import file
8. CS manager informs the customer that the import is complete

Part B: How to prepare the import template

Make a copy of the template below, save it to the right customer folder and rename it.

• Generic template: Use this document
• Sports template: Use this document

Remember to look through it, and prepare it (by following the steps below) before sending it to the customer.

Preparation: Please delete sheets that are not relevant before sending to the merchant:

1. Intro sheet
2. Products sheets: Choose the right template: one language vs two languages
3. Products sheets: Consider if you should delete the Packages section
4. Consider to keep or delete: Inventory template
5. Consider to keep or delete: Categories template