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adminhelp:productadministration:productimport [2016/03/22 08:54]
fpasovic
adminhelp:productadministration:productimport [2018/12/03 02:36] (current)
bdjordje
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 ===== How To Instructions ===== ===== How To Instructions =====
-The Product Import administrative section allows creating products in an Excel spreadsheet, then upload them into CPQ.  User can not only import new products, but also export any existing products into an Excel spreadsheet. Both simple and configurable products (or aliases) can be imported and exported. This allows quickly updating pricing, descriptions, or any other field that the spreadsheet contains. Once re-uploaded, the modifications will be made to the products in the system. \\ +The Product Import administrative section allows creating products in an Excel spreadsheet, then upload them into SAP CPQ.  User can not only import new products, but also export any existing products into an Excel spreadsheet. Both simple and configurable products (or aliases) can be imported and exported. This allows quickly updating pricing, descriptions, or any other field that the spreadsheet contains. Once re-uploaded, the modifications will be made to the products in the system. \\ 
  
 {{ productadministration:productimport.jpg }} {{ productadministration:productimport.jpg }}
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 The template provided as a download is used for uploading new products.  It comes with some pre-entered values to direct user in creating the products.  It is important for user to delete these entries, otherwise when uploading the spreadsheet these products will be created. \\  The template provided as a download is used for uploading new products.  It comes with some pre-entered values to direct user in creating the products.  It is important for user to delete these entries, otherwise when uploading the spreadsheet these products will be created. \\ 
 To create a new product entry in the spreadsheet, user will need to enter a new row for each product.  There is no need for entering values for every column.  The required columns are Product Name, Price, Product Type, and Categories.  If a Product Type or Category included has not been created in the system yet, then they will be created during the import. \\ To create a new product entry in the spreadsheet, user will need to enter a new row for each product.  There is no need for entering values for every column.  The required columns are Product Name, Price, Product Type, and Categories.  If a Product Type or Category included has not been created in the system yet, then they will be created during the import. \\
-If updating existing products, user will need to include only columns that he wishes to update and a column that will be used as a product identifier. Product identifier can be: Part Number, Product Name, External Id, UPC, MPN, CPQ ID or Product Family Code.\\ It is also possible to select 'None' as a product identifier in which case products will always be created.\\ +If updating existing products, user will need to include only columns that he wishes to update and a column that will be used as a product identifier. Product identifier can be: Part Number, Product Name, External Id, UPC, MPN, SAP CPQ ID or Product Family Code.\\ It is also possible to select 'None' as a product identifier in which case products will always be created.\\ 
  
 ;#;{{:productadministration:productimport_7.png|}};#; ;#;{{:productadministration:productimport_7.png|}};#;
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 Here is the table that shows all available columns with description and restrictions for each one of them. Here is the table that shows all available columns with description and restrictions for each one of them.
  
-^**Column Name**^**Definition**^**Required**^**Can contain CPQ formulas**^**Format**^**Example**^+^**Column Name**^**Definition**^**Required**^**Can contain SAP CPQ formulas**^**Format**^**Example**^
 |Product Name|Name of your product|Yes|No|String. Maximum length : 100 characters| | |Product Name|Name of your product|Yes|No|String. Maximum length : 100 characters| |
 |Part Number|Part Number / Catalog Code / SKU of your product. This field may be used as product identifier when updating products.|No|Yes|String. Maximum length : 1000 characters| | |Part Number|Part Number / Catalog Code / SKU of your product. This field may be used as product identifier when updating products.|No|Yes|String. Maximum length : 1000 characters| |
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 |Product Type|Product type for this product - can be used to set up promotions for customers, sales people can enter discounts for certain product types on quote etc.|Yes|No|String. Maximum length : 100 characters| | |Product Type|Product type for this product - can be used to set up promotions for customers, sales people can enter discounts for certain product types on quote etc.|Yes|No|String. Maximum length : 100 characters| |
 |Price|Price of the product. It may contain formula.|Yes|Yes|String. Maximum length : 1000 characters| | |Price|Price of the product. It may contain formula.|Yes|Yes|String. Maximum length : 1000 characters| |
-|Image|Name of the image that will be displayed for this product. Please consult CPQ manual to see how you can upload product images in bulk|No|No|String. Maximum length : 100 characters| |+|Image|Name of the image that will be displayed for this product. Please consult SAP CPQ manual to see how you can upload product images in bulk|No|No|String. Maximum length : 100 characters| |
 |Cost|Cost of the product. It can contain formula to calculate the cost.|No|Yes|String. Maximum length : 1000 characters| | |Cost|Cost of the product. It can contain formula to calculate the cost.|No|Yes|String. Maximum length : 1000 characters| |
 |Category|Category and rank within this category of the product.. Product can be found in several categories in which case they should be separated with %%||%% characters. Sub-categories are marked with character '>'|Yes|No|String. Maximum length : 1000 characters|Hardware>Plan%%||%%Software| |Category|Category and rank within this category of the product.. Product can be found in several categories in which case they should be separated with %%||%% characters. Sub-categories are marked with character '>'|Yes|No|String. Maximum length : 1000 characters|Hardware>Plan%%||%%Software|
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-The **Part Number**, **Description**, **Price**, **Cost**, **Quote Description**, **Recurring Price** and **Recurring Cost** fields can contain CPQ tags that will generate the value automatically. \\+The **Part Number**, **Description**, **Price**, **Cost**, **Quote Description**, **Recurring Price** and **Recurring Cost** fields can contain SAP CPQ tags that will generate the value automatically. \\
 Enter the category where the product will exist in the **Categories **column.  By default, any new categories will be created at the top level category.  User can create and include the product in subcategories if needed.  To do this, precede the subcategory name with the parent category followed by a >.  For instance, if user wants to add a product to a new subcategory Printers that should be in a subcategory of Hardware and Accessories, he will represent that in the following order:  Hardware>Accessories>Printers.\\ Enter the category where the product will exist in the **Categories **column.  By default, any new categories will be created at the top level category.  User can create and include the product in subcategories if needed.  To do this, precede the subcategory name with the parent category followed by a >.  For instance, if user wants to add a product to a new subcategory Printers that should be in a subcategory of Hardware and Accessories, he will represent that in the following order:  Hardware>Accessories>Printers.\\
 Enter attributes for products by creating columns using the 'a::' prefix (for example, a::Printer - this will represent 'Printer' attribute). Then, attribute values can be entered in the same column for each product row. If a product doesn't contain attribute value, then corresponding attribute will not be added to this product.\\ Enter attributes for products by creating columns using the 'a::' prefix (for example, a::Printer - this will represent 'Printer' attribute). Then, attribute values can be entered in the same column for each product row. If a product doesn't contain attribute value, then corresponding attribute will not be added to this product.\\
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