Attribute Import

In the Attribute Import page you can export/import attributes following one of these workflows:

  • download a sample template > fill out attribute details > import the file
  • export all attributes in SAP CPQ
  • export all attributes > change details and add new attributes > import the file

Sample Template

The sample template lets you easily upload multiple new attributes in SAP CPQ. To download the import template, click Sample Template in the Attribute Import page. The Excel file contains three sheets:

  • Attributes - enter attribute details in this sheet. Each line in the Attributes sheet corresponds to one attribute value. If an attribute has multiple values, the attribute name, attribute external id and data type should be the same for each value of one attribute. The layout of the sheet matches the layout of the file that you get when downloading all attributes in the system:
    • System Id - should remain empty for new attributes.
    • Index - the first cell should always have the value 1 and the number should increment by one in the subsequent cells.
    • Attribute Name - the name of the attribute.
    • Attribute External ID - the external attribute ID. This is not a required field.
    • Display Value - attribute value with the measurement unit, if applicable (e.g. 150kg).
    • Value - attribute value code.
    • Data Type - data validation is set up on this column, so you can only select one of the attribute types stated in the Data Type Defn sheet.

All attribute types except Autocomplete - sourced from a custom table, Autocomplete - sourced from a quote table and Container can be imported in the system through the attribute import feature.

  • Measurement - the name of the unit of measurement of the attribute value as defined in Product Catalog > Unit of Measurement.
  • IMPORTANT INFO - instructions on filling out the columns. Please note that the maximum size of the Excel template is 768KB.
  • Data Type Defn - supported attribute types. Should not be edited.

Create Template by Exporting Attributes

To update attributes that are already in the system, download all of them in an Excel file, update data and then upload the file.

  1. Click Create Template by Exporting Attributes in the Attribute Import page.
    The spinning wheel next to the tab title indicates that the system is building the list of attributes.
    When the process is completed, the button name changes to Exported Attributes.
  2. Click the button to download the file.
    The file has the same columns as the sample template.
  3. Change the value of the attributes you wish to update.
    Do not change the System Id.
    You can also import new attributes through this template. Just continue filling out the list as described in the Sample Template section.

Other than updating the existing and adding new attribute values, you should not make any other changes in the template. The template must contain all the columns described in Sample Template for the upload to be successful. No special characters are supported.

  1. Save the changes you have made in the file.
  2. Click Choose File.
    Browse your computer to find the file.
  3. Click Import.
    After the system processes data, a new window displays the number of valid and invalid records in the file and the following buttons:
    • Import Without Preview - starts the import and a message will display once the import is successfully completed.
    • Import With Preview - a grid with all the attributes in the file displays. You can see the status of each entry and select/unselect it for import. Click Save to import the valid attributes.
    • Import With Preview of Invalid Records Only - if there are invalid records, they will display in this grid. Messages informing you about the cause of the error are in the Status column. Selecting invalid records for import is disabled. Click Save to import the valid attributes.

Importing Attributes with Unit of Measurement Type

This type of Attribute Import is helpful when you want to make an attribute that is determined by a unit of measurement. It helps to remember that a unit of measurement, for example, Pressure, cannot be used on its own with out being attached to an attribute in product.

Once you have defined your unit of measurement you must create an attribute determined by that unit (Figures, 14, 15). In our case, we have created unit Length and an attribute called TestUnit; you must enter Measurement as your Attribute Type. Notice that we have flagged Length M (meter) value as our Default unit of measurement.

Now you must conduct your Attribute Import. When you export your file, the Excel file will include a column called Measurement. The Sample Template will also include a new Measurement Column (Figures 3, 4).

You must enter your Display Values (100m and 500m, respectively, in our case) and your unit of measurement in the Measurement column. These values must be entered in the file being exported in order to be able to convert these values from your default value (metres, in our example), to another value (kilometres and miles, in our example).

You should now find your attribute (TestUnit) and check that the attribute values entered are showing up in the Values table.

Go back to your defined Unit of Measurement and check if these same values are showing up in the conversion file. To do that, click Export Conversions. In the Excel file you will now convert the values to kilometres and miles.

Now import the file containing these conversions. Then add the attribute to the product you wish to configure.

Once you have done that, you are ready to configure your product in Catalogue. As you can see in Figure X, Length measurement values in the Configurator have been converted to kilometers from meters.

Take a look at the figure below to see what configuring your product will look like in Responsive Design.

SAP CPQ supports the deployment of products containing Attribute Measurement Types. If the chosen Unit of Measurement has not been defined by the destination environment, the system will create that unit. If the unit exists, the values of the deployed Attribute Measurement Type will be added to the Conversion Excel file.

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