| Table of Contents |
|---|
Getting Your Data Ready
CatalogueLINK Upload's primary function is to connect to your accounting system and import product data from it before uploading it to your website.
...
CatalogueLINK Upload facilitates the connection of accounting system fields to website fields.
Selecting Accounting System Fields for the website
Your mappings will be setup in Setup – Catalogue Fields during the configuration session:
...
For more information: see Editing Products in CatalogueLINK
Turning Fields On or Off
To turn fields on or off:
...
| Field Name | Description | |
|---|---|---|
Required | Product Code | A unique code for a product |
| Product Name | A descriptive name (title) for a product | |
| Category Level 1 | Primary group for a product | |
| Unit of Measure | The default unit of measure for products | |
| Standard Price | Standard price (ex GST) | |
Recommended | Item Description | A detailed description for a product |
| Manufacturer Name | The Manufacturer of a product | |
| Category Level 2 | Secondary group for product | |
| Category Level 3 | Third-level group for product | |
| Size | Size information for products, used in Product Option menus | |
| Freight Size | Used in freight calculation for product weight | |
| GST Tax Rate | Your GST Tax rate (10) | |
| Stock Quantity | The field you want to use for stock quantity measurement | |
| Use Stock Quantity | Determines whether stock quantities are displayed to customers | |
| Allow Negative Stock Quantity | Allows customers to order a product on back order (Out of Stock) on an item by item basis | |
Optional | Manufacturer Code | Manufacturer code for a product |
| UNSPSC | The UNSPSC code for product | |
| Special Instruction | Can be used as an extra description field | |
| Weight | Product weight information | |
| Lead time | Number of days before an item will be shipped | |
| Minimum Order | May be used if a minimum amount of an item must be added to cart | |
| IsHidden | Tick on if product should not be displayed on website, should be on if product is a child product | |
| Priority | Used to sort products on a list, the lower the priority value the higher it will appear |
Dynamically Update Data
The AlwaysUpdate column allows you to:
...
- Select a FieldName row that you wish to have always update from the accounting system
Check the AlwaysUpdate checkbox in the top left hand corner and press Save
Exporting to Excel
You can export your items list to an Excel file to manipulate large amounts of data quickly when you are not importing it from your accounting system
...
| Info |
|---|
Note: To reset the column orders to their default values click ‘Reset Export Order to Default’ |
Importing Products
Once these fields are mapped and saved, click Import and perform our initial import of products:
...
This can also be covered during the configuration session.
Importing Customers and Customer Special Pricing
CatalogueLINK Upload's other core function is to connect to your accounting system, import customer records and upload them to the CMS attached to your website.
...
- This can be configured for all Customers in Setup – Customer Settings, individually in View / Edit or for groups of customers via Apply Data.
- Let's begin the Import of Customers and Customer Special Pricing
- Select Customer Information and Customer Special Pricing Information
- When this process has completed you will see a listing of what CatalogueLINK Upload has imported.
- Your customers should then appear in the Customer listing with a status of New (when the customer is new to CatalogueLINK Upload) or Modifying (when a product's data has changed since the last import)
Importing Invoices
The final data type we can import is Invoices.
...