Importing Products

CatalogueLINK Upload's primary function is to connect to your accounting system and import product data from it before uploading it to your website. For CatalogueLINK Upload to do this, the accounting system product data needs to be "linked" up against fields on the website.
Here we have a product in MYOB AccountRight Live. Note the Item Number and Name fields:

Below we have this product on the website after it has been mapped correctly, with the Item Number and Name data for this product being displayed in the Product Name and Product Code website fields:

CatalogueLINK Upload facilitates the connection of accounting system fields to website fields. Your mappings will be setup in Setup – Catalogue Fields during the configuration session.
On the left hand side you have the website field (FieldName) and on the right the corresponding accounting system field (DataSourceField). So the website field Product Code will show data entered in Item Number in MYOB AccountRight Live.

Once these fields are mapped and saved, click Import and perform our initial import of products.

Click Import and select Catalogue Items.

When this process has completed you will see a listing of what CatalogueLINK Upload has imported.

Your products should then appear in the Items listing with a status of New (when the product is new to CatalogueLINK Upload) or Modifying (when a product's data has changed since the last import).

There may be a requirement for custom fields to be set up in the accounting system for use by the website. This can also be covered during the configuration session.
Next we will import Customers and Customer Special Pricing.

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.
Website accounts can then be created for customers so they can login and purchase from your website. The setup of customer accounts will be covered in the next configuration session.

Unlike the import of products, there is no configuration for the import of customers. However if you have customer special pricing, so for example Price Group A is assigned to one customer, Price Group B to another and you want this reflected on the website an option of Upload Financials must be enabled for each customer.
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. Customers can then view and pay their invoices when they have a website account. Note not all accounting system integrations offer Invoice import. See the Straightsell website for more information on what your accounting system can integrate with.
For Invoices to be imported, Upload Financials must be enabled for a customer. This can be configured for all Customers in Setup – Customer Settings, individually in View / Edit or for groups of customers via Apply Data.

Click Import and select Invoice Information.

When this process has completed you will see a listing of what CatalogueLINK Upload has imported.