For convenience, retailers may import up to 5000 SKU's in one bulk import.
BULK IMPORT - PROCESS
1. From the Store Dashboard (dashboard.getzippin.com), navigate to the store’s home page
2. Click on SKU Catalog
3. At the top right click on import button
A SKU import template file is required. Download this SKU template file from the link in the pop up window as shown below.
| To access a file with the Common SKU List & the SKU import Template - click here. Make a copy of the file. The Common SKU List can help save time creating the CSV |
4. Enter all SKU required fields.
The field description of each file in the template is available on the information icon. To view, hover over the icon or view descriptions here
List of required fields: id, name, price, Tax Rate, Unit Weight, Store Ids, Category, thumbnail
| Tip: The store ID(s) is found in the web address of the dashboard |
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Tip: The tax rate types must first be configured. For example, if you entered "sales Tax 1" as a tax type and the code was entered as "sales tax 1", then the tax field should be "sales_tax_1:XX" (XX= your tax rate for that SKU)
Select the tax type icon to verify the code.
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| Tip: An image file or URL can be provided. To insert a file, select the cell. Select the insert tab and select Illustrations < Pictures < This device |
List of optional fields: UPC Code, Receipt Name (if different from name), tags, quantity roundoff, restore
| Optional Field | Description |
| Tags | Tags can help the retailer search for products in the Crew App (planogram search feature) or in the Store Dashboard (Shelf Inventory search feature). If desired, and if there are multiple tags, enter tags with comma separation |
| Restore Field | This field is unique to the SKU Template file. This field is used to reuse the same SKU that is archived. The valid values are 'yes' or 'no'. This is an optional field. See list of required and optional fields for the bulk import template. |
| Quantity Roundoff |
This is used to round off the SKU quantity up or down. This is relevant to integrations such as Draftserve. The default value is 50. If the quantity roundoff is 50, the SKU unit weight is 100 and the total weight of the selected SKU is 250. In that case, the SKU quantity is rounded to 3. If total weight of the selected SKU is 240, the SKU quantity is rounded to 2. |
5. Download SKU catalog. Select File< Download < Comma Separated Values (CSV)
| If Microsoft Excel is available, simply save as "CSV file" |
6. In the SKU Catalog, click on the browse button to navigate and upload the csv file (after entering all SKU data)
6. The screen will confirm upload. Close the window.
7. Import progress is displayed within the SKU dashboard.
Note: An upload can be cancelled via the 3 dots icon < Cancel in the progress window.
Note: The details of an upload can be viewed via the 3 dots icon < Details in the progress window. This dialog displays the number of SKUs uploaded along with the status of succeeded, failed, or pending SKUs.
8. If applicable, select download next to failed and pending. Make the necessary adjustments and re-upload the csv file.
9. The message "import request completed successfully" appears when complete
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Tips:
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VIEW IMPORT DETAILS FROM AUDIT LOG - PROCESS
1. From the SKU Catalog, select the Audit Log icon. The Audit Log dialog opens.
2. Select the date range, and the user in the Action By field (enter email alias)
3. Click the search button
4. If the import fails for any SKU, click the download failed SKUs csv link appears. Click to download the csv file.
5. Open the csv file to view the error next to each failed SKU upload
6. Resolve the SKU detail error(s) in the csv file
7. Upload the revised file
Note: The SKU already exists error happens in the event a SKU on the import csv file already exists as a SKU that is archived. To resolve this, either set the Restore field to Yes in the csv file.
- OR -
From the header, in the Status field, select Archived. All the archived SKUs are displayed. Click the three dots icon next to the SKU that you want to restore and click Restore.
| The user restoring a SKU is responsible for ensuring all details are accurate (price, weight, etc) |
BULK EXPORT - PROCESS
1. From the Store Dashboard (dashboard.getzippin.com), navigate to the store’s home page
2. Click on SKU Catalog
3. Select the SKU list (Active or Archived) that you want to export.
4. Click on the Export button
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Tip: If Column A numbers are shortened, re-format the numbers to text by changing the format of the cell to either 'number' or 'text'. This can be done by selecting the Home menu and changing the drop down field shown here: |