Batch data in MegaEdit
MegaEdit has the functionality to allow batch uploads using variable placeholders in a template that users can upload their batch data against. Here we look at the Standard Batch Script and how to apply to a product.
Infigosoftware
1. Navigate to your MegaEdit products and edit a product
2. Change the Batch Source option to CSVPlugin
This script is to used in conjunction with a dynamic product that is using the CSV Plugin option. It enables the dynamic product to read a CSV or TXT upload file. You can also tick the script for "Standard Batch Upload options" which allows for .xls and .xlsx files to be used on a dynamic CSV product.
3. Click on Save and Continue Edit
4. Click on Scripts
Next, enable the script against your chosen dynamic product under the Scripts tab within your MegaEdit product setup
5. Check Standard Batch Script
The Standard Batch Script allows for the upload of txt and csv files.
You can also tick the script for "Standard Batch Upload options" which allows for .xls and .xlsx files to be used on a dynamic CSV product.
6. Click on Save changes
7. Launch your MegaEdit product
You will see a new Placeholders section in the top bar of the MegaEdit editor.
8. Click Add to create a new placeholder
Once you click on the 'Add' button, it will give you a pop up that allows you to create your own placeholder.
9. Type a name for the placeholder
Ideally, this should represent the information to be used with this placeholder, such as "Name", "Phone" or "Address". However, this is not a strict requirement.
In our example, we will create a "Name" placeholder.
10. Click on Ok
11. A placeholder text field is created
A placeholder will be added to the canvas with this format: [++Name++].... this enables the user to match their data with the placeholder using the mapping option when the batch data is submitted.
The newly created text field does not have to be used. If you wish to use a placeholder in an existing text field, simply replicate the placeholder text format [++Name++].
12. Add and position any additional placeholders
In our example, we have created a "Address" and "Phone" placeholders.
As you add in placeholders a dropdown list will be created - this is so you can re-use the placeholders on other text fields and pages of a template. You click the button 'Use' to apply the placeholder selected to the canvas.
13. Check your input data
We are going to upload a set of data in one of several formats.
The screenshot below shows an example of how this data should be laid out. We are going to link our Placeholders to each of the column headers to populate the relevant data to the relevant area of the canvas.
14. Click Upload CSV and select the data file
This will give you a pop up where you can map your batch data to the placeholders.
15. Match placeholders to their associated columns
MegaEdit will try to auto map the placeholder name to a column name from the batch data. Or you can uncheck the the blue tick and manually map the placeholders to the batch column data.
16. To verify the data import on your product, click on Preview
17. Populated records will be shown
You will be able to search through the first 5 records by default - and then add to basket to order your job.
18. Record example
