Import: Create and Update Profiles

When working constantly with Imports, we might find time consuming to configure our import settings and map our excel columns all over again every time we want to import information.

In the following manual we will explain how to create profiles for your imports: by doing this, you only need to establish the configuration once, save it and then select your import profile next time you import the same kind of information.

  1. 1. Click on New import

    Click on New import
  2. 2. Select the import you want to

    Select the import you want to
  3. 3. Click on Upload and Select your import file

    Click on Upload and Select your import file
  4. 4. This is how my excel preview looks like (without any further configuration)

    This is how my excel preview looks like (without any further configuration)
  5. 5. Now, I continue filling mandatory fields

    Now, I continue filling mandatory fields
  6. 6. And further details (based on your excel and preferences)

    And further details (based on your excel and preferences)
  7. 7. Click on Match attributes / column

    Click on Match attributes / column
  8. 8. Add manually further columns which were not mapped automatically when clicking on Match

    This happens when the name of your header is different from the internal name in ONE

    Add manually further columns which were not mapped automatically when clicking on Match
  9. 9. Now we have our import all configured.

    At this point we could just click on Import, but if we want to use the same excel template in the future, we might want to save this configuration in the shape of an Import profile

    Now we have our import all configured.

Create Import Profile

  1. 10. Click on New profile

    Click on New profile
  2. 11. Provide a name which will help you to identify the import configuration behind the profile

    Provide a name which will help you to identify the import configuration behind the profile
  3. 12. After saving, you will get Import profile saved successfully

    After saving, you will get Import profile saved successfully
  4. 13. You will see the name of profile on the top of the Match attributes / column menu

    You will see the name of profile on the top of the Match attributes / column menu
  5. 14. For testing purposes, we will redo the whole import process again but this time we will select our import profile

    For testing purposes, we will redo the whole import process again but this time we will select our import profile
  6. 15. Click on New import and select again the import you wanted to carry on

    Click on New import and select again the import you wanted to carry on
  7. 16. Upload again your file

    Upload again your file

Use existing Import Profile

  1. 17. Click on Select importing profile

    Click on Select importing profile
  2. 18. Click on Tie Rod - Complete Update attributes and Status

    At this point you can already see the Product group, Brand and Region involved.

    You can also select a profile created by another user.

    Click on Tie Rod - Complete Update attributes and Status
  3. 19. As you can see, our previous configuration saved in the profile gets automatically populated

    As you can see, our previous configuration saved in the profile gets automatically populated

Update existing Import Profile

We can also adjust our profile if we no longer want to include for example a specific field

  1. 20. Remove (or add!) further columns

    You can also change the Brand or Region

    Remove (or add!) further columns
  2. 21. Since the import configuration has changed, you will get a warning

    Since the import configuration has changed, you will get a warning
  3. 22. Click on Update profile to update or your profile

    You could also click on New Profile and keep the old profile and create a new one.

    You will not be able to update profiles which have not been created by you.

    Click on Update profile to update or your profile
  4. 23. A confirmation message will show once the profile is updated

    A confirmation message will show once the profile is updated