Tecalliance

Click on New import

Select the import you want to 

Click on Upload and Select your import file

Custom Step Color

This is how my excel preview looks like (without any further configuration)

Now, I continue filling mandatory fields

And further details (based on your excel and preferences)

Click on Match attributes / column

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

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.

Click on New profile

Provide a name which will help you to identify the import configuration behind the profile

After saving, you will get Import profile saved successfully

You will see the name of profile on the top of the Match attributes / column menu

For testing purposes, we will redo the whole import process again but this time we will select our import profile

Click on New import and select again the import you wanted to carry on

Upload again your file

Click on Select importing profile

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

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

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

You can also change the Brand or Region

Remove (or add!) further columns

Since the import configuration has changed,  you will get a warning

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

A confirmation message will show once the profile is updated

Remember that you can use excel or csv files which might contain more columns that fields mapped during the import. You can also use the same file in different imports and map only the relevant columns involved in that specific import. The creation of profiles will help you to build your own templates and speed up the import of information.

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.