Importing Products

Open the “INVENTORY” Module and navigate to “Import products (beta).” If you can’t find a link to the new products import module in the Inventory menu, please contact support@erply.com and ask to plug it in.

To import matrix products, click “import matrix products” in the top-right corner of the Import options box. Matrix products cannot be imported with a regular products import and vice versa.

1. Import file

Supported file formats are CSV, XLS and XLSX.

It is recommended to use the example XLS-file provided in the import page (click “download example product template”).

Most of the columns will be mapped to Erply product fields automatically with this template. Otherwise only some of the columns will be mapped automatically.

Maximum file size is 8MB.

Regular products: Each product must be on a separate line.

Matrix products: Each matrix variation must be on a separate line. Each variation line must contain a code or name of the matrix product. If the variation code column is mapped, variation codes must be on every line and codes must be unique.

There is no required column order. You may delete unused columns in the xls-template.

2. Manual preparations in Erply

To import price list prices or matrix products, it is required to manually input Pricelists and Matrix Dimensions to Erply.

3. Upload file and set Import Options

File Select the import file from your computer by clicking “Browse”.

Warehouse The selected warehouse will be used for stock replenishment and inventory registrations.

Matching existing products The import checks whether the product already exists in ERPLY. If it does, then it will be updated. Existing products will be searched by Code, UPC/EAN code or Name. Please read the more detailed description below.

Add or update By default new products will be added and existing ones will be updated. If you select “Only add new,” new products will be added and existing products will be skipped. If you select “Only update existing,” new products will be skipped and existing products will be updated.

Archived products Ignore archived – archived products will be not matched with products in the import file. Update archived where possible – archived products will be updated if matching products are found in the import file.

Click “Preview” to continue.

4. Import preview

Here you can review the same import options as described above.

On the row “File:” you can see the first (title) line of the import file. If a title is not fully displayed, move the mouse over it and the full title will be displayed.

Beneath each title is a drop-box for column mappings. Available Erply fields are logically grouped and most important fields are highlighted.

Review automatically mapped fields and manually map any other fields you wish to import. Matrix dimensions are always required to be mapped manually.

Colored texts in the beginning of the rows indicate which rows will be added and which will updated or skipped.

If columns are mapped correctly, click “Test the import by importing 10 rows.”

5. Import test

You’ll see import results for first 10 rows. This allows you to confirm that your import columns were properly mapped and that the information is being imported as expected.

Click “See in ERPLY” to open an imported product.

If first 10 rows were imported as expected and no duplicates were created, click “Start import”.

6. The import process

Import is running server-side and you may close the import window after clicking “Start import”.

Progress of the running import will be displayed again if you reopen the import window.

If some rows in the import file were invalid, there will be a notice after import stating that “Import finished, but not all rows were successfully imported.”

Matching existing products

Single match by field. If you select only one field to match products by, ERPLY will look up exact matches. Be aware that spaces at the beginning or end of the field make a difference. Letter case (capital or lowercase letters) does not make a difference.

Multiple match by fields. If you choose multiple fields to match by, then the import tool will try to find the best match. The logic used by ERPLY is as follows:

Examples.

Pricelists and Matrix Dimensions

To import price list prices or matrix products, it is required to manually input Pricelists and Matrix Dimensions to Erply.

Pricelists Open the “RETAIL CHAIN” module and navigate to “Price Lists.” Create price lists to which you will import prices. Later you can map these price lists to certain columns in the import file.

Matrix dimensions Open the “INVENTORY” module and navigate to “Matrix Dimensions.” Make sure that required matrix dimension names (like Color, Size etc.) have been added. Then you can map dimensions to columns in the import file.

Add a new dimension by selecting “New” and then naming the dimension.

Next, define the variations. Each variation must have a Name and Code before being added.

For this example, we’re creating a matrix variation of shoe size.

Available mappings for regular import

Name and description.

Origin and grouping.

Pricing, taxing and cost.

Pricelists.

Measures and weight.

Stock keeping and delivery

Inventory Registration

Other

Available mappings for matrix import

Variation Dimensions

Matrix Code

Matrix name and description

Matrix & Variation measures and weight

Matrix & Variation status

Matrix & Variation taxing

Matrix & Variation stock keeping and delivery

Matrix & Variation origin and grouping

Variation code

Variation name and description

Variation pricing and cost

Variation Pricelists

Variation measures and weight

Variation stock keeping and delivery

Variation Inventory Registration

Variation status