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Import Data

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesImport Changes

The Import feature allows changes to standard (base) prices of ¶¶Òõ and Modifiers through a data file import to ¶¶ÒõData Management.

For export information, see Export Data.

File Structure for .CSV

The expected .csv file structure for ¶¶ÒõData Management:

Sites

Product or Modifier Name

Product or Modifier ID

Item Type

Major Reporting Category

Minor Reporting Category

Site Name (Site ID 1)

...

Site Name ZZ (Site ID ZZ)

Name Aa

ID Aa

Type

Major Category

Minor Category

Product or Modifier Standard Price 1

...

Product or Modifier Standard Price 1ZZ

Name Bb

ID Bb

Type

Major Category

Minor Category

Product or Modifier Standard Price 2

...

Product or Modifier Standard Price 2ZZ

...

...

...

...

...

...

...

...

Name Nn

ID Nn

Type

Major Category

Minor Category

Product or Modifier Standard Price N

...

Product or Modifier Standard Price NZZ

Import Data File

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesImport Changes

¶¶ÒõData Management accepts a .csv data file. Before proceeding, review File Structure for .CSV

To import a .csv data file:

  1. From the upper-right of Pricing Updates, to the right of Save Changes, select the dropdown arrow.

  2. From the dropdown, select Import Changes.

  3. From the file browser, select the .csv data file.

  4. From the lower-right of the Import Confirmation window, select Continue.

  5. When complete, in the upper-right of the Pricing Updates utility, a confirmation appears.

  6. From the confirmation, select View Imports.

    • Alternatively, from the upper-right, select the dropdown arrow, then select View Recent Imports.

  7. From the Recent Imports window, to the right of the imported file, select the vertical ellipsis.

  8. From the vertical ellipsis context menu, select Apply Now.

  9. From the Apply Pricing Import confirmation window, select Apply Import.

Email Notification

When the import is complete, the system sends an email notification to the user who initiated the process.

The email contains:

  • Company logo.

  • Email message:

    Data FIle Import Completion Status

    Message

    Successful

    Pricing import is complete and ready to be applied.

    Unsuccessful

    Pricing import failed.

    Partially successful

    Pricing Import Partially Completed and ready to be applied.

  • Count of successful data file row imports.

  • Count of affected sites.

  • Link to Download Data File Import and its size.

  • Count of failed data rows, if applicable.

  • Link to Data Row Failure Count report, if applicable.

Apply Import Changes

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesView Recent Imports

To apply changes from a data file import:

  1. From the upper-right of Pricing Updates, to the right of Save Changes, select the dropdown arrow.

  2. From the dropdown, select View Recent Imports.

  3. From the Recent Imports window, locate the specific import.

  4. To the right of the import, select the 3-dot menu.

  5. From the context menu, select Apply Now.

  6. From lower-right of the Apply Pricing Import confirmation, select Apply Import.

Add to Package

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesView Recent Imports

To add changes from a data file import to a package:

  1. From the upper-right of Pricing Updates, to the right of Save Changes, select the dropdown arrow.

  2. From the dropdown, select View Recent Imports.

  3. From the Recent Imports window, locate the specific import.

  4. To the right of the import, select the 3-dot menu.

  5. From the context menu, select Add to Package.

  6. From the Create Package window, specify the package name and optionally schedule the implementation date.

  7. From the lower-right of the Create Package window, select Create Package.

View Recent Imports

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesView Recent Imports

To view recent data file imports:

  1. From the upper-right of Pricing Updates, to the right of Save Changes, select the dropdown arrow.

  2. From the dropdown, select View Recent Imports.

The Recent Imports window displays the data files imported in the last ninety (90) days, unless manually removed.

Column

Description

Import Date

Date and time of data file import.

User

Name of user who imported the data file.

Locale

Identifies the language/locale of the data file.

Import Type

Type of imported CSV file. Files that contain standard base prices are identified as 'Base Price' value.

Items

Count of product/modifier row(s) successfully imported.

Sites

Count of sites affected by imported data file.

Failures

Count of product/modifier row(s) not imported.

Status

Data file import status. See Import Data Status.

Import Data Status

The Status column of the Recent Imports window specifies the status of each price import. The following describes each status:

Status

Option(s)

Description

Processing

N/A

Currently importing/uploading data file.

Ready

.CSV file uploaded, awaiting action.

Applying

N/A

Currently applying changes.

Packaged

Changes added to a package.

Failed

Process failed during data file import, packaging, or applying.

For more information, see Download Failure Count.

Completed

Changes successfully applied.

Remove Import

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesView Recent Imports

To remove a data file import:

  1. From the upper-right of Pricing Updates, to the right of Save Changes, select the dropdown arrow.

  2. From the dropdown, select View Recent Imports.

  3. From the Recent Imports window, locate the specific import.

  4. To the right of the import, select the 3-dot menu.

  5. From the context menu, select Remove.

  6. From lower-right of the confirmation window, select Yes.

View Data File Information

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesView Recent Imports

The following describes how to view the following data file information:

  • .CSV data file name.

  • Number of affected products and/or modifiers.

  • Number of affected sites.

  • Number of updates that failed to import.

To view imported data file information:

  1. From the upper-right of Pricing Updates, to the right of Save Changes, select the dropdown arrow.

  2. From the dropdown, select View Recent Imports.

  3. From the Recent Imports window, locate the specific import.

  4. To the right of the import, select the 3-dot menu.

  5. From the context menu, select Info.

  6. From the lower-left of the Import Information window, select Close.

    Optional actions:

Download Import File

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesView Recent Imports

To download the data file import:

  1. From the upper-right of Pricing Updates, to the right of Save Changes, select the dropdown arrow.

  2. From the dropdown, select View Recent Imports.

  3. From the Recent Imports window, locate the specific import.

  4. To the right of the import, select the 3-dot menu.

  5. From the context menu, select Info.

  6. From the File field of the Import Information window, select the filename.csv link to initiate the download.

    • Locate the file in the configured folder/area, typically the download folder.

  7. From the lower-left of the Import Information window, select Close.

Download Failure Count

Portal4-Dot MenuData ManagementOrdering SettingsPricingPricing UpdatesView Recent Imports

To download failure count file:

  1. From the upper-right of Pricing Updates, to the right of Save Changes, select the dropdown arrow.

  2. From the dropdown, select View Recent Imports.

  3. From the Recent Imports window, locate the specific import.

  4. To the right of the import, select the 3-dot menu.

  5. From the context menu, select Info.

  6. From the Failures field of the Import Information window, select the failure count file to initiate the download.

    • Locate the file in the configured folder/area, typically the download folder.

  7. From the lower-left of the Import Information window, select Close.

Things to Know

What happens to the price of a Product or Modifier when importing changes?

Does the Product/Modifier exist in the database?

Action

Yes

XDM replaces the existing price data with the price data from the import row.

No

The import row is marked as failed.

What happens when an import row is marked as failed?

The row is added to the Failure Count file.