Import / export
Export / orders list
Getting started
In this article, you can learn about export / orders list functionality, which will allow you to export created e-commerce orders with their basic information. In order to access this module you have to have BOK supervisors , MC business admin, Administrator , Super administrator , or Root group.
Visualization of the exported orders list
To open the Featured products / list view, in the admin panel, navigate to: Import / export > Export / orders list
All possible operations to perform on the Export / orders list view can be done in the Filters and Export / orders list tabs.
Visualization of the export / orders list module in the administrator panel
Table of contents:
Filters section
Export / orders list section
Exporting orders to the xlsx
Filters section
The Filters section allows the sorting of the orders in the export / orders list module, based on the available filters. Orders are not visible by default and it is required to apply any filter first in order to see them. Below you will find a description of each filter.
Visualization of the filters tab
Order ID - Orders internal ID.
Processed on - A range of dates when the order was processed.
Order value - A range of total order values.
Alt shop - Altshop name where the order was placed on.
Status - Current status of the order.
Delivery method - Selected orders delivery method.
Payment method - Selected orders payment method.
Deffered payment status - Current status of the deffered payment.
Check status - Current internal check status of the order.
Paid? - Order payment status.
Customer ID - ID of the customer.
Phone number - Customer's phone number.
Package number - Number of the delivery package.
Only with vouchers - A tickbox that allows seeing only orders with vouchers.
Status (Balikobot) - Order status acquired from Balikobot.
After defining the above filters, select the Apply Filters button to get a list of sites according to the applied filters.
Export / orders list section
The Export / orders list section allows to further narrow down the list of orders. Below you will find a description of possible actions.
Visualization of the export / orders list section
Select the Show X entries (1) field to set the number of orders, displayed on one page (min 10 / max 100).
The names of the columns (2) that contain information about a given order. Each column is susceptible to sorting. To sort the records, click on the title of the column in question.
Order ID - Orders internal ID. By clicking on the order ID you will be redirected to the detailed order information located in the Orders > Orders / list.
Processed on - A range of dates when the order was processed.
Value - A range of total order values.
First name - Customer's first name.
Last name - Customer's last name.
E-mail - Customer's e-mail address.
Paid? - Order payment status.
DP status - Current status of the deffered payment.
Status - Current status of the order.
Phone number - Customer's phone number.
Package number - Number of the delivery package (Carrier Barcode).
Select the Export to xlsx (3) button to export all filtered orders to the xlsx file. You can learn more about exported xlsx file in the Exporting orders to the xlsx section
Search box (4) where you can search for desired orders by their ID, first name, last name, e-mail address, status, phone number, and package number.
Page buttons (5) , which allow users to change the page of currently viewed orders.
Exporting orders to the xlsx
By pressing the Export to xlsx button shown in the Export / orders list section chapter you are able to export all the filtered orders to the xlsx file and download it.
Visualization of the exported orders=s
Xlsx file contains the exactly same information as export / orders list tab:
ID - Orders internal ID.
Processed on - A range of dates when the order was processed.
Value - A range of total order values.
First name - Customer's first name.
Last name - Customer's last name.
E-mail - Customer's e-mail address.
Paid? - Order payment status.
DP status - Current status of the deffered payment.
Status - Current status of the order.
Phone number - Customer's phone number.
Package number - Number of the delivery package (Carrier Barcode).
Export customers
Getting started
In this article, you can find information about e-commerce customer export with various filter options to a .csv file, that will help to export the exact type of customers that have an account on the e-commerce platform.
Remember You can find information regarding the Beauty Advisor customer export in the [UNDER CONSTRUCTION] article.
Visualization of the export customers tab location
Table of contents:
Exporting the e-commerce customers
Exported file overview
Exporting the e-commerce customers
E-commerce customer export can be found in
Import / Export > Export / customers
Below you can find all filter options to customize your export to your needs.
Visualization of the all available export filters
Registration time - A range of dates when customers registered on an e-commerce platform.
Update time - A range of dates whenever customer information has been updated.
Birthday - A range of dates of customer birthdays.
Active status - Customers current status. Available statuses are: Inactive , Active , Waiting for activation , One-time
Gender - Customers gender. Available options are Man , Woman , Not specified .
Export specific customers - filter - A filter which allows to specify customers by their:
E-mail
ID
JOY ID
Specific customers data - A field where you should put specific customer data with a " ; " separator, data will be filtered according to the selected filter. This field is only visible whenever the Export specific customers - filter is selected. Example (with email filter selected): example@example.com;example2@example.com;example3@example.com
Allowed to make test orders - A Yes / No selection if customers are able to make test orders. This is defined by the " Allowed to make test orders " tickbox in the customers profile.
i s MC customer? - A Yes / No selection if a customer has a member club rank. All countries that use Member club functionality for various customer ranks (i.e. on Poland Default / Silver / Gold) are MC customers.
Active status - Customers member club current status. This field only filters the member club customers
MC title - Member club title assigned to the customers (in the case of Poland it can be T0 / TS / TG). This field only filters the member club customers.
Orders count - A range of numbers of created orders on the website.
Orders placement dates - A range of dates when customers have placed new orders using the e-commerce platform. Using this filter requires a non-zero " orders count: from " value.
Show MD5 e-mail hash column - Shows customers MD5 e-mail hash column in the report.
Export opt-out_mobile - Shows customers current mobile communication subscription status.
Export opt_out_email - Shows customers current e-mail communication subscription status.
Export agreements -Exports all available agreements as columns and defines which customers have agreed to the selected agreements.
Export FIDEN2 cards -Exports customers FIDEN2 card information. The exported fields are:
cards_active - A list of customers active FIDEN2 cards
cards_waiting - The number of points waiting to be assigned to the selected customer FIDEN2 cards.
cards_balance - Current FIDEN2 balance
cards_balance_time - A date of last balance change for the selected customer.
Only customers which manually assigned retail card - A tickbox which defines if only customers with manually assigned retail cards should be exported.
With selected filters you can export customers using the Export button or clear all filters by using the Clear filters button.
Visualization of the prepared export file
With exported file you are able to download it to your device using the Download file button.
Exported file overview
The exported file will be in a .csv format with an export date and hour in it's file name (i.e. customers_2023_08_16_131359 )
Visualization of the exported csv file
By default in the exported customers file you can find the following columns:
id - Customers internal ID. Example: 123456
first_name - Customers name. Example: Jan
last_name - Customers surname. Example: Kowalski
street - Main street name. Example: Uliczna
building - Main building number. Example: 123
flat - Main flat number. Example: 2
city - Main city name. Example: Warsaw
postal_code - Main postal code. Example: 12-345
email - Customers e-mail address. Example: test@example.com
mobile - Customers mobile number with a country code. Example: 48123123123
birthday - Customers birthday date. Example: 01-01-1990
gender - Customers gender (if selected). Example: Man
With additional fields dependent on selected options:
md5_email - Customers MD5 email value. Example: 26h2cb31af663cdccaa2779c9d165a0b
opt out mobile - Customers mobile communication current status. If the customer is opted in this value will be empty . If the customer is opted out the value will be set to Opted out .
opt out email - Customers e-mail communication current status. If the customer is opted in this value will be empty . If the customer is opted out the value will be set to Opted out .
Customers agreement status to the selected agreements - These fields will have different column names depending on the country and selected agreements (i.e. terms_of_service_vpi , data_processing_mc ). Whenever the customer has agreed to the selected agreement there will be a " Selected " value in the column. If the customer has not agreed to the agreement the field will be empty.
cards_active - A list of customers active FIDEN2 cards. Example: 123456789, 987654321 .
cards_waiting - The number of points waiting to be assigned to the selected customer cards. Example: 123
cards_balance - Current FIDEN2 balance Example: 5333
cards_balance_time - A date of last balance change for the selected customer. Example: 05-08-2023
Product catalog export and import
Getting started
In this article, you will learn how to extract a product catalog in the form of CSV files and how to import it back. The overview for each product catalog file is here.
Export can be found in Import / Export > Export / catalog (1)
Import can be found in Import / Export > Import > Type > Catalog mass import (2)
Visualization of the product catalog options in the Import / export module
Table of contents:
Export catalog
Catalog files
Catalog import
How to make mass import
Overview - catalog_product.csv
Overview - catalog_product_description.csv
Overview - catalog_product_attribute.csv
Overview - catalog_product_stock.csv
Overview - dict_tag_catalog_product.csv
Overview - dict_property.csv
Overview - dict_tag.csv
Overview - catalog_product_category.csv
Overview - alt_shop_catalog_product.csv
Overview - catalog_product_category.csv
Overview - dict_tag_catalog_product_remove.csv
Order of processing files
Export catalog
Catalog export has some filtering options for thinning out the results of extracted data.
Visualization of the Catalog export
Alt shop - Chooses for which alt shop the catalog should be exported. If left empty, products from all alt shops will be exported. You can learn more about altshops in the Alt shops - Introduction article.
Product status - Chooses between Active and Inactive products. If left empty, all products will be exported.
Is altshop active? - Choose if the product exported are active on chosen altshop or inactive.
Product SKU - A list of product SKUs. A list of multiple SKUs needs to be separated by commas (i.e. 123456,654321,55555).
Two buttons :
Apply filters - A button, which will apply selected filters and automatically start the download of the filtered products.
Clear filters - A button, which clears all already chosen filters.
Exported files described in Catalog files section are packed in a .zip file, which needs to be unpacked.
Catalog files
The downloaded archive will contain the following files:
alt_shop_catalog_product.csv - Contains data for Alt shops > Products / list (You can find more information about this module in Products / list - browsing and managing products in altshop module article)
catalog_product.csv - Contains data for Catalog > Products / list (More information about this module in [UNDER CONSTRUCTION] )
catalog_product_attribute.csv - Contains data for Catalog > Products / list > View product > Add color (More information about this module in [UNDER CONSTRUCTION] )
catalog_product_description.csv - Contains data for Catalog > Products / list > View product, Description tab (More information about this module in [UNDER CONSTRUCTION] )
catalog_product_meta.csv - Contains data for
Catalog > Products / list > View product, Metadata tab (More information about this module in [UNDER CONSTRUCTION] )
catalog_product_stock.csv - Contains data for Catalog > Products / list > View product, Stock tab (More information about this module in [UNDER CONSTRUCTION] )
dict_property.csv - Contains data for Catalog > Properties / list (More information about this module in [UNDER CONSTRUCTION] )
dict_tag.csv - Contains data for Catalog > Tags / list (More information about this module in [UNDER CONSTRUCTION] )
dict_tag_catalog_product.csv - Contains data for Catalog > Products / list > View product, Tags tab (More information about this module in [UNDER CONSTRUCTION] )
catalog_product_category.csv - Contains data for Catalog > Products / list > View product, edit product tab . You can find more information about the category module in Catalog categorization article.
dict_tag_catalog_product_remove.csv - Contains exact same data structure as dict_tag_catalog_product.csv , but it removes the assigned tags from the selected products.
Catalog import
All the exported files can be edited and imported back to the administration panel to update catalog data. Files can be imported separately or in groups but their import must always be consolidated in a .zip file. The file names must be exactly the same as defined in this article and they cannot be changed. There are no mandatory files, so it is possible to import only catalog_product_description.csv without any other files as long as it is in the .zip file. Packed .csv files can be in any folder structure as long as file names are not duplicated.
Other file formats than .zip will be rejected and won't be uploaded.
Files specification
Since the imported files directly correspond with the database some rules must be followed while creating and editing import files, here is a general specification for these:
Field type BOOLEAN:
0 - NO
1 - YES
Field type DATE must be in the following format " YYYY-MM-DD "
EOL (End Of Line) column must contain EOL in every row with a product. This column shows our system, that for a selected product its info ends with this column, and the system can move to another row. Here is an example of EOL use:
column1;column2;EOL
“abc”;”abc”;EOL
“cde”;”cde”;EOL
The decimal separator must be a dot " . " for example: " 199.99 "
While editing files in text editors (not spreadsheets) all columns have to be separated by semicolon " ; "
STRING field type can be filled with any text and/or number. The only exception to this exists in every field with URL value, these must be strings without any special/regional characters besides " / " as a start to the URL and " _ " as a separator for word f.x. " /new_product_sku_123 "
How to make mass import
Mass import is a product import of a ZIP file that contains prepared .csv files. This operation changes the product data based on their SKU or creates a new product if the selected SKU doesn't exist in the catalog database. You don't need to put every .csv file in the .zip, only the ones that you have modified can be put in the .zip file and then imported. In order to import catalog files, they have to be in CSV format, coded in UTF-8. Go to Import/Export > Import and choose Catalog mass import in the Type .
Visualization of Import / Export, Import
File * - Choose a file, and find your zip archive with CSV files.
Type * - Click and choose Catalog mass import in order to perform the change in the catalog database.
Options - Test import allows for virtual database calculation after importing a chosen archive. You'll be able to check the results of this import by receiving a report for each imported file. Test import won't perform any actual changes in the environment.
Import file - Click to perform an import. The file will start processing right after clicking.
Remember Product descriptions can be enriched by HTML and CSS codes.
Overview - catalog_product.csv
File catalog_product.csv contain mainly data regarding imported products. Mass import of this file allows to:
Adding new records
Updating records (on a base of unique SKU)
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
SKU
STRING
7
No
Product code
-
2
is_active
BOOLEAN (0/1)
1
No
Is the product visible?
-
3
name
STRING
255
No
Product name
-
4
title
STRING
255
Yes
Title for product
Empty product title
5
short_description
STRING
255
Yes
Short description
Empty description
6
capacity
STRING
125
Yes
Capacity/size of the product
Capacity undefined
7
sort_order
INTEGER
1
Yes
Sort Order
0
8
price
DECIMAL
10,2
No
Catalog price
-
9
f_green_point
BOOLEAN (0/1)
1
Yes
Flag: green point
0
10
f_bestseller
BOOLEAN (0/1)
1
Yes
Flag: bestseller
0
11
f_limited_edition
BOOLEAN (0/1)
1
Yes
Flag: limited edition
0
12
f_set
BOOLEAN (0/1)
1
Yes
Flag: set
0
13
f_gift
BOOLEAN (0/1)
1
Yes
Flag: gift
0
14
f_gift_choice
BOOLEAN (0/1)
1
Yes
Flag: gift of choice
0
15
f_outlet
BOOLEAN (0/1)
1
Yes
Flag: outlet 0
0
16
is_new_until
DATE
10
Yes
Date till the product is marked as "new". Should be in a DD-MM-YYY format.
The product won't be marked as "new"
17
friendly_url
STRING
255
Yes
URL for the product
-
18
ean
STRING
13
Yes
EAN code. Multiple EANs can be separated by a comma (,). The system verifies in the import process if the typed EAN is in correct EAN-8 or EAN-13 format.
-
19
EOL
STRING
3
No
Always must be “EOL”
-
Overview - catalog_product_description.csv
File catalog_product_description.csv contains descriptions for the products. Mass import allows to:
Adding new records
Updating records (on a base of unique SKU)
Warning There must be a product in the database with SKU matching the value of the SKU column in order to apply any changes.
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
SKU
STRING
7
No
Product code
-
2
description_main
STRING
undefined
Yes
Main description
empty description
3
description_effect
STRING
undefined
Yes
Effects description
empty description
4
description_usage
STRING
5
Yes
Usage description
empty description
5
description_ingredient
STRING
undefined
Yes
Ingredients
empty description
6
description_capacity
STRING
undefined
Yes
Type of package and capacity
empty description
7
description_additional_info
STRING
undefined
Yes
Additional information
empty description
8
description_notes
STRING
undefined
Yes
Results
empty description
9
EOL
STRING
3
No
Always must be “EOL”
-
Remember New lines in descriptions fields will be changed to
HTML can be used to customize the text.
Overview - catalog_product_attribute.csv
File catalog_product_attribute.csv contains data about color variants of imported products. Mass import allows to:
Adding new records
Updating records (on a base of unique SKU)
Warning There must be a product in the database with SKU matching the value of the SKU column in order to apply any changes. If there is no color from the color column in the database then a new color will be created and assigned to the new attribute.
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
SKU_parent
STRING
7
No
Code of the parent product
-
2
SKU
STRING
7
No
Code of the color variant
-
3
color
STRING
255
No
Color name
-
4
is_active
BOOLEAN (0/1)
1
No
Flag: is active?
-
5
EOL
STRING
3
No
Always must be “EOL”
-
Overview - catalog_product_stock.csv
File catalog_product_stock.csv contains information about the stock resources of the imported products. Mass import allows to:
Updating records (on a base of unique SKU)
Warning There must be a product in the database with SKU matching the value of the SKU column in order to apply any changes.
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
SKU
STRING
7
No
Product code
-
2
stock_value
INTEGER
5
No
Amount of stock value
-
3
always_in_stock
BOOLEAN(0/1)
1
Yes
Flag: product is always in stock
0
4
min_stock_value
INTEGER
5
Yes
Minimal stock value
Default value from the database
5
warn_stock_value
INTEGER
5
Yes
Stock limit at which administrator will receive a warning about low stock value
Default value from the database
6
EOL
STRING
3
No
Always must be “EOL”
-
Overview - dict_tag_catalog_product.csv
File dict_tag_catalog_product.csv contains information about tags of imported products. Mass import allows to:
Adding new assignments
Updating already existing assignments
Warning There must be a product in the database with SKU matching the value of the SKU column in order to apply any changes. The same applies to tags columns and properties.
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
SKU
STRING
7
No
Product code, if color variant then uses parent code.
-
2
property
STRING
45
No
Property name
-
3
tag1
STRING
150
No
Tag name
-
4
tag2
STRING
150
Yes
Tag name
-
5
tag3
STRING
150
Yes
Tag name
-
6
tag4
STRING
150
Yes
Tag name
-
7
tag5
STRING
150
Yes
Tag name
-
9
EOL
STRING
3
No
Always must be “EOL”
-
In order to assign more than 5 tags to one product, use another row, here is an example of how to assign 6 tags to SKU1 in property "część ciała":
SKU1;”część ciała”;”twarz”;”włosy”;”dłoNo”;”nogi”;”ramiona”;EOL
SKU1;”część ciała”;”uda”;;;;;EOL
In order to delete a tag from a product add “” before it. Here is an example of deleting the tag "40+":
“40+”
Overview - dict_property.csv
File dict_property.csv contains information about properties. Mass import allows:
Adding new properties
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
name
STRING
45
No
Property name
-
2
url_name
STRING
45
Yes
Friendly URL
Will be generated automatically from the property name
3
sort_order
INTEGER
5
No
Sort Order
-
4
is_active
BOOLEAN(0/1)
1
No
Flag: Is this property active?
-
5
EOL
STRING
3
No
Always must be “EOL”
-
Overview - dict_tag.csv
File dict_tag.csv contains information about tags. Mass import allows to:
Adding new tags
Warning There must be a property in the database in order to add new tags.
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
property_name
STRING
45
No
Nazwa cechy, do której jest przypisany tag
-
2
name
STRING
150
No
Nazwa tagu (wartość cechy)
-
3
url_name
STRING
150
Yes
friendly URL for the tag
Will be generated automatically from the tag name
4
EOL
STRING
3
No
Always must be “EOL”
-
Overview - alt_shop_catalog_product.csv
File alt_show_catalog_product.csv contains information about availability in altshops and discounts counted from catalog prices. Mass import allows to:
Adding new altshop assignments and promotions
Editing existing altshop assignments and promotions
Warning Adding values to promotion_price, price_discount and percentage_discount won't be updated if the product is_active=0. Rows is_active=0 serves as a forced deactivation in altshop. It is a good practice to add only alt_shops that products should be active.
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
alt_shop
STRING
undefined
No
Altshop system name
-
2
SKU
STRING
7
No
Product code
-
3
is_active
BOOLEAN(0/1)
1
No
Is the product active in altshop
-
4
promotion_price
DECIMAL
undefined
Yes
Promotion price
No promotion price or set-by-price/percentage discounts
5
price_discount
DECIMAL
undefined
Yes
Price discount subtracts value from the catalog price
No discount or discounted by promotion price/percentage discount
6
percentage_discount
DECIMAL
2
Yes
Percentage discount counted from catalog price.
No promotion or discounted by promotion price/ price discount
7
promotion_start_date
DATE
undefined
Yes
Information:
date of promotion start
No date of promotion start
8
promotion_end_date
DATE
undefined
Yes
Information:
date of promotion end
No date of promotion end
9
promotion_valid_text
STRING
undefined
Yes
Text informing about promotion validation
Lack of text even, if promotion start and end dates are present.
10
EOL
STRING
3
No
Always must be “EOL”
EOL
Overview - catalog_product_category.csv
File catalog_product_category.csv contains information about categories assigned to the products. Mass import allows to:
Remember You can find more information about catalog categories in the Catalog categorization article.
Adding currently present categories to the selected products
Editing categories of the selected products.
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
SKU
STRING
7
No
Product code
-
2
category_path
STRING
undefined
No
Category path. Path steps need to be separated by a Guillemet ("»") i.e. E-commerce » Włosy » Szampony. The category path should always start with E-commerce.
-
3
is_main
BOOLEAN(0/1)
1
No
A flag that shows if a selected category path for a selected SKU is marked as a main one
-
4
EOL
STRING
3
No
Always must be “EOL”
EOL
Warning Please note that this process overwrites product categories for products that are being edited.
In case the user has the following record already in the database on the website:
SKU
category_path
is_main
EOL
32611
E-commerce » Vůně
1
EOL
and there is a need to add a new category the already existing record also needs to be included in the import .
Example of an incorrect import file that overwrites the product categories:
SKU
category_path
is_main
EOL
32611
E-commerce » Vlasy
0
EOL
When the file looks like that the E-commerce » Vůně will be removed from the product, and only E-commerce » Vlasy will be available after the import.
Example of a correct import file that doesn't overwrite the product categories:
SKU
category_path
is_main
EOL
32611
E-commerce » Vůně
1
EOL
32611
E-commerce » Vlasy
0
EOL
In this case both E-commerce » Vůně and E-commerce » Vlasy will be included in the product 32611 after the import.
Overview - dict_tag_catalog_product_remove.csv
File dict_tag_catalog_product_remove.csv contains a list of SKUs with tags, that should be removed from the product. The content of this file is exactly the same as dict_tag_catalog_product.csv. This file is not automatically created when exporting the product catalog.
Mass import allows to:
Removal of tags from the selected SKUs
#
Column name
Value type
Max length
Can be empty?
Description
What, if empty
1
SKU
STRING
7
No
Product code, if color variant then uses parent code.
-
2
property
STRING
45
No
Property name
-
3
tag1
STRING
150
No
Tag name
-
4
tag2
STRING
150
Yes
Tag name
-
5
tag3
STRING
150
Yes
Tag name
-
6
tag4
STRING
150
Yes
Tag name
-
7
tag5
STRING
150
Yes
Tag name
-
9
EOL
STRING
3
No
Always must be “EOL”
-
Tag removal doesn't remove properties by itself. Whenever a product has all of it's tags removed, the property is removed automatically.
For example, if the product has the following propety with a tags:
SKU
property
tag1
tag2
tag3
tag4
tag5
EOL
69726
Péče o tělo
Tělové oleje
Tělové peelingy
EOL
And the dict_tag_catalog_product_remove.csv contains the following data:
SKU
property
tag1
tag2
tag3
tag4
tag5
EOL
69726
Péče o tělo
Tělové peelingy
EOL
Tělové peelingy will be removed from the product tags list, but Tělové oleje will remain, which would result with the following record:
SKU
property
tag1
tag2
tag3
tag4
tag5
EOL
69726
Péče o tělo
Tělové oleje
EOL
If both tags were removed, then the Péče o tělo property would also be removed from the product, as this product doesn't contain any tags from this property.
Order of processing files
The system while importing the files is processing them in a selected order, to make sure there will be no mistakes while importing, like changing the price of a product that doesn't exist in the database. You can find an order of processing below:
Order
File name
1
dict_property.csv
2
dict_tag.csv
3
catalog_product.csv
4
catalog_product_description.csv
5
catalog_product_category.csv
6
catalog_product_attribute.csv
7
catalog_product_meta.csv
8
catalog_product_stock.csv
9
dict_tag_catalog_product.csv
10
alt_shop_catalog_product.csv
11
dict_tag_catalog_product_remove.csv
Import / export introduction
Getting started
In this article, you will learn about Import / export module, and possible import or export options. Import / export module allows importing or exporting of desired data to or from the admin panel. By exporting the data you receive an xlsx, txt, or csv file with selected data within the selected scope. By importing the data you import previously prepared zip, xlsx, txt, or csv file and apply it to the data in the admin panel.
Remember Exporting is an action that allows downloading of certain data from the e-commerce database to the user's device. Importing is the opposite action of exporting, which allows uploading selected files with selected content and extension from the user's device to the e-commerce database.
Import / export module contains of:
Import sections (1) allow users to import external data in zip, xlsx, txt or csv format to the admin panel database. Import sections are described in Import options section.
Personal codes generator (2) allows for creating unique codes in bulk amounts, which later can be imported to the personal code database and assigned to the main code. You can find more information about promotional codes and how to generate and import them in the Discount codes article.
Various export options, which will allow you to export e-commerce data to your computer.
Visualization of the import module in import/export
Warning Most of the exported data is highly confidential. It contains the personal data of the customers. Thus, all downloaded files should be treated with care and security processes.
Table of Contents:
Import options
Export options
Extracting files
Import options
Import serves as a tool to update databases, following data can be uploaded:
From the main section Import / export > Import
Catalog mass import - Allows to import a .zip file with product configuration ( Catalog > Products , Colors , Properties and Tags ; Alt shops > Products / list ). You can learn more about products and files used in this import in the Product catalog export and import article.
Newsletter subscribers CSV - A CSV file with a subscribers list with an assignment to selected subscriber groups. ( Customers > Subscribers / list ).
Address dictionary CSV (complete replace) - Address database, which is used in a zip-code / city / street name recommendations while filling up a customer address on e-commerce platform. ( Customers > Address Dictionary ). This CSV import completely replaces the old database, so by uploading only one, new address it will replace all of the addresses in the database, and only this one address will be available. Please make changes to the entire address database first, and then import it to the admin panel instead of importing singular addresses.
Translations XLSX - List of phrases and translations. ( System > Translations / list )
Ingredients - List of ingredients for the lexicon functionality. ( Herbarium > Plants , Plant families , Regions )
Vouchers - modification dates (XLSX/CSV) - List with expiration dates for fiden2 codes. ( Promotions > Vouchers / list )
Customer private offers - Custom private offers for customers. ( Customers > Customer Private Offers ). You can find more about private offers in Customer private offers article.
Customer contact database for Consultants - imports XLSX - New contact data for Beauty Advisors. ( Beauty Advisors > Contacts ). This import is only available for root users.
Admin user import XLSX - Import new Administrator users ( System > Admin / list ). This import is only available for root users.
Customer contact database for Consultants update - Updating contact data for Beauty Advisors ( Beauty Advisors > Contacts )
Customer contact database for Consultants update (lite version) - Updating contact data for Beauty Advisors in a simpler, faster version that contains less updateable information regarding customers ( Beauty Advisors > Contacts ).
POS Users - An xlsx file with Beauty Advisor data, which can be used to update their data. ( System > Admin / list ). This import is only available for root users.
The other two import options in Import / export module require providing additional data (besides the file itself)
Import / FIDEN2 points - Equivalent of Customers > FIDEN2 / Change card balance but additionally allows for multiple balance changes.
Import / discount codes - Unique personal codes for Promotions > Discount codes / list . You can learn more about this module in the Discount codes article.
Export options
Export options allow you to export data from e-commerce platform to your computer. They usually allow exporting of certain types of data or data in a certain date range.
In Import / Export module there are the following exports:
Export / SALESmanago tags -
Export / catalog - Option to extract product catalog which contains the following files:
alt_shop_catalog_product.csv
catalog_product.csv
catalog_product_attribute.csv
catalog_product_description.csv
catalog_product_meta.csv
catalog_product_stock.csv
dict_property.csv
dict_tag.csv
dict_tag_catalog_product.csv You can learn about product catalog import/export in the Product catalog export and import article.
Export / customers - Exports customers data in a file:
Customers_date_time.csv
Export / subscribers - Exports customers signed to a newsletter in a file:
newsletter_subscribers_date_time.csv
Export POS users - Exports all Points of Sale users in a file:
pos_users_date_time.xlsx
Export / Jumia - Exports pairs (SKU and links) for Jumia (3rd party sales channel) in a file:
jumia_links_date_time.csv
Export / sales - Exports sales in a range of chosen dates in a file:
sales_date_time.xlsx
Export / FIDEN2 cards - Exports cards for the FIDEN2 points system in a file:
fiden2_cards_date_time.csv
Export / Invoices - Exports invoices in a range of chosen dates in a file:
invoice_report_date_time.xlsx
Export / contacts - Exports contacts for Beauty Advisors in files:
ba_contacts_lite_file_date_time.xlsx
ba_contacts_file_date_time.xlsx
Export / orders - Exports orders made by Beauty Advisors in a file:
ba_orders_lite_file_date_time.xlsx
Export / gift cards payment - Exports orders made with gift cards in a file:
gift_cards_payments_date_time.xlsx
Remember Part of the name in all of the files "date_time" is written in the same format (f.x. Customers_ 2022_09_23_133700 .csv). This date is always referring to the time of creation.
Extracting data
Most Export options will have additional filters to thin the results, if none of the filters is used then the whole database from this subject will be extracted. After applying filters small green window will show up with information about the file. Successful export will be reported with the title "File has been exported". The file name will be present (1) and the button to download the file (2) .
Visualization of the exporting file status, Import / Export module
In case of a failed import or export user will receive an error message explaining why the error has happened. If the error message says so, or you are not sure about it please contact the Tau Ceti helpdesk regarding this error providing the error message content.
In the case of catalog product import user will receive a report, which can be downloaded. In this report, there will be detailed information regarding every product that has failed to import allowing users to fix the affected .csv files and import them again in a .zip file.
Remember Be advised that some reports due to a large number of records may take up to several minutes to complete extraction. Do not change the tab during the exporting process.