RO CSVI

PhocaCart Group import

This tutorial explains how to create a PhocaCart Group import template, add the fields and how to run the import. Step by step we show you how to perform each task. A video will show you the steps in action so you can follow that as well.

Create the Import template

A template can be created by following these steps:

  1. Go to Components -> RO CSVI -> Templates
  2. Click New
  3. Give the template a name, say for example PhocaCart Group import
  4. Set Action to Import
  5. Set Component to PhocaCart
  6. Set Operation to Group
  7. Click Next: Select Source
  8. Source is set default to Load from your computer. No need for change.
  9. Click Next: Select options
  10. The default values are OK, change if needed.
  11. Click Next: Select fields
  12. Nothing needed here as we set to Use column headers as configuration in step 10.
  13. Click Next: Finalize
  14. All done here
  15. Click Close to return to the list of templates or Edit if you want to fine-tune the template further.

Adding template fields

Template fields can be added by following these steps:

  1. Go to Components -> RO CSVI -> Templates
  2. Click on Template fields
  3. In the Search Tools select your template
  4. Click on New to add a single field or click on Quick Add to add multiple fields.

Quick Add

The Quick Add Option allows you to quickly add multiple fields to a template. It is not possible to set any settings per field here but that can be done after the fields have been added to the template.

As in the example file, the fields we are trying to import are listed below, more fields can be added according to the requirement. Check the fields tab to know on the available fields for this import operation.

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Run the import

The import can be run by following these steps:

  1. Go to Components -> RO CSVI -> Import
  2. Select the template created earlier with name PhocaCart Group import
  3. Click Select file
  4. Select the file to import
  5. Click Preview
  6. You now see a preview of the file as to how CSVI sees the file
  7. Click Start import
  8. The import is run
  9. The Log details page will be shown with information regarding the import if the Enable logging is enabled in the template

Video showing the process

 

Example file

import_phocacart_group.csv