Import Products

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This new feature in the Inventory module will now allow end-users to upload thousands of products into the HFSP Merchant Portal.

Users can export their products from an existing tool, migrate it to HFSP Merchant Portal by downloading and utilizing the import template for products and start uploading to our system.

Follow the step-by-step guide on how to use the Import Products feature seamlessly.

I. Download the template

To start importing the products to the Merchant Portal, it is important to download first the Import Product Template that is in the CSV format.

It is important to use the downloadable template from the HFSP Merchant Portal. No other file or template can be used in the uploader; the user will encounter an error if another template is used.

  1. Go to Inventory

  2. Below the Import Products button, click the Download template here…

  3. The template will be downloaded into your browser.

II. Enter product details in the CSV template

Now that the CSV template has been downloaded, the user can already start entering the product details into the file.

Here are the data fields that are included in the Inventory CSV template.

Field Name

Required? (Y/N)

Description

Sample Input

ItemName

Y

This is a mandatory field in creating an item.

XC25 Air Conditioner

ItemCategory

Y

This is a required field. Users can enter an already existing Category or a non-existing as the system will insert the new Category into the database upon import.

Air Conditioners

ItemDescription

N

Refers to details of the item.

Highlights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Tax Code

N

Search Tax Code and it will be saved to the item details.

VAT

ItemUnit

Y

Refers to the unit of measurement.

Piece

SKU

Y

Refers to the product code.

Price

Y

Refers to the item price.

150

ImageUrl

N

Get the link of the product image to display it to the Merchant Portal.

https://resources.lennox.com/fileuploads/85b81265-e75c-4a7c-8e0a-7c6164fdcdee19LNX_XC25_Unit_RGB_legacy_medlg.png

Source: https://www.greatlakesheating-ac.com/products/product-listing/?product=XC25

To guarantee that your products are imported to the system, please take note of the upload capacity per file: up to 500 records only.

III. Save the Import Inventory file in CSV format.

Take note of the following tips to prevent the occurrence of errors on the file for upload or on the data input.

Ensure the following:

  • The invoice import file is saved in the correct file format (.csv)

  • The downloaded invoice import file is used

  • File does not contain rows with white spaces

  • Data are entered correctly

III. Upload the Import Inventory file

  1. Log-in to Merchant Portal

  2. Navigate to Inventory - Items.

  3. The Import Products button should be visible on the right-hand side of the page.

4. Click the Import Products button.

  • In this step, the user will be shown two (2) Import Types:

    • Modify Records

      • This type ADDS new record(s).

      • If there are already existing items on file, the app will just UPDATE the items on the list but not delete.

    • Replace Records

      • This type DELETES ALL records in the item list.

Note/s:

It is advised to use Modify Record type if you would like to add new items on the list and retain your old products in the system.
Be extra careful in using Replace Records, please take note that replacing all items on the list means replacing your records as well in the Online Store and Checkout.

  • Select the Import Inventory file you want to upload.5. Click the Upload CSV after choosing an Import Type.

  • Wait for the file to be processed. You will be seeing a small “Processing File…” update below the Upload CSV button.
  • Once the file is processed, you will be shown the Import Products Confirmation list.
    • This is a section where all your data input in the file is listed. Please note that your items are not yet uploaded at this point, this is just a sub-process where you can double-check the records for upload and confirm that records processed are complete and correct.

  • Click the Upload button once you have reviewed the records listed.

  • Click the Confirm button from the Import Confirmation modal to proceed with the upload.

A success message will be shown to the user, “Successfully initiated the import queue!”


IV. Check Import Results

  • Once the import queue is initiated, dismiss the success message dialog, and notice the import status on top of the list.

  • The status will change to “x import(s) completed successfully” once the file has been processed.

Refresh the page to see the changes in the import status.

  1. Click the “x import(s) completed successfully!” to view the import results.

  2. A modal will be opened containing the list of the Completed Imports.

  3. Click on the File Name to display the import status of each record.

4. If after import, you still cannot see the products in your Inventory, check your template again if it is correct and updated, otherwise, try to download the template and use it on your next import.