Product classes can be transferred via a CSV import of the technical attributes and of the product data.
CSV import of product classes
Import of technical attributes
You can create a product class template by importing Technical attributes.
It is possible to import the title of a field in several languages. The additional language is listed after the third column. For this, the first row includes the corresponding language code. The title in the second row is considered the title for the active language. Of course, any number of title languages can be additionally imported (column 4, 5, 6, …).
The configuration logic for the article class (product configurator) is stated in the third field in the first row.
Example: Product class of the type “Switchgear cabinet”, Number: SG
SG;Switchgear cabinet;"PISA;Configurator;Democlass";ENG |
DS_NO;Datenblatt;S80;data sheet |
HG_NO;Hauptgruppe;S80;Maingroup |
S_V_RAT;Nennspannung [V];I10;Rated voltage [V] |
S_I_RAT;Nennstrom [A];I10; Rated current [A] |
S_F_RAT;Frequenz [Hz];I10;Frequency [Hz] |
S_DUTY;Arbeitszyklus;S80;Duty cycle |
S_ATEMP_MAX;max. Temperatur [°C];I10 max. Temperature [°C] |
S_DIM_W;Breite (B) [mm];S80;Width (W) [mm] |
S_DIM_D;Tiefe (T) [mm];S80;Depth (D) [mm] |
S_DIM_H;Höhe (H) [mm];S80;Height (H) [mm] |
S_DIM_WEIGHT_TOT;Gesamtgewicht [kg];S80;Total weight [kg] |
HK;Herstellkosten [EUR];F10.3;production costs [EUR] |
DB;Deckungsbeitrag;F10.3;amount of coverage |
Specifying product class titles in multiple languages
In the first row of the CSV file, column 2, the title of the product class is provided. If only the title is specified here (e.g., Lubrication plant), then it is regarded as the current user language, and it is also placed in the language field of the current user language.
The title can also be provided as GER:=Schmieranlage ENG:=Lubrication Unit. To the left of the := the language is stated, followed by the title. Now the titles with a language are placed in the corresponding language field.
Import of the variants
When importing the Variants (product data), you import the variant specifications of the product class.
Example: Specifications of the product class of the type Switchgear cabinet, Number: SG
SG;;;;;;;;;;;;
NAM;DS_NO;HG_NO;S_V_RAT;S_I_RAT;S_F_RAT;S_DUTY;S_ATEMP_MAX;S_DIM_W;S_DIM_D;S_DIM_H;S_DIM_WEIGHT_TOT
SWG 32;1.14;21;400;32;50;continuous operation;40;approx. 800;approx. 300;approx. 1000;approx. 75
SWG 64;1.15;22;400;64;60;continuous operation;40;approx. 900;approx. 320;approx. 1050;approx. 80
SWG 128;1.16;23;400;128;70;continuous operation;40;approx. 1000;approx. 340;approx. 1100;approx. 85
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SWG 32 | 1.14 | 21 | 400 | 32 | 50 | continuous operation | 40 | approx. 800 | approx. 300 | approx. 1000 | approx. 75 |
SWG 64 | 1.15 | 22 | 400 | 64 | 60 | continuous operation | 40 | approx. 900 | approx. 320 | approx. 1050 | approx. 80 |
SWG 128 | 1.16 | 23 | 400 | 128 | 70 | continuous operation | 40 | approx. 1000 | approx. 340 | approx. 1100 | approx. 85 |
Modifiers
The first character of a cell in the header can be a modifier.
Note: It is possible to enter two modifiers if required.
The “!” modifier
The ! modifier means that this field is a key field that is included in the search. If no field is stated as a key field in a data object, it is not searched, but a new record is always inserted. When you search in other data objects, a ! could be before FLD3 and in all the other columns of the other data object. If no ! is found next to the field of another data object, all fields are used for the search.
Updating or replacing empty fields
Via the environment variable PSA_ART_IMP_CLR_FLD, you can control if imported “empty fields” should cause the corresponding fields to be also deleted. This allows you to have those fields emptied during the import for which no data is present in the CSV. Empty cells are ignored if the value of the variable is n (default), whereas with y as the value, all fields are written to.
Prevent automatic calculation in imports
Since JustRelate CRM calculates imports of article structures with links automatically, the import can take very long. Via the PSA _ART_STR_CLC_AUT environment variable, you can temporarily prevent changes in the product structure from being calculated during the import. If you set the value to n, then only manual calculation is possible.
CRM templates for CSV import
JustRelate CRM includes import files with a special CSV format that allows you to conveniently import data volumes of up to 15,000 records, and that may be helpful when editing the import data. This format has been adapted to the CSV export format of Microsoft Excel, so that changes to formats or to the system logic can easily be carried out.
For the import of product data and their structure, three import files are provided that must be imported in this order.
1. Import of the products/services (master data)
This is basically for transferring all typical product data you can find on the "General" tabs. For the assignment of selections like origin, quantity units, or categories, suitable keys that unambiguously identify this selection in the selection table need to be specified. Sectors or product lines can also be loaded with this import file by using a specific value for Type.
2. Import of the products/services (structure data)
This file is for transferring all data based on a parent-child relation, and which you can find on the subordinate "Structure" tab.
3. Import of the BLOB data
The CSV file for the BLOB import has only two columns and no headers. In the first column, the name of the BLOB is specified, and in the second column the file name of the BLOB to be imported can be found. In the product, the reference is created by means of the PSA _ART.FIL field, which was already provided in step 1.