Importing a new catalogue using the Generic data import
To create a new catalogue, you will need to upload your file.
- In the CMS, navigate to Advanced Settings → Data Import
- Run the Catalogue Import profile
- Select the file to be imported
- At the top of the page the Required Fields are defined
- You also have the option of Downloading a Blank CSV file to use as a template
- Import the file
- On the hour, the scheduled task will run and build your catalogue
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To add or remove products from an existing catalogue you will need to upload a new CSV file using the steps above. The catalogue will then be built using the new data. |
Adding a catalogue to all users of a customer
To add a catalogue to all users for a customer:
- In the CMS, navigate to Users → Customer Maintenance
- Search for the customer
- Select the customer
- Select the Catalogues tab
- Select New and Select a catalogue
- The catalogue has now been added to your users that have access to the customer code
- To remove the catalogue from the customer and all users, follow the steps above and select Remove
- The catalogue will be added or removed immediately by the application
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To remove the catalogue from the customer and all users, follow the steps above and select Remove |
Adding catalogues to specific users
To add catalogues to specific existing users, you will need to upload your file.
- In the CMS, navigate to Users → User Catalogue Import
- Choose the file to be imported
- At the top of the page the Required fields are defined
- Select Import Now the file
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Additional fields may be included in the upload file. The fields are defined on the import page |
Removing catalogues from specific users
To remove catalogues from specific existing users, you will need to upload your file.
- In the CMS, navigate to Users → User Catalogue Import
- Choose the file to be imported
- At the top of the page the Required fields are defined
- Select Delete Now the file