How to use File templates
File templates allow you to create templates predefined mappings for import, making it easier if you frequently import the same structures.
Last updated
File templates allow you to create templates predefined mappings for import, making it easier if you frequently import the same structures.
Last updated
You can find File templates by navigating to Settings > General > File templates.
This will present you with an overview of all file templates currently in the system.
To create a new File template click the "+ Create file template"-button in the top-right corner.
Having clicked "+ Create file template" you are presented with the 'Create file template'-page.
We start by setting up the basics, like name and the type of the entity you wish to import.
Next we have the option of limiting the file template to only certain user groups by adding them under 'Availability'. In this tutorial we have elected to allow all user groups to use the file template so we leave it empty.
You can choose to enable 'Use fallbacks' if you want empty localized or segmented values to fallback and finally you can choose the direction, import or export.
For direction you have three options:
Import only - This file mapping only works when importing
Export only - This file mapping only works when exporting
Import and export - This file mapping works when importing and exporting.
For this tutorial we only want the file mapping to work when importing.
For this tutorial we need three fields.
The excel spreadsheet we are using in this tutorial has the headers 'ProductName', 'Brand' and 'Price'. They map to 'Name (en-GB)', 'Brand' and 'Cost Price (DKK)' respectively.
You have now created a file template. To finalize the creation click the "Save"-button in the bottom-right corner to save your file template.
Next time you import entities for which you have a File template, you can click "Load file template" on the data mapping page.
This will reveal a menu showing all of the file templates available to you.
Choose your File template in the dropdown and click "Submit".
Now your File template is loaded and you can cherish the time you saved mapping and click "Next" to continue importing.
Under 'File field map' you can click the "Add field"-button to add a field mappings, these fields represent the mapping of a column to an in the PIM. You can add as many as you wish.
The 'File data field' represents the name of a column in the excel spreadsheet and the 'Map to'-field represents an in the PIM.
Having finished the mapping, you need to choose one or more keys. These key(s) will act as keys to match existing entities in the system. If the key(s) match a in the system, that will be updated with the data from the excel spreadsheet.
