Operations Customers - Create Company Group Catalogs by Import

1. Prepare Import File

   In order to create company group catalogs by import, the import file will first need to be prepared.

   

2. "code" = code value for the catalog

   In the .CSV file, you will need three columns. The first column should be titled "code". This is the code value for the catalog. It is required and must be unique. Since we are creating here, the user would specify a new value for the code.

   

3. "name" = name of the catalog

   The second column should be titled "name". This the name of the catalog you are creating. The customer will see this on the commerce site, and while not required for import/export it is highly recommended to fill out.

   

4. "customerGroupCode" = company group code

   The third column should be titled "customerGroupCode". This is the code value of the company group you want to add the new catalog to. It is a required field.

   

5. Navigate to "Company Groups"

   To know what customerGroupCode to use, navigate to the "Company Groups" section. In order to access "Company Groups" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "customerGroupView" and "customerGroupEdit".

   

6. See "Company Group Code" column

   See the "Company Group Code" column to view the unique codes assigned to each company group.

   

7. Navigate to "Import"

   Once your file is ready for importing, navigate to the "Import" screen in the Operations Portal. In order to access the "Import" screen, you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "importEdit".

   

8. Click on the "Choose an importer" field

   Click on the "Choose an importer" field to select the type of import you want to initiate.

   

9. Type in "mapping-basicCompanyProductCategoryUpload"

   Type the import code "mapping-basicCompanyProductCategoryUpload".

   

10. Select the code

    Select the correct code from the options that appear.

    

11. Click "Choose File

    Next, you will need to choose the prepared .CSV file from your device's personal files. Click "Choose File".

    

12. Select the "Import" button

    Once you've selected the file for import, click the "Import" button. Please be sure that you select the correct file, as there are no rollbacks for imports. If you are importing a large amount of data, it may take a short amount of time to complete. The import will continue to run in the background.

    

13. Confirm import

    If the import is initiated successfully, you will see a success message. You will also receive an email report once the import has finished.

    

14. Navigate to "Company Groups"

    To confirm the import was successful, navigate to the "Company Groups" screen.

    

15. Click on the "More Details" icon

    Select the "More Details" icon associated with the customer group code you added to your .CSV file.

    

16. Click on "Catalog"

    Click the "Catalog" tab.

    

17. Confirm catalog was added

    If the import was successful, you will see the newly added catalog here, and it should only be available to the assigned companies.