Using the Product Import Tool

The Import Product Upload feature allows you to upload your Products to your cieTrade.net account in batch instead of uploading them one by one. This is the ideal way to import products if you have more than a couple of new products to enter. 

To view a video on this tool visit our help file here.

Finding the Product Import Tool

The Product Import tool can be found by:

1. Navigate to the Products module. 
2. Next to the Go, Export As, and Customize buttons at the top, there will be an option label Import. Click it. 

How to Add / Fill-in Information

The Product Import tool has an exportable file in which you can use to fill out information and reupload, or use to enter directly into the import tool.  All information must be entered into this spreadsheet. For a full break down of each column on the import template visit our help file here.

In-Template Method:

1) To export an empty template directly from the system, click Actions the right hand corner. Select Download Blank Template.

2) Each column represents a data point on the Products form. Each row represents a product. Add the product information into the available fields within the spreadsheet. 

3) Once all of the information has been added, click the Open Template button to browse your files and bring the details into the tool window.  From there, you can finish uploading data using the Upload Products button.

Once this template is imported into the system, the new products can be found in the Products module.

In-cieTrade Method:

1) Click Go to allow the template to pull through.

2) Enter the products directly into the template, and click the Upload Products button when complete.

NOTE: If you've added a Product Group or Category, the information must already exist in the system for the upload to work.

• Product Groups and Categories can be managed in Settings > Common Information > Product Group/Category.
• If you need to import inventory (live products you have on-hand), click here for a helpfile on how to use the Inventory Import Tool.

How to Update Existing Information

This tool can also be used to bulk update existing counterparty details in cieTrade.

To export the products, navigate to the tool. The filters on the left hand side can be used as needed, to pull data ONLY from specific products and/or only with specific Inventory Types assigned.  Click Download Data to produce an Excel spreadsheet with the information.

All new details can be added to the template that was generated from the system.  Once you've finished altering/adding the grade details, save the file and select Open Template on the import tool.  This will allow you to select the file and choose Upload Products to update your product profiles. The information in cieTrade will now match what you've filled out on your spreadsheet.

Flagged Cells & Common Issues

Upon uploading the spreadsheet, you may run into a problem where a handful or more data cells are flagged, which will prevent the upload from being completed. The most common cause of a flagged cell is due to an issue with the information in the cell, or the format that it is in. After the validation check, which occurs upon clicking the  Import Data button, a comment will be added to any flagged cell detailing the reason why it was flagged.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.