Importing Opportunity Products

Notes:

  • Please review the steps in the article “Use an Excel file as a data source” if you want to use Excel files.
  • Make sure that all Product Category names used in the product import file already exist in Pipeliner prior to importing.
  • Start with a sample import file with just a few records for testing purposes.  You can always change the source file once you have proven that the import is working properly.

Importing Opportunity Products is relatively easy.  Lets assume that we have a file with opportunity products as shown below.

 

1.  Create a new import process

Select New Process | Import/Update Pipeliner Data

2.  Provide a name for the process then click Next.

3.  Select “Update Opportunity Products”

4.  Select Data Source (import data file).

With “I will import data from a text file” selected, click on “Add Data Source” button to browse/select the CSV file.

To import from an Excel file, please review steps in the article “Use an Excel file as a data source”.

Click “Next” > “Finish” once a data source has been selected.

5.  Go to Field Mapping tab and map the product fields

To map a field, simply select a fieldname from Pipeliner Fields list and select a field from the Source Fields then click on the “Map >>” button.

The PRODUCT_CATEGORY_ID needs to be mapped using an expression.  To do this, select “Product_Category_Id” in the Pipeliner Fields listbox, select “<Expression>” in the Source Fields listbox then click on “Map >>”.  The following query will retrieve the unique id for the product category assigned to the opportunity product.

select id from opportunityproductscategory where name = ‘@@ProductCategory’ and is_deleted = 0

If your import data has a different import fieldname for the product category, for example it is called “Category” then the expression would use ‘@@Category’ instead of ‘@@ProductCategory’

Make sure that when mapping the Product_Category_Id in the expression builder dialog that you select the “SQL Statement” option and select the Pipeliner Database item from the drop down.

 

6.  Preview field mapping results

In the Field Mapping section, you should see a “<<Previous” and “Next>>” button.  Click on each one and you should see the “Preview” column show all field mappings populated.

If the Product_Category_Id preview is empty, then it means that the query has been entered incorrectly or that there is no matching Product Category in Pipeliner.

7.  Setup Record Matching

If you intend on importing new products and need to update existing products then you need to define record matching.

Go to “Record Matching” tab and click on “New Match Criteria”. The sample record matching criteria below uses the SKU as a unique identifier for each product.

The “Record Filter Expression” is very important.  The filter shown above will prevent matching against deleted records in Pipeliner.

Click “OK” then close Import/Update Data dialog by clicking on “Save and Close” button.

8.  Run the import process

The process should import all products into Pipeliner.  To verify if the entire process is free of errors, go to the “Status Logs” tab.

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