Product Packages Import from CSV/FTPS
Importing product packaging attributes from CSV/FTPS allows automatic import of product packaging data into Quant from the FTPS server. Through this import, you can either update existing packages in Quant or create new products along with their packaging information.
1. Preparing a file for import
First, you need to create an Excel file with the package information - such as product ID, product package name, width, height, depth, etc. The file must contain a unique product ID or EAN that Quant will use to pair the package information with the product. Each row represents one product package and each column represents one property. Once the file is ready, it needs to be exported and saved as a CSV file.
More information can be found in the manual Preparation of data for import into Quant
2. Uploading a file to FTPS
Upload the file you want to import to the appropriate folder, e.g. Packages on FTPS.
3. Setting up an automatic task
In the Automatic tasks section, create a new automatic task Import Product Packages Data from CSV.
Before starting the import, you need to edit the following attributes on the Settings page:
- Check the attribute Enabled to enable the task.
- Fill the File extensions.
- Set the CSV file format correctly to match your imported file, especially the character set and delimiters.
- In the CSV Product Package Attribute Mapping line assign the appropriate attribute from Quant to all columns you want to import.
- Fill in the Address (Primary Server) line with "ftp.extech.eu", your Username (Primary Server) and Password (Primary Server) for the FTPS server.
- Fill in the Server Path (Primary Server) line with the name of the folder where you have the imported file stored on your FTP.
Attributes
Below is an overview of other attributes that you can set as part of the automatic task:
Attribute | Description | Type |
Enabled | Specifies whether the automatic task is active and data can be sent through it. | yes/no |
Title | Custom name of the automatic task. | text |
Description | Custom description of the automatic task function. | formatted text |
Frequency | Specifies when to import files from FTPS. | time |
Notes | Notes. | text |
Emails for Notifications | One or more email addresses to which emails with error conditions will be sent. | list of strings |
File Extensions | Write all possible extensions that the imported file can contain. | formatted text |
Filename Pattern | Based on the specified expression, the files to be imported are filtered from all files in the destination directory. If there is only one file in the specified destination directory, it is not necessary to fill in the file name format. | text |
Extract Zips | Check if you have uploaded a zipped file. | yes/no |
Warn if No Files for Import Since | If no data has been imported since the specified date, you will receive a notification. | date selection |
Empty Value Strings | Enter here the values from the imported file to be ignored, or treated as empty strings. | formatted text |
Column Separator | Select which column separator is used in your CSV file. | selection |
Escaping | Check if you use escaping in the file. | yes/no |
Escape Character | Select the escaping character you are using. | character |
Ignore Escape Character | Check if the escaping character is to be ignored. | yes/no |
CSV Product Package Attribute Mapping | Assign the appropriate Quant attribute to all columns you want to import. | list of attributes |
Character set | Select the character set of your CSV file. | selection |
Header Line Count | Write the number of the lines with header. | number |
Decimal Point | Select the sign for the decimal point used in your CSV file. | selection |
String Value for TRUE | Write what value in the file represents "TRUE" e.g. 1. | text |
Measure Unit | Select which unit you use in the file, e.g. cm or mm. | selection |
List Item Separator | Select the list item separator which is used in your CSV file. | selection |
Date Format | Date entry format, eg 31.12.19. | selection |
Primary Server Host | By default "ftp.extech.eu", unless you use your own server. | text |
Primary Server Port | Standard 21. | text |
Primary Server Username | Your username in FTPS server. | text |
Primary Server Password | Your password in FTPS server. | text |
Primary Server FTP Client Type | Choose the FTP client type. | selection |
Primary Server Implicit SSL | Select if you want to use default SSL. If you do not check the box, explicit SSL for FTPS will be used. | yes/no |
Primary Server Plane FTP | Select if you want to use an unsecured FTP protocol. | yes/no |
Primary Server Keep Source Files Untouched | Select if you want the file to remain on FTPS after import. | yes/no |
Primary Server Path | Write the name of the folder in which the product file is located. For example packages. | text |
Matching Attribute | A product attribute in Quant by which imported products are assigned to Quant. | selection |
Create New Products | If enabled, the import will create new products for non-existent product IDs. | yes/no |
Set New Products for Planogramming | If enabled, newly created products will be designed to create planograms. This option is active only when Create New Products is enabled. | yes/no |
Ignore Deleted Products | By default, when the import does not find a live product for a given ID, it searches among the deleted products. If it finds a deleted one, it revives it. Enabling this option ignores deleted products instead of reviving them. | yes/no |
Do Not Overwrite Non-Zero Measurements | If this option is enabled, measurements from imported records (e.g. height, width) are imported only if the existing measurement value in Quant is zero. | yes/no |
Name of Default Package | You can fill in a name here that will be set for the default package. | text |
Remove Non-Updated Packages | Quant removes all packages that are not updated by the import. | yes/no |
Remove only Empty Packages | Quant removes all packages that do not have a defined name and dimensions. | yes/no |
4. Starting an automatic task
Once you have set all the necessary attributes, you can import products packages immediately via the Launch button or you can wait until the products packages are imported automatically based on the set Frequency. If the automatic task is complete, a message will appear in the upper right corner indicating the successful import. In the Products section, you can check if the product packs have been created or edited correctly.
If the import has not succeeded, in the Execution Log you will find more details about why did the import fail.
5. Execution Log
In the Execution Log tab, you can view a summary of each execution of an automatic task, including statistics, errors, and warnings.
If you select a specific line of the log, you can view its detail via the Show Items button.
If a task ends with an error or warning, you can read the specific error or warning message using the Show Errors and Show Warnings buttons.