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Product import using a CSV file

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Requirements for the CSV file

Text instruction:

The requirements for the CSV file are listed below:

  • The columns in the CSV can be given any name, but the first column must contain the "Id" (ProductID) .  
  • In addition, the field “ProductName” (the product name) must be included to be displayed in the matrix. 
  • Include a "Picture" (URL to the product picture) column. 
  • In the Column names there are not allowed to be no spaces allowed. If you want to use several words as column names, these should be written together and the first letter of the new word starts with a capital letter, such as “productName”. 
  • Text fields must be enclosed in quotation marks (“…”). 
  • As a separator. a Semicolon (;) should be used. 
  • The CSV file has to be saved with the character code UTF-8

The descriptions for benefits and shortDescription can be imported with cleanly formatted HTML code (for example "

  • text1
  • text2
“For bullet points. 

Video tutorial:

A short list of the requirements for creating, editing and saving a CSV file.

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Relationship between the CSV file and the results page

The results page can be freely configured to a certain extent. The respective columns with the corresponding content that have been specified in the CSV file (e.g. productName, shortDescription, etc.) can be found in the selector in the DataSourceColumn and can be selected and assigned there. These columns can be viewed on the results page.

In principle, DataSourceColumn enables the column contents of the CSV file to be displayed on the results page.

How to get to the DataSourceColumn option: In the questionnaire scroll to the Result Page Product Sections area, select Add Sectionand choose one of the options listed. By clicking on Additional data you can for example display the CSV columns benefits and shortDescription (description) on the results page. You can now access the contents of the columns of the CSV file under DataSourceColumn.

The connection of the CSV file with the Backend to the Frontend looks like this: 

Connection of the CSV file with the backend to the frontend

Info: above: CSV file; left: backend or settings in the digitizer; right: front end (product recommendation for the user)

Getting Started - Product Import: ColorSelector Template CSV file 

Use the Getting StartedColor Selector Template CSV file to create your own color selector. Download it first. You can see the structure, the column names and product information.

https://cdn.foxbase.de/f/Selector/allyoucaneat/GS_Farbselektor_Template.csv

Select the menu item Products and click IMPORT PRODUCT DATAto import the template CSV file. Follow the instructions there. 

CSV file import
  1. The window Product import pops up. Choose Drop a file here or click to upload.
  2. In the next window select the desired CSV file or the CSV template.
  3. Complete the import.

The products have now been imported. In order to assign the various products to the appropriate selection options, a meaningful matrix must be created in the next step.

Create a CSV file

Text instruction:

Download the following CSV file template and open it in Open Office or Excel.

https://cdn.foxbase.de/csv_template/CSV_Template.csv

Video tutorial:

How to create a CSV file explained in a few steps.

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Save Excel spreadsheet in CSV format

Briefly explains how an Excel spreadsheet is saved in CSCV format.

Text instruction:

The created Excel file must then be saved in CSV format. 

A CSV file can be saved in the UTF-8 character code as follows:

    1. Open Excel "empty" 
    2. Under "Data" click on "From Text / CSV" 
    3. Select and open the corresponding Excel spreadsheet with the products 
    4. Click on §Load§ in the import window 
    5. Save as CSV UTF-8 

Video tutorial:

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We look forward to every inquiry about the Digital Product Selector. Let's digitize B2B sales sustainably together!

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