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adminhelp:productadministration:importattributes [2011/04/20 19:12] (current)
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 +====== Import Attributes ======
 +If there is need to create a lot of attributes at the same time, it can sometimes be easier to just import them from an excel spreadsheet.  This is possible from the **Import Attributes** administrative section.  In addition to importing new attributes, user can also export all existing attributes in the system.  This is an easy way to modify many existing attributes. \\ 
 +Selecting the **Import Attributes** link under the Products drop down will bring up the Import Attributes screen shown in Figure A.  Here user can download the excel file template for uploading new attributes, export all the attributes in the system to an excel file, and upload an excel file for creating or modifying attributes. \\ 
 +{{ productadministration:attributeimport.jpg }}  
 +;#;//Figure A - Attributes Import//;#; 
 +The template provided as a download is used for uploading new attributes. The template includes columns for a System ID, Index, Attribute Name, Display Value, Value, and Data Type. It comes with some pre-entered values to direct you in creating new attributes.  Make sure you delete these entries, otherwise when you upload the spreadsheet these will be created as attributes. \\ 
 +When creating entries in the spreadsheet, it is important not to add a value in the **System ID **column.  This value is strictly for the system’s use.  The **Index **column is used by the system when importing the attributes. This allows the system to uniquely identify each attribute value on the spreadsheet.  User can easily fill this column in by using Excel’s fill feature.  When creating entries for an attribute and its values, start the index by 1 and increase it by 1 for each attribute value on the spreadsheet. \\ 
 +To create a new attribute entry in the spreadsheet, enter the name of the attribute in the **Attribute Name** column.  This column will then remain the same for all the attribute values that will be in that attribute. For each attribute value enter its attribute value in the **Display Value **column and its value code in the **Value **column.  The **Data Type** column is setup with a data validation so user can only enter the data types that the system uses.  Selecting any cell in this column displays a drop down arrow where you can select a valid data type. \\ 
 +{{ productadministration:atrtempleta.jpg }}
 +;#;//Figure B - Attributes Import Template//;#; 
 +Once user has  entries for all the attributes he would like to create, save the file then go into the Import Attributes admin section.  Click the **Browse **button in the Import Attribute section of the page. Choose the modified template and click **Import**. \\ 
 +<note>Besides adding new entries, do not modify the template file. All the columns shown in Figure B need to exist for the upload to be successful.  In addition, all cells need to have a data type of text and cannot contain special characters such as <nowiki>( ), ***, ” </nowiki>.  User can view restrictions and required columns on the **Important Info** sheet tab of the Attribute Import Template.</note> 
 +During an import, the system checks the file to ensure that it does not have any invalid entries. Invalid entries will records that have been left blank.  Each record is defined as each attribute value entry in the spreadsheet.  The system processes the entire spreadsheet and returns the status. \\ 
 +{{ productadministration:attimportresult.jpg }}  
 +;#;//Import With Preview //;#; 
 +If there is at least one valid record to import, user can either import it with a preview or without.  If **Import With Preview** is chosen then user is given the option to select or reject attribute values before they are saved into the system.  This view will also show any invalid records that were found during processing of the spreadsheet.  Choosing **Import Without Preview** will import all the attributes without a review screen first.  In addition, if user has invalid records in the spreadsheet, then user can choose to only see those records by selecting **Import With Preview of Invalid Records Only**. \\ 
 +{{ Wiki::importattributesb5.png }}  
 +;#;//Import With Preview//;#; 
 +{{ Wiki::importattributesb6.png }}  
 +;#;//Import With Preview of Invalid Records Only//;#; 
 +Whichever selection was made, the attributes will be saved to the system by clicking **Save**.  With exception to the Import Without Preview selection which saves all valid attributes immediately. \\ 
 +In addition to uploading new attributes into the system, the Import Attributes admin section allows exporting all existing attributes in the system to a spreadsheet similar to template that user can download. Exporting all attributes can be helpful because it allows seeing all attributes in a list where user can modify existing attributes or add new ones. \\ 
 +To export all attributes, click the **Export **button in the Export Attributes section on page.  The system gathers all the attributes in system and enters them into a spreadsheet in the same format of the template.  A link is then provided where user can download the file. \\ 
 +{{ Wiki::importattributesb7.png }}  \\ 
 +;#;//Attribute Export//;#;
 +With this file user can modify the existing attributes or add new ones to the end of the list.  When finished, upload the file the same way as described above.  The same screens will appear where user can preview or import without a preview. \\ 
 +<note>Even though the preview screen displays all the attributes in the spreadsheet, not all will be saved into the system.  Only the attributes without a value in the System ID column will be saved as new attributes.</note> 
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