Import Mapping Tool

 
 

Overview

The Import Mapping Tool is a helpful feature that lets you import information into Sellercloud from files (Excel, CSV, or Tab Delimited) with columns that are not the same as the standard Sellercloud fields. This way, external information can be brought into Sellercloud without the need to manually reformat the data.

Read our dedicated article for more information about the Export Mapping Tool.


Access Import Mapping Tool

You can easily access the Import Mapping Tool from your Settings > Mapping Tools > Manage Import Mapping Profiles

From the Import Mapping Tool Page, you can perform a variety of actions:

  • Create – To create a new Import Mapping Profile.
  • Upload To upload a profile. Go to the Action icon > Drag and drop a file, or click to select your file > Upload.
  • Download Template – Go to the Action icon > Click Upload > Click Download Template.
  • Export – To export an existing profile. Select the profile you want to export > Go to the Action icon > Select Export.
  • DeleteTo delete an existing profile. Select the profile you want to delete > Go to the Action icon > Select Delete > Confirm you want to delete by clicking Continue. 
  • CloneTo clone a profile. Select the profile you want to clone > Go to the Action icon > Select Clone > Enter New Profile Name > Save.

Create a Mapping Profile

Mapping Profiles help Sellercloud understand the data you are importing. You can create multiple Mapping Profiles based on your company’s requirements:

  • Orders Profile
  • Tracking Profile
  • Product Profile
  • Inventory Profile
  • Warehouse Inventory Profile
  • Vendor Product Profile
  • Customer Profile

After you create a new profile, you go to the Mapping Profile Details Page to map your columns.

Order Profiles

An Orders Profile lets you import Order new orders into Sellercloud. To create an Orders Profile:

  1. Go to Settings > Mapping Tools > Manage Import Mapping Profiles > Go to the Action icon > Click Create.
  2. Select Orders from the Import Type dropdown menu.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. If applicable, check:
    • Order is Paid – the imported orders will have Payment Status: Charged.
    • Order is Authorized – in case a credit card was authorized, but the payment hasn’t been captured. The Orders imported will have Payment Status: Authorized.
  6. Select a Channel for the orders imported under the profile – Local Store, Website, or Wholesale.
  7. Select Company.
  8. Choose Warehouse from the dropdown menu – the Warehouse that these orders should ship from.
  9. Leave the Vendor dropdown blank to affect all applicable vendors. Specify Vendor to limit profile’s functionality.
  10. Select your Template File.
    • If applicable, check File Contains Headers.
  11. Click Create. The page will automatically refresh to your new Mapping Profile Details Page, where you can map your columns.
Import Profiles with type Order can only create new orders in Sellercloud. You cannot update existing orders via this profile type. If there is an Order ID in the import that already exists in Sellercloud, the row will be skipped.

Tracking Profiles

A Tracking Profile lets you import an order tracking information into Sellercloud. To create a Tracking Profile:

  1. Go to Settings > Mapping Tools > Manage Import Mapping Profiles > Go to the Action icon > Click Create.
  2. Select Tracking from the Import Type dropdown menu.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. If applicable, check:
    • Order is Paid
    • Do Not Change Shipped Orders
  6. Select your Warehouse and Vendor.
  7. Upload your Template File
    • If applicable, check File Contain Headers.
  8. Click Create. The page will automatically refresh to your new Mapping Profile Details Page, where you can map your columns.
The Tracking Import Mapping Tool does not support multiple packages. You can only have one tracking number per order.

Product Profiles

A Product Profile lets you create new products and update existing product information. To create a Product Profile:

  1. Go to Settings > Mapping Tools > Manage Import Mapping Profiles > Go to the Action icon > Click Create.
  2. Select Product from the Import Type dropdown menu.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select Company, Warehouse, and Vendor. 
    • If applicable, check Only Update Existing Products to prevent the Profile to create new SKUs.
  6. Upload your Template File
    • If applicable, check File Contain Headers.
  7. Click Create. The page will automatically refresh to your new Mapping Profile Details Page, where you can map your columns.

Inventory Profiles

By default, Inventory imports work with inventory ranges. This means that an import with an Inventory Profile will set the Inventory to the lowest value within the range. This feature can be used as a Safety Quantity setup to avoid potential overselling.

  • For Example: If the range is 10-20 and the product’s inventory on file is 17, then the quantity will be set to 10.

If you want to update the exact quantity, see the setting below Step 9.

Inventory Profiles let you import files to update inventory quantities of products in the Warehouse you select. With this mapping tool, you can update the following Product’ attributes:

  • Physical Inventory Qty
  • Vendor SKU
  • Site Cost

To create an Inventory Profile:

  1. Go to Settings > Mapping Tools > Manage Import Mapping Profiles > Go to the Action icon > Click Create.
  2. Select Inventory from the Import Type dropdown menu.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select Company.
  6. Select the Warehouse that your inventory will go under for the whole profile.
  7. Select Vendor.
  8. If applicable, check Zero Out Inventory If SKU Not Found In Inventory Feed – if a SKU is not in the imported file, then that SKU’s inventory will be set to zero for the selected Warehouse.
  9. If applicable, enter Consider Qty below as Zero – all products with quantity below the specified amount will be considered as zero quantity. For example, if you set this value to 10, then all inventory values below 10 will be considered 0.
  10. Enter data into Import Static Inventory Up To, if required – this feature imports static inventory up to a certain value with exact quantities entered in the file and then continues with ranges for inventory over this value.
    • Example: If the static inventory up to is 50, then all inventory up to 50 will be imported as entered in the file. Then, from 50 above, it will look at the default range.
  11. Upload your Template File
    • If applicable, check File Contain Headers.
  12. Click Create. The page will automatically refresh to your new Mapping Profile Details Page, where you can map your columns.

Warehouse Inventory Profiles

A Warehouse Inventory Profile allows you to assign a Warehouse per Product and update multiple inventories of multiple warehouses. With this profile, you can update the following product attributes:

  • Physical Inventory Qty
  • Vendor SKU
  • Site Cost

To create a Warehouse Inventory Profile:

  1. Go to Settings > Mapping Tools > Manage Import Mapping Profiles > Go to the Action icon > Click Create.
  2. Select Warehouse Inventory as the Import Type.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select the Company for which the profile will be used.
  6. Select Vendor.
  7. Upload your Template File
    • If applicable, check File Contain Headers.
  8. Click Create. The page will automatically refresh to your new Mapping Profile Details Page, where you can map your columns.

Vendor Product Profile

A Vendor Product Profile lets you update product information for a particular vendor. To create a Vendor Product Profile:

  1. Go to Settings > Mapping Tools > Manage Import Mapping Profiles > Go to the Action icon > Click Create.
  2. Select Vendor Product as the Import Type.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select Company, Warehouse, and Vendor.
  6. Upload your Template File
    • If applicable, check File Contain Headers.
  7. Click Create. The page will automatically refresh to your new Mapping Profile Details Page, where you can map your columns.

Customer Profiles

To create a Customer Profile:

  1. Go to Settings > Mapping Tools > Manage Import Mapping Profiles > Go to the Action icon > Click Create.
  2. Select Customer from the Import Type dropdown menu.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select Company from the dropdown menu.
  6. Upload your Template File
    • If applicable, check File Contain Headers.
  7. Click Create. The page will automatically refresh to your new Mapping Profile Details Page, where you can map your columns.


Map Profile Details

Once you create a profile, a Mapping Profile Details Page will be automatically generated. This page lets you view information and perform actions related to a specific profile. Some actions and information on the Mapping Profile Details Page overlap, but there are a few differences between the profile types.

To access the Mapping Profile Details Page:

  1. Go to Settings > Mapping Tools > Manage Import Mapping Profiles.
  2. Search for your profile > Click Profile ID.

On certain Mapping Profile Details Pages, you can also edit and view Shipping Method Mapping from your Toolbox.

Columns Mapping

The Mapping Profile Details Page is where you can map your columns. To map columns means to select the headers from your file and appoint them to Sellercloud fields, based on your created Import Mapping Profile

When you access the Mapping Profile Details Page, you will see three columns:

  • Sellercloud Column – The column in Sellercloud.
  • Customer Column – The column headers from your file.
  • Custom Value: If you want a static value to be imported for one of the fields (for example, the Order_Email should always be the same here), choose _CUSTOM_VALUE_REQUIRED_ from the Customer Column dropdown, and then enter your static data into the Custom Value column.

If you are unsure how to map your columns, the below tips may help you:

  • To find any Order-Related column, review the Order Change Log. To access your Order Change Log go to Order Details page > Toolbox > Change Log.
  • To find any Product-Related column, alter the product information you want to know the column name for and then view the column associated with that change in the Change Log. To access your Product Change Log go to Product Details page > Toolbox > Change Log.

To map your columns:

  1. Go to the Mapping Profile Details Page > Click Edit.
  2. Go to the Column Mapping panel > Input your information > Save.
For a full list of the available columns and their definitions, see Import Mapping Columns.

Import Data via a Profile

After you’ve created your profile and mapped your columns, it’s time to use your profile to upload information into Sellercloud. The steps to import information vary, depending on the selected profile type.

Import Order Profiles

To import information with an Orders Profile:

  1. Go to Orders > Tools > Import Order Info.
  2. Select Import Orders via Profile > Select your Company and your Profile.
  3. Upload your File.
  4. Click on Import. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud. 

Import Tracking Profiles

To import information with a Tracking Profile:

  1. Go to Orders > Tools > Import Order Info.
  2. Select Import Tracking via Profile > Select your Company and your Profile.
  3. Upload your File.
  4. Click on Import. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud. 

Import Product Profiles

To import information using a Product Profile:

  1. Go to Catalog > Tools > Import Product Info.
  2. Select Import Info via Plugin/Profile.
  3. Select your Company and Profile.
  4. Upload your File
  5. Click on Import. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud. 

Import Vendor Product Profiles

To import information using a Vendor Product Profile:

  1. Go to Purchasing > Tools > Import Purchase Info.
  2. Select Import Vendor Price.
  3. Select your Company and Profile.
  4. Upload your File.
  5. Click on Import. A Queued job will be created and once completed, the intended data will be integrated into Sellercloud. 

Import Inventory and Warehouse Inventory Profiles

To import information using an Inventory or Warehouse Inventory Profile:

  1. Go to Inventory > Tools > Import Inventory Info.
  2. Click Import Inventory via Profile.
  3. Upload your File.
  4. Select your Profile from the dropdown menu.
  5. Click on Import. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud.

Import Customer Profiles

To import information using a Customer Profile:

  1. Go to Customers > Tools > Import Customers > Import Customer Info.
  2. Select your profile from the Import Via Plugin dropdown menu.
  3. Select your File TypeExcel, CSV, or Tab Delimited.
  4. Upload your File.
  5. Click on Import. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud.

Import via Scheduled Tasks

In addition to importing data manually, you can also set up a Scheduled task that imports information via a Mapping Profile. This is particularly useful when you are receiving inventory information from Vendors, importing orders from a marketplace that is not integrated with Sellercloud, or in any other case where the imports need to happen on a regular basis.


Overview

The Import Mapping Tool is a helpful feature that lets you import information into Sellercloud from files (Excel, CSV, or Tab Delimited) with columns that are not the same as the standard Sellercloud fields. This way, external information can be brought into Sellercloud without the need to manually reformat the data.


Access the Import Mapping Tool

You can access the Import Mapping Tool from your Settings tab. 

From the Import Mapping Tools Manage Page, you can perform a few different actions:

  • Add New Mapping – To create a new profile.
  • Delete – To delete an existing profile. Select the profile you want to delete > Go to the Action menu > Select Delete.
  • Export – To export an existing profile. Select the profile you want to export > Go to the Action menu > Select Export.
  • Upload Profile(s) To upload profiles. Click Select File > Choose your file > Upload Profile(s) to upload your profiles.
  • Download Sample – To download a sample template.

Create a Mapping Profile

Mapping Profiles help Sellercloud understand the data you are importing. You can create multiple Mapping Profiles based on your company’s requirements:

  • Orders Profile
  • Tracking Profile
  • Product Profile
  • Inventory Profile
  • Warehouse Inventory Profile
  • Vendor Product Profile
  • Customer Profile

After you create a new profile, go to the Mapping Profile Details Page to map your columns.

Order Profiles

An Order Profile lets you import new orders into Sellercloud. To create an Order Profile:

  1. Go to Settings > Import Mapping Tool > Click Add New Mapping.
  2. Select Orders from the Import Type dropdown menu.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. If applicable, check:
    • Order is Paid.
    • Order is Authorized – in case a credit card was authorized, but the payment hasn’t been captured.
  6. Select an Order Source from the dropdown menu – Local Store, Website, or Wholesale.
  7. Select Company.
  8. Choose Warehouse – the Warehouse that the orders should ship from.
  9. Leave Vendor dropdown blank, to affect all applicable vendors. Specify Vendor, to limit profile’s functionality.
  10. Click Choose File and upload the file. 
    • If applicable, check File contain headers.
  11. Click Save Profile. The page will automatically refresh to your new Mapping Profile Details Page, where you can map your columns.
Import Profiles with type Order can only create new orders in Sellercloud. You cannot update existing orders via this profile type. If there is an Order ID in the import that already exists in Sellercloud, the row will be skipped.

Tracking Profiles

A Tracking Profile lets you import tracking information for unshipped orders. To create a Tracking Profile:

  1. Go to Settings > Import Mapping Tool > Click Add New Mapping.
  2. Select Import Type: Tracking.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. If applicable, check:
    • Order is Paid
    • Do not change shipped orders
  6. Choose Warehouse – the Warehouse that the orders should ship from.
  7. Leave the Vendor dropdown blank to affect all applicable vendors. Specify a Vendor to limit the profile’s functionality.
  8. Click Choose File and upload the file. 
    • If applicable, check File contain headers.
  9. Click Save Profile. The page will automatically refresh to your Mapping Profile Details Page, where you can map your columns.
The Tracking Import Mapping Tool does not support multiple packages. You can only have one tracking number per order.

Product Profiles

A Product Profile lets you create new products and update existing product information. To create a Product Profile:

  1. Go to Settings > Import Mapping Tool > Click Add New Mapping.
  2. Select Product as the Import Type.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select Company.
  6. Choose Warehouse – the Warehouse that the orders should ship from.
  7. Leave the Vendor dropdown blank to affect all applicable vendors. Specify a Vendor to limit the profile’s functionality.
  8. If applicable, check: 
    • Only Update Existing Products
    • Only Create New Products
  9. Click Choose File and upload the file. 
    • If applicable, check File contain headers.
  10. Click Save Profile. The page will automatically refresh to your Mapping Profile Details Page, where you can map your columns.

Inventory Profiles

By default, Inventory imports work with inventory ranges. This means that an import with an Inventory Profile will set the Inventory to the lowest value within the range. This feature can be used as a Safety Quantity setup to avoid potential overselling.

  • For Example: If the range is 10-20 and the product’s inventory on file is 17, then the quantity will be set to 10.

If you want to update the exact quantity, see the setting below Step 9.

Inventory Profiles let you import files to update inventory quantities of products in the Warehouse you select. With this mapping tool, you can update the following Product’ attributes:

  • Physical Inventory Qty
  • Vendor SKU
  • Site Cost

To create an Inventory Profile:

  1. Go to Settings > Import Mapping Tool > Click Add New Mapping.
  2. Select Inventory from the Import Type dropdown menu.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select Company.
  6. Choose the Warehouse that your Inventory will go under in the whole profile.
  7. Select Vendor.
  8. If applicable, check Zero out inventory if SKU not found in inventory feed – if a SKU is not in the imported file, then this SKU’s inventory will be set to 0 for the selected Warehouse.
  9. If applicable, enter Consider Qty below as Zero – all products with quantity below the specified amount will be considered as 0 quantity. For example, if you set this value to 10, then all inventory values below 10 will be considered 0.
  10. If applicable, enter data into Import static inventory upto – this feature imports static inventory up to a certain value with exact quantities entered in the file and then continues with ranges for inventory over this value. You can also view ranges on the Mapping Profile Details Page.
    • Example: If the static inventory upto is 50, then all inventory up to 50 will be imported as entered in the file. Then, from 50 above it will look at the default range.
  11. Choose File template to import from your computer.
    • Check File contains headers if applicable.
  12. Click Save Profile. The page will automatically refresh to your Mapping Profile Details Page, where you can map your columns.

Warehouse Inventory Profiles

A Warehouse Inventory Profile allows you to assign a Warehouse per Product and update multiple inventories of multiple warehouses. With this profile, you can update the following product attributes:

  • Physical Inventory Qty
  • Vendor SKU
  • Site Cost

To create a Warehouse Inventory Profile:

  1. Go to Settings > Import Mapping Tool > Click Add New Mapping.
  2. Enter Profile Name
  3. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  4. Choose Warehouse Inventory as the Import Type.
  5. Select Company.
  6. Select Vendor.
  7. Click Choose File > Upload your file. 
    • If applicable, check File contain headers.
  8. Click Save Profile. The page will automatically refresh to your Mapping Profile Details Page, where you can begin to map your columns.

Vendor Product Profiles

A Vendor Product Profile lets you update product information for a particular vendor. To create a Vendor Product Profile:

  1. Go to Settings > Import Mapping Tool > Click Add New Mapping.
  2. Select Vendor Product as the Import Type.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select Company, Warehouse, and Vendor.
  6. Click Choose File, to upload your file.
    • If applicable, check File contains headers.
  7. Click Save Profile. The page will automatically refresh to your Mapping Profile Details Page, where you can map your columns.

Customer Profiles

A Customer Profile lets you update customer information. To create a Customer Profile:

  1. Go to Settings > Import Mapping Tool > Click Add New Mapping.
  2. Select Customer as the Import Type.
  3. Enter Profile Name
  4. If initial rows from your file should be skipped, enter their amount in the Skip First Rows field.
  5. Select your Company.
  6. Click Choose File and upload your file. 
    • If applicable, check File contains headers.
  7. Click Save Profile. The page will automatically refresh to your Mapping Profile Details Page, where you can map your columns.


Map Profile Details

Once you create a profile, a Mapping Profile Details Page will be automatically generated. This page lets you view information and perform actions related to a specific profile. Some actions and information on the Mapping Profile Details Page overlap, but there are a few differences between the profile types.

To access the Mapping Profile Details Page:

  1. Go to Settings > Import Mapping Tool.
  2. Search for your profile > Click Profile ID.

You can view and edit Shipping Method Mapping on your Mapping Profile Details Page by selecting Method received, Local Carrier, and Local Service. If applicable, check Rush Order and then click on Save Ship Method Mapping to implement the change.

Columns Mapping

The Mapping Profile Details Page is where you can map your columns. To map columns means to select the headers from your file and appoint them to Sellercloud fields based on the uploaded template

When you access the Mapping Profile Details Page, you will see three columns:

  • Sellercloud Column: The column in Sellercloud.
  • Customer Column: The column headers from your file.
  • Custom Value: If you want a static value to be imported for one of the fields (for example, the Order_Email should always be the same here), choose _CUSTOM_VALUE_REQUIRED_ from the Customer Column dropdown, and then enter your static data into the Custom Value column.

If you are unsure how to map your columns, the below tips may help you:

  • To find any Order-Related column, review the Order Change History. To access your Order Change History go to Order Details page > Toolbox > History > Show History.
  • To find any Product-Related column, alter the product information you want to know the column name for and then view the column associated with that change in the Product Change History. To access your Product Change History go to Product Details page > Toolbox > History > Show Full History.

To map your columns:

  1. Go to the Mapping Profile Details Page and scroll to the column mapping.
  2. Input your information > Click Save Mapping.
For a full list of the available columns and their definitions, see Import Mapping Columns.

Import Data via a Profile

After you’ve created your profile and mapped your columns, it’s time to use your profile to upload information into Sellercloud. The steps to import information vary, depending on the selected profile type. 

Import Orders Profiles

To import information with an Orders Profile:

  1. Go to Orders > Import Orders.
  2. Select Order Import Profile from the Channel dropdown menu.
  3. Select your mapping profile from the Order Import Profile dropdown menu.
  4. Click Choose File > Upload your file.
  5. Click Process Order to submit your import. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud. 

Import Tracking Profiles

To import information using a Tracking Profile:

  1. Go to Orders > Import Tracking Info.
  2. Select Company.
  3. Click Choose File > Upload your file.
  4. Select your Import Profile from the Plugin dropdown menu.
  5. Click Import Tracking Details. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud. 

Import Product and Inventory Profiles

To import information using a Product or Inventory Profile:

  1. Go to Inventory > Import Product Info.
  2. Select Import Profile from the Select Plugin dropdown menu.
  3. Select your Import Profile from the Profile dropdown menu.
  4. Click Choose File and upload your file.
  5. Click Import Products Info to proceed. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud. 

Import Warehouse Inventory Profiles

To import information using a Warehouse Inventory Profile:

  1. Go to Inventory > Warehouse Inventory Import.
  2. Go to Import Inventory With Profile.
  3. Click Choose File and upload your file.
  4. Select your Import Profile from the Select Profile dropdown menu.
  5. Click Import Inventory via Profile. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud. 

To update your Warehouse Inventory without a specific profile, refer to Set Physical Inventory in Bulk article.

Import Vendor Product Profiles

To import information using a Vendor Product Profile:

  1. Go to Inventory > Import Product Info > Import Vendor SKU/Prices.
  2. Select Company and Profile from the dropdown menus.
  3. If applicable, check Do not create vendor if not exists.
  4. Click Choose File and upload your file.
  5. Select a specific Job Schedule Time, if needed.
  6. Click Import Products/Prices. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud. 

Import Customer Profiles

To import information using a Customer Profile:

  1. Go to Customers > Import Customers.
  2. Click Choose File and upload your file.
  3. Select your Profile from the Import via Plugin dropdown list.
  4. Click Upload Customers. A Queued job will be created, and once completed, the intended data will be integrated into Sellercloud.

Import via Scheduled Tasks

In addition to importing data manually, you can also set up a Scheduled task that imports information via a Mapping Profile. This is particularly useful when you are receiving inventory information from Vendors, importing orders from a marketplace that is not integrated with Sellercloud, or in any other case where the imports need to happen on a regular basis.


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