Product: Transaction Manager

Article Link: http://help.truecommerce.com/en/articles/2920888-transaction-manager-importing-a-csv-file

When it comes to filling out your Item Catalog or Partner List tables, you have a couple options: you can enter the information manually OR you can import a CSV file. Importing a CSV file can be a real time saver if you have a lot of information to enter!

Note: When you import a CSV file, the file is automatically saved. The Save button will only appear if you make changes to the data in a current table.

Item Catalog

Partner List

Related documentation and resources


Item Catalog

To import a CSV file into your Item Catalog, first make sure the item information is in columns that match the Item Catalog headers. The example CSV file below matches the headers of the Item Catalog, including keeping one column blank so nothing goes into that space.

Keep in mind that the item information is space and case sensitive. Spelling errors or extra spaces will cause errors during the export and import processes. Additionally, make sure there aren't any extra blank lines in the file, as these will cause the import file to error.

Also, if your Item Catalog is already filled in and you want to import new item information, you can re-import your CSV file. The Item Catalog will import the new items and skip any duplicates.

Once the CSV file is ready to go, click Import in the Action Bar, and select the file.


Partner List

Importing a CSV file into the Partner List is helpful when you have a multipartner setup, which means that you have multiple partner records for one Trading Partner within your Business System. A multipartner setup has three steps:

Step 1: EDI Partners (where you enter the partner record names)

Step 2: Translation Parameters (a specific value being sent on every order from your Trading Partner, and is linked to one of the customer records within your Business System)

Step 3: Translation Values (the parameters for the value chosen in Step 2)

The CSV file will need to have EDIPartner as the header in column 1 with the partner record names from your Business System listed in the column. Column 2 will need to have the token number associated to Step 2 as the header with the corresponding values from Step 3 listed in the column.

To ensure the correct token is used, start within your Partner Setup. Enter the first value in Steps 1 and 3 after selecting the Step 2 value you want to use. Export the current setup, and then add to it.

Once your CSV file is ready to go, click Import under Step 1 and select your file.


Related documentation and resources:

Understanding the Item Catalog

Understanding the Partner List

For more information about the Item Catalog and the Partner List, check out the Integration Basics course in TrueCommerce University!

Also, check out Guided Tutorials for step-by-step guidance on the Item Catalog and the Partner List!

rev: 6/18/21

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