Product and/or supplier information can be added to our system in several ways.
Here is a brief description of how to import files from the front end.
There are several types of imports
Supplier imports - Allow you to create new suppliers and update existing ones
Product imports - Allow you to update the webshop product information.
Product Compositions - Allow you to import composed products
Promotions imports - Allow you to import promotion information
Supplier Products - Allow you to create the relation between product and supplier (supplier product) and update supplier product information
Sales Order imports - Allow you to update sales data
Buy Order imports - Allow you to update buy order data
Some integrations sync this information to Optiply; others do not, so it is possible to create and update data in Optiply.
Once you import starts, you can track its progress on this page.
Depending on the size of the file, this can take some time. You can track the progress from the imports page by going to Settings, Data management and selecting Imports/Exports (follow the link for more details).
Keep in mind that imports should only be used for the integrations that do not support data transfer through the source system.
Importing data that is synced through the source system will always be overwritten. In some cases, it can duplicate products and suppliers and cause discrepancies in your data.
From the product page, only product and supplier product attributes will be imported.
From the supplier page, only supplier settings will be updated
If you need assistance to convert a .xlsx file into a .csv file, check out this page
We advise updating information in the App or via our public API. If you encounter any difficulties, please reach out to us, and we will assist with this process.
The information must be provided in a fixed format. The file must be a CSV file, separated by commas. Send the file to support@optiply.nl or by chat message, and we will process the list for you.