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Import supplier-product data

Linking products to suppliers can be done in several ways. The frontend and the API are preferred.

Carla Domingos avatar
Written by Carla Domingos
Updated this week

There is more than one way to import supplier-product data to Optiply. Besides manually linking suppliers, you can also send this information via the API or import it from your app.


Create supplier products

For the integrations that do not have this feature, it is possible to use imports in Optiply's app, so you can create supplier products.
To create supplier products is to create the connection between a product and a supplier.

You can only create a supplier product if both the product and the supplier already exist in Optiply.


Here is how you can do that by importing:
Go to the Product Page and select Supplier Products, then click on Imports.
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Select Add new supplier products and click Next.

Here you'll decide how to identify your products by choosing the Supplier identifier, which can be the Optiply ID or the Supplier name.
And the product identifier, which can be the Optiply ID, SKU, EAN or Article code.
You can then click Next.

Here you'll be able to download a template to create your file as well as see all the attributes you can import.
Keep in mind that the first 3 attributes are mandatory: Product identifier, supplier Identifier and the product name. These 3 columns are also the only ones you need to create a supplier product, but you can also add as much information as available in the list for each product. When ready, click Next.

Once you have your file ready, you can drop it here and click Next.

Here is where you'll match the columns in your file to the ones in Optiply.
Make sure you match the correct columns to the supplier identifier and the product identifier. When all the columns in the file are matched, you can click Next.

This is where you have the final check; if any columns are missing, you'll see it here.

If there are no errors they this is what you'll see, and you can click Import.

Once the import starts, you can track it from your imports page.
For that, you can go to the Imports/Exports Page (follow the link for more information).

Once the file is finished, you'll be able to see the report.
All the lines in the file that have succeded are in that column. All the lines that were not updated are in the failed column.

CAUTION: You should only create supplier products through import if your integration does not support this; otherwise, you'll create duplicates in Otiply that will not be connected to your source system.


Update supplier products

You can update any existing supplier product attributes available in our API through the front end.
Here is how:
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Go to the Product Page and select Supplier Products, and then click Imports.

Then choose the option Update existing supplier products and click Next.
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You may then choose how you are going to identify your supplier and your product.
To identify your supplier, you can choose the Optiply ID or the Supplier Name.
To identify your product, you can choose the Optiply ID, EAN, SKU or Article code.
After this, you can click Next.
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On this page, you'll be able to download a template and also see the attributes that are available for import. You can then click Next.

When you have your file ready, drop it here and click Next.

Here, you need to match the columns in your file to the correct attributes to import.
Pay close attention to the supplier and product identifiers.
Once all the columns are matched, you can click Next.

This is where the final check will be done. If there is an error in the file, you'll be able to see it here.

If the file is correct, this is what you'll see, and you can click Import.

Once the import starts, you can track it from your imports page.
For that, you can go to the Imports/Exports Page (follow the link for more information).

NOTE:

  • You can only update supplier product attributes if the supplier product already exists in Optiply. If not, then create them first, as it is explained at the beginning of the page.

  • Don't use a different decimal separator than a dot. Also, don't use a 1000 separator or currency sign.

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