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Import
Categories from Spreadsheet: |
The FORTUNE3 Shopping Cart & E-Commerce Wizard
software speeds up the data entry process of the
categories used to better organize your online
store and E-Commerce web site. By using the
"Import Categories from Spreadsheet"
feature you can acquire the category information
for your shopping cart directly from your accounting
/ spreadsheet software.
NOTE: If you
are working with a CSV file, you can use Excel
to turn it into an ".xls" file to be imported.
Proceed as Follows:
TIP: To see
the proper format of a category spreadsheet, manually
add a few categories and sub-categories to the
"My Products" section, and then export
the data to an Excel file by going to "Import
/ Export - > Export Categories to Spreadsheet".
For details about each of the importable fields
and their proper format, please review the Category
Import Fields section further below.
Click on the "My Products" icon
to display the "Product-Tree".
Select "Import/Export" from the top menu
bar, and choose "Import Categories from Spreadsheet".
Click on the "Browse"
button and select the import file (.xls)
from your computer; the corresponding data fields
will appear on the left-panel. On the right panel
are the FORTUNE3 fields for categories. One by
one, click to highlight the imported field from
your spreadsheet; locate its compatible field
on the right-panel and highlight it with a click.
Click on the "Match Fields" button. Once
you finish matching all of the fields, click on
"Import".
NOTE: If you had previously matched the
fields from this spreadsheet and clicked on Save
Selection and saved the selection file (.f3s),
click on Load Selection and select the
.f3s file.
If you plan on importing the spreadsheet again
in the future and would like to avoid matching
up the fields every time before importing, click
on "Save Selection" once all
fields are matched and save the .f3s file in a
destination on your
PC. You will later be able to click on "Load
Selection" and browse for the saved
.f3s file to save time on future imports.
Once you finish matching all of the fields, click
on "Import". Once the import
is complete, you will be given confirmation of
what was imported properly or warnings about any
errors that occurred during the import. You will
also be given the option to view one ( 1 ) or
two ( 2 ) log files. If there were any errors
during your import, you will initially be shown
an error log that displays which category or categories
had the error(s), and what the errors were during
the import. If you cannot figure out what the
errors mean or how to fix them, please copy the
errors and contact
FORTUNE3 Customer Support with the details.
Once you close the error log, the successful import
log will be shown containing details of what was
imported properly. If no errors occurred during
the import, you will ONLY be shown the successful
import log containing details of what was imported
properly.
NOTE: The
system will not import duplicate categories into
the same parent category. Based on the name, it
will replace the existing information instead.
If you are importing categories to update information
on categories that already exist, only import
the required fields / columns, and the ones that
you are updating. To avoid issues, do not import
fields that you are not updating and are not required.
The software will ONLY update the fields that
are being imported for categories that already
exist; fields that are not imported will remain
as they were before the import.
Category
Import Fields:
Listed below are all of the importable fields
for Categories. We recommend that you read the
section below along with the section on Category
Fields - Click Here.
|
Field
Name |
Column
/ Field Description & Import Instructions |
| Name
(required) |
This
is the field that holds the name of each
category. Your web store's navigation menu
contains the category Name field
for each category on your Tree.
Therefore, because of the space limit for
the menu, this field is limited to 24 characters.
It is required for you to have something
in this field for each of the categories
on your spreadsheet. If one category's name
is missing, the spreadsheet will not import
properly and the import will stop at the
point of the missing name. |
| Description
(required) |
Use
this field to write a description for your
category and possibly the type of products
it contains. This field will support general
HTML tags to further enhance the appearance
of the text and is limited to 250 characters
(see HTML Tags
for more details). For larger category descriptions,
you may use the Additional Description
field.
It is required for you to have something
in this field for each of the categories
on your spreadsheet. If one category's description
is missing, the spreadsheet will not import
properly and the import will stop at the
point of the missing description. |
| Additional
Description |
This
is used if you have more information about
this category. This field will support a
much larger number of characters than the
Description field and will support
general HTML tags to further enhance the
appearance of the text (see HTML
Tags for more details). |
| Image |
This
is your category's Image.
When importing your images using a spreadsheet,
you must make sure that your image files
are located in the same directory or folder
on your PC as your spreadsheet is in. For
example, if your spreadsheet is in your
folder C:\Categories\, then your image files
need to be in that same folder C:\Categories\.
Refer to the image by the name and extension
on your spreadsheet (image.jpg). You may
also import images that are on the web by
specifying the full URL path of the image.
For example: http://www.website.com/images/picture2.jpg
Images must be JPEG, GIF or PNG Format (jpg,
jpeg, gif or png). Images must not exceed
100KB in size. Images filenames are also
case sensitive. |
| 2nd
Product Discount |
Use
0 to designate that there is no discount
when purchasing a second product in this
category.
Use 1 to designate that there is a percentage
discount on second products purchased in
this category.
By default, if this field is not imported,
it will be set to "0". |
| Discount
Percentage |
Enter
a numerical value to set the percentage
for the 2nd product purchased. For example,
entering "25" will become 25%
off of the 2nd product purchased. In order
for this to work, there must be a "1"
in the "2nd Product Discount"
field.
The number in this field must be in increments
of 5. As examples: 5, 10, 15, 40, 45, 95. |
| Same
Product |
This
places a checkmark in the box for the field
"This Discount is valid with the purchase
of a same Product only."
Use 0 for not checked (default)
Use 1 for checked |
| Description
Position |
Use
0 to place the additional description before
the Product List (default)
Use 1 to place the additional description
after the Product List |
| Parent
Categories |
You
can import any category as a sub-category
by telling the software what categories
are the parent categories of this sub-category.
Place the name of the parent category into
this field EXACTLY as the
parent category's name is defined in the
software, if the parent category is on the
first "tier" of categories.
For example, if your category is a second-level
category (a sub-category): "CategoryMainLevel"
For a sub-category of a category that is
not on the first "tier" you will use a double
"Pipe" key as a separator. This character
shares a key with the "\" key and looks
like "|". You will separate the category
levels with "double pipes".
For example, if your category is a third-level
category (a sub-sub-category): "CategoryMainLevel||CategorySecondLevel"
Important
Note:
This IS case sensitive.
NOTE: If you
are importing categories and sub-categories,
the Parent (top-level) categories must be
listed before the sub-categories in the
spreadsheet. |
| Webpage
Title |
The
title and title Meta Tag for this category's
web page(s). The title appears on the top
title bar of browsers, and is used by search
engines to display a title for this category's
web page(s), and possibly to determine where
to position this category's web page(s)
on their search results.
Leave blank or do not import if you want
to use the default optimization the software
provides. |
| Webpage
Description |
A
description and description Meta Tag for
this category's web page(s). This will be
used by search engines to display a description
for this category's web page(s) on their
search results page (under the title), and
possibly to determine where to position
this category's web page(s) on their search
results.
Leave blank or do not import if you want
to use the default optimization the software
provides. |
| Webpage
Keywords |
Will
be used as the keywords Meta Tag by search
engines to determine the ranking and positioning
for this category's web page(s) on their
search results when people search for your
keywords. Because search engines prefer
it, every keyword imported will be separated
by a comma on the category's web page(s),
even if you do not separate the words with
commas on this field. Please remember these
are keywords, not key phrases.
Leave blank or do not import if you want
to use the default optimization the software
provides. |
| Webpage
Filename |
When
the software uploads the site, it will create
static html pages for your categories. You
can choose specific filenames for these
static html pages. Do not include
the .html.
Do not import if you want to use a default
filename the software provides. |
Export
Categories to a Spreadsheet
The FORTUNE3 Shopping
Cart & E-Commerce Wizard software facilitates
the creation of a (".xls") file
containing the Categories that are in your
online store and E-Commerce website: By using
the "Export Categories to Spreadsheet"
feature you can export the Category information
from your shopping cart onto a spreadsheet file
that can be imported by your accounting or any
other software, or back into the FORTUNE3 Wizard
after being modified. Just follow these instructions:
Click on the "Import/Export"
button located on the top menu bar. Select the
Export Categories to Spreadsheet option,
then specify a destination folder and provide
a name for the (.xls) file. Click
on the "Save" button.
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Table of Contents | Previous:
The Product Tree - Bringing it all Together
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Import Products from Spreadsheet
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