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 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".
You may also click on the "Try to Match all Fields" to have the software try to match all of the possible fields for you, but this will only work if your fields (columns) are named with the same names as the software uses and Exports the products as (through Export Categories to Spreadsheet).
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
|
| Category 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 500kb 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 Discount |
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 |
| Position for Description |
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. |
| Show
Category On |
Use
0 to show this category on both Retail and
Wholesale sites.
Use
1 to show this category only on the Retail
site.
Use
2 to show this category only on the Wholesale
site.
Use
3 to not show this category on any site.
If it is not imported for a new category, this
field is by default imported as "0". |
| 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 and Sub-Categories that are in your online store and E-Commerce web site:
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 to make bulk changes to your categories.
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. Your spreadsheet file will be created and saved in the specified location on your PC.
|
