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Help Manuals - Fortune3 Shopping Cart.
Help Manuals - Fortune3 Ecommerce Software Help


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Import Products from Spreadsheet:

The FORTUNE3 Shopping Cart & E-Commerce Wizard software speeds up the data entry process of the products to be offered in your online store and E-Commerce web site. By using the "Import Products from Spreadsheet" feature you can acquire the product information for your shopping cart directly from your accounting 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 product spreadsheet, manually add a few products to the "My Products" section, and then export the data to an Excel file by going to "Import / Export - > Export Active Products to Spreadsheet".

For details about each of the importable fields and their proper format, please review the Product 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 Products from Spreadsheet". Click on the "Browse"button and select the import file (.xls) from your computer; the corresponding data fields from your spreadsheet will appear on the left-panel. On the right panel are the FORTUNE3 fields for products. 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 are named with the same names as the software Exports the products to (through Export Product Tree 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 DO import the Category to Move to field, the Categories must already be in place prior to the import.

If you did not import the Category to Move to field:

All of the imported products will appear with "blue-type" on the "Product List" window on the right, waiting for you to Drag and Drop them or Copy and Paste them into their designated Category on the tree. To open the "Product List", click on Show Product List on the Wizard's "My Products" section.
The imported products will not appear on your site until they are moved to a category on the tree.
You may use the "Shift" and "Ctrl" keys to group several products in one selection.
Copy a selection into the Product Tree: You must preset each selection either as a "Product" or as a "Product with Options".
Right-click on the selection and choose "Copy". Select a "Product Category" target, right-click on it and select "Paste"or simply Drag and Drop the items from the Product List into the appropriate Category in the Product Tree.


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 products. Based on the SKU, it will replace the existing information instead long as you keep the "Overwrite existing products with the same SKU" checkbox checked during the import. Otherwise it will skip the import of any SKU that already exists.

If you are importing products to update information on products 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 products that already exist; fields that are not imported will remain as they were before the import.

Product Import Fields:

Listed below are all of the importable fields for Products. We recommend that you read the section below along with the section on Product .

Field Name
Column / Field Description & Import Instructions
SKU (required) This is referred to as a stock keeping unit. This will be the reference number for each item within your web store and is therefore a required field. SKU Numbers for each product MUST be unique. The Product SKU field has a limit of 50 characters. Please avoid having the first character of the SKU be a zero ( 0 ), as this may cause problems while importing/exporting the products.

NOTE: If you want to import updates to products that already exist, make sure that you keep the "Overwrite existing products with the same SKU" checkbox checked during the import. Otherwise it will skip the import of any SKU that already exists.
UPC Code The Universal Product Code or Barcode is the barcode number.
Product Name (required) The full name of your product. This is a required field. This is displayed by default on any part of your site that lists this product. The Name field does not need to be unique. The Product Name field has a limit of 50 characters.
Description (required) A detailed description of your product. This field will support general HTML tags to further enhance the appearance of the text and is therefore not limited in its number of characters (see HTML Tags for more details).
Additional Text This is an unlimited field for a large description or additional product information, available for notices or other information of interest to a buyer. This field will support general HTML tags to further enhance the appearance of the text (see HTML Tags for more details), and will appear on this product's individual web page only.
Image This is your Product's Main 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:\Products\, then your image files need to be in that same folder C:\Products\. 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. Image filenames are also case sensitive.
Retail Price (required) This is a required field. This is the basic price of your item, and is the retail price at which retail customers can purchase this product unless there is also an Special Sale Price defined for this product (in which case customers can purchase this product at the Special Sale Price). If one of your products is offered for free ($0), and customers can order it without paying, import this field as 0 and then import the Special Sale Price as -2 (negative 2) for that product.
Use "0" for "Call for Price"
Use "-1" for "Do Not Show Price"
Use "0" for "Free Product" and for "Add to Cart for Price", using the appropriate value for "Special Sale Price".
Wholesale Price Level 1 - 5 These are 5 separate fields that define 5 different wholesale price levels (price lists) for each product. By using the Administration Site each wholesale customer can be initially set to one of the five price levels available. Each price level should be on a separate column.

Do not import with currency symbols, only use numbers.
Special Sale Price This is an optional field that will offer an item at a Reduced Price instead of the Regular Price. It will override and visually cross out the Regular Price during shopping and it will advertise the savings (You Save: $____). If this is imported, the product is considered to be a Special Offer.
Use "-2" for "Free Product"
Use "-5" for "Add to Cart for Price"
State Taxable Product Import this value as 0 for a non-taxable item. Import as 1 for a taxable item.
If it is not imported for a new product, this field is by default imported as "1".
Unit of Measure (required) This is a required field. This field will display on the shopping catalogs as well as invoices. This field defaults to Each, but other examples include values Pair, Box, Dozen, lb., Gallon and others.
Minimum Order Qty Retail The lowest quantity that can be purchased of this product per order. This item may not be added to shopping cart without at least x amount.
If it is not imported for a new product, this field is by default imported as "1".
Maximum Order Qty Retail The highest quantity that can be purchased of this product per order, regardless of stock.
If it is not imported for a new product, this field is by default imported as "999999".
Shipping Method Use 0 for Fixed Shipping (must also import Shipping Fixed Amount)
Use 1 for Free Shipping (Will Advertise)
Use 2 for Calculate According to Shipping Settings
If it is not imported for a new product, this field is by default imported as "2" - Calculate According to Shipping Settings.
Fixed Shipping Amount Domestic Use a fixed amount for shipping costs - this is the Domestic Fixed Shipping Cost. This will bypass all Calculations According to the Shipping Settings and set the shipping price of the item according to the Fixed Amount indicated for Domestic Orders. If you will import this, you must also import the Shipping Method field with a value of 0.
Weight This is the actual weight of the product. Used for Shipping Cost Calculations.
Length This is the actual length of the product as it is packaged. Used for Shipping Cost Calculations and box consolidation.
Width This is the actual width of the product as it is packaged. Used for Shipping Cost Calculations and box consolidation.
Height This is the actual height of the product as it is packaged. Used for Shipping Cost Calculations and box consolidation.
Handling Fee An additional fee can be added to the invoice for this item, which goes beyond any shipping charges. Handling fees will be assessed to all products. This will be added to and included in the overall shipping cost.
Additional Images 1 - 6 These are your product's additional pictures/images. A total of 6 additional images can be added.

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:\Products\, then your image files need to be in that same folder C:\Products\. 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.
Fixed Shipping Amount Intl. Use a fixed amount for shipping costs - this is the International Fixed Shipping Cost. This will bypass all calculations according to the shipping settings and set the shipping price of the item according to the Fixed Amount indicated for international orders. If you will import this, you must also import the Shipping Method field with a value of 0.
Display Dimensions Use 0 for Not Checked (Don't Display Product's Dimensions on the Site)
Use 1 for Checked (Display Product's Dimensions on the Site)
If it is not imported for a new product, this field is by default imported as "0".
GST/HST Exempt Use 0 for Not Checked (GST/HST Non-Exempt Product)
Use 1 for Checked (GST/HST Exempt Product)
If it is not imported for a new product, this field is by default imported as "0".
PST Exempt Use 0 for Not Checked (PST Non-Exempt Product)
Use 1 for Checked (PST Exempt Product)
If it is not imported for a new product, this field is by default imported as "0".
VAT % This Product's VAT Tax percentage amount, only if VAT is already included in the price. Do not import the percentage sign.
Incremental Qty Should be set to 1 unless your product only sells in Pair or units other than 1.
Category to Move To On this field, have the name of the category where the item should go into. Note that you have to first add your categories to the FORTUNE3 Wizard and then you may import your items into these existing categories. Importing this field will not create a category for you, if the Wizard does not find a category whose Name field is the same as you have put in this field, the product will not be imported to the category on the tree. In other words, what's on this field must match EXACTLY the name of your category that already exists in your tree in order for it to get imported into it. If you use sub-categories place two pipe signs ( || ) in between each level of categories. For example, if your product should go into the category Accessories -> Stickers, then your spreadsheet on this field needs to be Accessories||Stickers.

Important Note: This IS case sensitive.
Product With Options Use 0 to designate this is not a Product with Options, but a regular Product.
Use 1 to designate this as a Product with Options.
If it is not imported for a new product, this field is by default imported as "0".
Minimum Order Qty Wholesale Numerical field used to set the minimum order quantity for each item on the wholesale site.
If it is not imported for a new product, this field is by default imported as "1".
Maximum Order Qty Wholesale Numerical field used to set the maximum order quantity for each item on the wholesale site.
If it is not imported for a new product, this field is by default imported as "999999".



Show Product On Use 0 to show this product on both Retail and Wholesale sites.
Use 1 to show this product only on the Retail site.
Use 2 to show this product only on the Wholesale site.
Use 3 to not show this product on any site.
If it is not imported for a new product, this field is by default imported as "0".
Bargain, Great Idea, Hot Deal and Fast Shipping Use 0 to hide each icon from showing on the product page.
Use 1 to show each icon on the product page
If they are not imported for a new product, each of these field are by default imported as "0".

Downloadable Product Use this to specify a filename downloadable product files for digital products.

When importing your downloadable products using a spreadsheet, you must make sure that your 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:\Products\, then your files need to be in that same folder C:\Products\. Refer to the file by the name and extension on your spreadsheet (filename.ext). You may also import files that are on the web by specifying the full URL path of the file.
For example: http://www.website.com/files/filename.ext
Webpage Title The title and title Meta Tag for each product's web page. The title appears on the top title bar of browsers, and is used by search engines to display a title for each product's web page, and possibly to determine where to position this product's web page on their search results (do not import for default optimization).

This will only get imported if you also import the Category to Move To field and the product is imported directly into a category.
Webpage Description A description and description Meta Tag for each product's web page. This will be used by search engines to display a description for each product's web page on their search results page (under the title), and possibly to determine where to position each product's web page on their search results (do not import for default optimization).

This will only get imported if you also import the Category to Move To field and the product is imported directly into a category.
Webpage Keywords Will be used as the keyword Meta Tags by search engines to determine the ranking and positioning for each product's web page 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 each product's individual web page, even if you do not separate the words with commas on this field (do not import for default optimization).

This will only get imported if you also import the Category to Move To field and the product is imported directly into a category.
Webpage Filename The name of the html file for this product's web page. Simply enter the name, do not enter .html at the end. If the filename you enter has already been assigned to another category or product, or if your category is divided into several pages (because there are too many products to fit in one page), the system will automatically add a number to the end of the filename (Filename_2.html) (do not import for default filename).

This will only get imported if you also import the Category to Move To field and the product is imported directly into a category.
Do not import if you want to use a default filename the software provides.
Ships Separately (in its own box) Use 0 to specify that this Product does NOT ship in its own box.
Use 1 to specify that this Product ships in it own box.
If it is not imported for a new product, this field is by default imported as "0"
Mfg. / Brand This is the Brand / Manufacturer of the product. Please enter a text field no longer than 50 characters.
Mfg. Part # This is the Manufacturer Part # of the product.
Setup Fee Numerical field used to set an additional cost that will be added to the invoice for the Setup Fee of the product.
Avg. Cost Numerical field used to specify the average cost associated with purchasing the product (not displayed to customers).
Price Per Qty Use 0 to specify that this is not a Product with a Price Per Quantity Range.
Use 1 to specify that this is a Product with a Price Per Quantity Range.
If it is not imported for a new product, this field is by default imported as "0".
Price Per Qty - From 1 Enter Minimum Quantity for each Price Range.
Price Per Qty - To 1 Enter Maximum Quantity for each Price Range.
Price Per Qty - Retail Price 1 Set base Retail price for each Quantity Range in this field.
Price Per Qty - Wholesale Levels 1-5 You can set the Price Per Quantity for each Wholesale Level specifically.

Export Product Tree to a Spreadsheet / Export Product List to a Spreadsheet

The FORTUNE3 Shopping Cart & E-Commerce Wizard software facilitates the creation of a (".xls") file containing the Products that are in your online store and E-Commerce web site: By using the "Export Product Tree to Spreadsheet" feature and the "Export Product List to Spreadsheet" feature you can export the Product 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 Product Tree 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.

Export Product Tree to Spreadsheet is different from Export Product List to Spreadsheet. The Export Product Tree to Spreadsheet feature will ONLY export the products that are in the tree, meaning products that are only on the Product List and not under a category on the Tree will not be exported to the spreadsheet. Export Product List to Spreadsheet will export all products from the Product List to the spreadsheet and because it does not relate products to categories, it will not export the Category to Move to, Webpage Title, Webpage Description, Webpage Keywords, and Filename fields. Only the Export Product Tree to Spreadsheet feature will export these fields.

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