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Try out Propeller with own data using CSV import

Goal​

To quickly import your own data into Propeller Commerce, helping you explore the platform by using custom categories, products, prices, companies, and contacts.

Step-by-Step Guide​

Step 1: Access the Data Import Page​

  1. Log in to the Propeller Commerce backoffice.
  2. Navigate to Admin > Data Import.

Step 2: Select Quick Import​

  1. On the Data Import page, choose the Quick Import option by selecting the appropriate radio button.

Step 3: Download the Category Template​

  1. Download the CSV Category Template provided on the page.
  2. Open the template in your preferred spreadsheet editor.

Step 4: Customize Categories​

  1. Replace the default category names with your own.
  2. Add additional rows for more categories if needed.
  3. Note: The SOURCE_ID and SOURCE_NAME fields in this file will later link your products to the correct categories.

Step 5: Save the File​

  1. Save the updated file in .csv format to ensure compatibility with the platform.

Step 6: Import the CSV​

  1. Return to the Data Import screen in Propeller.
  2. Upload your saved Category CSV file.

Step 7: Ignore Field Mapping​

  1. Propeller automatically maps the fields based on the template, so no manual mapping is required.
  2. Confirm the import.

Step 8: Confirm Success​

  1. Once the import is successful, a Success Message will appear at the bottom of the page.
  2. Verify your categories under PIM > Categories.

Follow-Up Imports​

  1. Use the same process to import:
    • Products: Link them to the categories using the SOURCE_ID and SOURCE_NAME from the previously imported categories.
    • Prices: Attach pricing data to your products.
    • Companies: Add company data.
    • Contacts: Add contact information for your customers.
  2. Each data type has its own CSV template, which can be downloaded from the Data Import page.

Best practices​

  • Start with Categories, as they form the basis for linking other data types.
  • Use the templates provided to ensure proper field mapping.
  • Verify each import in its respective backoffice module (e.g., PIM for Products, CRM for Contacts).