Upload Product Data

The Upload function allows you to upload product data from your Enterprise Resource Planning (ERP)/Legacy system into the PMC. Using this function, you can add, modify, or delete a set of records present in both systems.

Click to watch a video about uploading.

Before you can upload product data, you must

• Format your product data file to match Tradeflow's Display Upload Format

• Save the formatted file as a Comma Separated - Value (.CSV) file or XML file.

• If your formatted file has special characters in it, you must also save it with the UTF-8 Encoding or the products will not be recognized in the system. See step 12-13 in Create CSV Files Part2 for more information.

To Upload Product Data:

1    Click Upload Products from the left navigation panel or go to the Upload File section on the PMC Home Page.

2    Enter the path of the formatted file in the File Name field or click Browse and locate the .CSV file or XML file on your PC.

3    Click Upload to upload the product data. You can use the Upload function to add, modify, or delete new/existing products.

4    After the upload, you will receive the message "Received your file. An email will be sent to you once the process is complete." The status of the upload (Success or Failure) is sent to you via email. If the file did not upload correctly, the email will have a .CSV file attached. This .CSV file lists the error occurrences for your reference.

Figure 1: Upload Page

To upload product data using upload defaults:

The Upload Defaults section allows you to populate select common default data with the contents of the formatted file. The selected default values are populated in their respective fields for all the products' present in the formatted file.

For example, you have ten products in a formatted file and you want the Classification Country/Union field to be the United States for all of them. In the Upload Defaults section, select the check box next to Classification Country/Union and select United States from the drop-down list. When you upload the formatted file into the PMC database, all ten new products will have United States populated in the Classification Country/Union field. The Classification Country/Union field does not need to be in your formatted file.

1    Click Upload Products from the left navigation panel. Then click Show Upload Defaults to view the Upload Defaults section.

Figure 2: Upload Defaults Section

2    Select the check box next to the field you want to set default data for and fill in the data. These fields should not be present in your .CSV file.

3    Enter the path of the formatted file in the File Name field or click Browse and locate the .CSV file on your PC.

4    Click Upload.