Import and Export Data

Last updated over 4 years ago

Zentail now makes it easy to import and export product data!

In many situations, you may want to create a bulk edit to your existing SKU's, add new SKU's, or export data. Common uses of this function are to:
  • Edit Price
  • Update Inventory  *When uploading an inventory template, please choose a warehouse to add the inventory to.*
  • Edit Product Groups
  • Edit Channel listings
  • Bulk upload product data to create new single and variant group SKUs
  • Bulk export data
    • View what products are listed on specific channels, edit and then import changes if necessary
    • See which SKUs are missing attributes, edit and then import the changes
For a list of useful templates, please reference our Useful Templates for Import and Export FAQ


Creating a new template


For a Video Explanation: Please see this Importing/Exporting Video

  1. Go to the Import Data page.
  2. Click "CREATE NEW TEMPLATE"
    • Name your template
    • If your data has a header row, be sure to keep "First row is a header row" checked.
    • Your "Field Delimiter" value should likely always be set to "Comma".
      create-new-template-zentail-1.png 58.45 KB
  3. Scroll down to the "Columns" section.
    • Click the "+" button to add a column to your template. -- standard convention is to always keep "SKU" as column A and add attribute columns below.
    • Search for the attribute and click it to add it as a new column, repeat for all desired attributes.
      zentail-create-new-template-add-columns.png 47.52 KB
  4. Click the "CREATE TEMPLATE" button.


Run an existing report (Export)

Now that you've created a template, it's time to download that data.

  1. In the RUN EXISTING REPORT section of the Import data page.
  2. Click "Custom Report Templates" and select the template you want to export.
    run-existing-report-custom-template.png 56.73 KB
  3. Select "Download Report" and Click the "START GENERATING REPORT" button at the bottom of the page.
    zentail-download-existing-report.png 50.54 KB
  4. In the PREVIOUS EXPORTS section => Wait a moment for your report to complete and click the download icon. Your report will be downloaded as a CSV file. You can now open the file in Excel or Google Sheets, add or modify data and then import the edited file by following the directions below.
    zentail-previous-exports.png 50.04 KB

Run an existing report (Import)

Now that you've downloaded data from Zentail, added new SKUs or edited existing SKUs, you're ready to run an import.

  1. In the RUN EXISTING REPORT section of the Import data page.
  2. Click "Custom Report Templates" and select the template you want to import.
  3. Select "Upload CSV file" => Click the "UPLOAD FILE" button and select the file you would like to upload and Click the "NEXT STEP" button.
    zentail-import-data-upload-file.png 63.64 KB
  4. Click on each of the rows to make sure the data is mapped correctly -- **please use caution to ensure the file you are about to upload matches the template**
    zentail-preview-import.png 37.14 KB
  5. Select the fields you want to import -- if you only want to import data from a subset of the total columns on in your file, simply uncheck the columns you want to ignore. SKU is always selected since it is required for all imports. Click the "START IMPORT" button.
    zentail-select-fields-to-import.png 41.33 KB
  6. Go to the PREVIOUS IMPORTS section of the Import Data page to view the status of your import.
To download a previous import:
  1. Go to the Previous Imports tab
  2. Click the cloud icon under the Downloads column for the corresponding file

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