Importing products

You can use a CSV (comma-separated values) file to import a large number of products and product variants to your Prodigy store.  This can be helpful if you are migrating a large store from another platform.

In this article, you will learn more about:

Downloading the CSV template file

In order to import products, you should start by downloading a copy of the Prodigy CSV Template File.  The template contains sample information related to Product and Product Variants with the correct column headers.  You can use this file as an example for populating the CSV file with your own content.

CSV file structure

Make sure that you enter your information into the CSV file with the same structure as the sample data in the Prodigy CSV Template. 

Important: Some columns in the CSV template should be filled in with Product information, and some with Variant information. Also some of the columns are optional and some require customization of the column header name and possibly the addition of columns. Please review the Product Field Rules table before proceeding with the Import.

Product field rules

Column Description Requirements
Type

Relates to: Product/Variant

Defines if the information in the row is related to a Product or a Product Variant. If the value entered in the Type column is Variant, this Variant will be associated with the Product which is described in the line above (the nearest row above where value in the Type column is Product).

Each Product might have several Variants.

Required

(acceptable values: Product, Variant)

Name

Relates to: Product

The Name field is required for rows where the Type field is set to Product.  You can leave this column blank for Product Variants.

Required

(can be blank if Type: Variant)

Visible

Relates to: Product/Variant

If you enter Yes, the Product or Product Variant in that row will be published and immediately visible on your storefront. 

If you enter No then the Product or Product Variant will not be visible on your storefront. You will be able to manage the visibility status in the admin panel after the import is completed.

Required

(acceptable values: Yes, No)

Description

Relates to: Product

This is an optional column.  You may add an HTML or plain text description if you want to provide more details regarding your product.

Optional

Allow Backorders

Relates to: Product

If you enter Yes, your customers will be able to purchase the product on your storefront even if it is out of stock.  If you enter No, they will see an out of stock message and be unable to place an order.  If you leave this field blank, it will default to No.

Optional

(acceptable values: Yes, No.  Defaults to No if left blank)

Requires Shipping

Relates to: Product

Enter Yes if the product requires shipping.  If the product requires shipping, you will also be required to enter weight and dimensions (Width, Height, Length, Dimensions Unit, Weight, Weight Unit) in order to calculate shipping costs.

If you enter No, it means that the product does not require shipping.  In that case, weight and dimensions will not be required.

Required

Cross-sells

Relates to: Product

Enter the SKU(s) of products that already exist in your store or are also included in the CSV file.  Those products will be associated as cross-sells for the Product described in this row and its Variants.

If you want to add several cross-sells, they should be entered in one cell and be separated by commas.

Optional

Up-sells

Relates to: Product

Enter the SKU(s) of the products that already exist in your store or are also included in the CSV file.  Those products will be associated as up-sells for the Product described in this row and its Variants. 

If you want to add several up-sells, they should be entered in one cell and separated by commas.

Optional

Regular Price

Relates to: Product/Variant

For Products which do not have Variants, enter a Price value into the ‘Regular Price’ Column.

For Products with Variants enter a Price value into a row related to the Variant. It’s possible to set different prices for each Product Variant.

Required

Sale Price

Relates to: Product/Variant

This is an optional column where you can enter a Sale Price for your Products or Product Variants.

For Products that do not have Variants enter a Sale Price value into the row related to Product.

For Products with Variants enter a Sale Price value into a row related to the Variant. It’s possible to set different prices for each Product Variant.

Optional

Sale Start Date

Relates to: Product/Variant

This is an optional column, it can be useful if you want to create a Product with a Sale Price and set a date range for the Sale.

If you don’t want to set a particular date range, you can leave this column blank. If left blank, the Product will be on sale immediately and continue until you changed in the admin panel.

For Products that do not have Variants enter a value into the row where the Type column is set to Product.

For Products with Variants enter a value into a row where the Type column is set to Variant.  It’s possible to set different Sale Start Date values for each Product Variant.

Optional

Sale End Date

Relates to: Product/Variant

This is an optional column, it can be useful if you want to create a Product with a Sale Price and set a date range for the Sale.

If you don’t want to set a particular date range, you can leave this column blank. If left blank, the Product will continue to be on sale until changed in the admin panel.

For Products that do not have Variants enter a value into the row where the Type column is set to Product.

For Products with Variants enter a value into a row where the Type column is set to Variant. It’s possible to set different Sale End Date values for each Product Variant.

Optional

SKU

Relates to: Product/Variant

This is a number used to identify your Products and Product Variants. It must be unique - there should be existing product or variant with the same SKU in your store or within the CSV file.

If you skip entering this value, it will be generated automatically.

Each Product and Product Variant should have a unique SKU number.

Required

Inventory

Relates to: Product/Variant

If you want to track the quantity of available products, fill in the exact starting quantity of the Products/Product Variants (ie. 5, 21, etc).

If you want to manage product availability by switching statuses, you may enter ‘In Stock’ or ‘Out of Stock’ into the ‘Inventory’ column.

For Products which do not have Variants enter a value into the row where the Type column is set to Product.

For Products with Variants enter a value into a row where the Type column is set to Variant. It’s possible to set different Inventory values for each Product Variant.

Product and its Variants should have same inventory type: either 'In Stock'/'Out of Stock' or digits

Required

(acceptable values: In Stock, Out of Stock, or a positive integer)

Weight

Relates to: Product

If a Product requires shipping, then it’s necessary to add its weight value.  You can skip this column if the Product does not require shipping.

Required

(if Requires Shipping set to: Yes)

(acceptable values: decimal)

Weight Unit

Relates to: Product

If a Product requires shipping, then it’s necessary to add its weight unit.  The acceptable values are 'g', 'lb', 'oz' or 'kg'.  You can skip this column if the Product does not require shipping.

Required

(if Requires Shipping set to: Yes)

Dimensions Unit

Relates to: Product

If Product requires shipping, then it’s necessary to add its dimensions unit.  The acceptable values are 'cm' or 'in'.  You can skip this column if the Product does not require shipping.

Required

(if Requires Shipping set to: Yes)

Height

Relates to: Product

If Product requires shipping, then it’s necessary to add its height value.  You can skip this column if the Product does not require shipping.

Required

(if Requires Shipping set to: Yes)

Width

Relates to: Product

If Product requires shipping, then it’s necessary to add its width value.  You can skip this column if the Product does not require shipping.

Required

(if Requires Shipping set to: Yes)

Depth

Relates to: Product

If Product requires shipping, then it’s necessary to add its depth value.  You can skip this column if the Product does not require shipping.

Required

(if Requires Shipping set to: Yes)

Taxable

Relates to: Product

If the Product is taxable, you should enter Yes, otherwise, enter No.  If this column is left blank, it will default to No.

Required

(acceptable values: Yes, No.  Defaults to No if left blank)

Special Tax Category

Relates to: Product

Certain types of products are subject to sales tax exemptions and special rules in certain tax jurisdictions.  If the product falls into a special tax category, you can enter the category code in this column. 

If you don’t know the exact category code, you can add it later in the admin panel by selecting the Category from the list.

Optional

Attribute_{Name}

Relates to: Product

Attribute columns allow you to add multiple descriptive attributes (those not used for the generation of variants) to a Product.  Values should only be entered in rows where Type is set to Product.

The column heading specifies the Attribute Name and you must change the {Name} part in the heading to the actual name of your own attribute for the Product. For example, if you want to create Attribute with the name Style, you should replace column heading Attribute_{Name} with Attribute_Style.

Values of the attribute should be listed in the Attribute_Style column in relevant rows where Type is set to Product.

If Attribute has several values, you should enter them in one cell, separated by commas. For example: Hoodie, Sweatshirt, Full zip

If Product has several attributes, you can add additional columns to the CSV template for each additional Attribute.

‘Attribute_Name‘ and ‘Options_Name’ can not be equal within one product.

Optional

Options_{Name}

Relates to: Variant

Options columns allow you to specify the unique combinations of option values that define the Variants of a Product.  Values should only be entered in rows where Type is set to Variant.

The column heading specifies the Options Name and you must change the {Name} part in the heading to the actual name of your own option for the Product.  For example, if you want to create Options with the name Size, you should replace column heading Options_{Name} with the Options_Size.

Values of the options should be listed in the Options_Size column in the relevant row where Type is set to Variant.  Only one option value should be entered in each Variant row.  For example, if you have sizes "S, M, and L", you should have (3) variant rows for that Product with each row containing one of the values.

If a Product has several Options, you can add additional columns to the CSV template for each additional Option and Variant rows for each unique combination of option values that exist for the product.

Attribute_Name‘ and ‘Options_Name’ can not be equal within one product.

Optional

Categories Slug

Relates to: Product

Enter the Category Slug(s) in the rows where Type is set to Product.

You can find the Slug value of a Category in the admin panel by navigating the Products -> Categories and clicking on the Category name and looking for the Slug field.  

If you want to assign several Categories, you can enter several slugs in one cell, separated by comma.

If you have a hierarchical category structure, it is not necessary to enter the slugs for Parent categories.  If you enter the most specific child category, all parent categories above that child will automatically also be assigned to the product.

If you want to assign a Category that currently does not exist in your store, you can enter a unique Slug value and a new category will be created during the import process.  The Category Name will be equal to Category Slug in this case and can be changed later in the admin panel.

If left blank, the Product will be created without any categories assigned.  You can always assign categories later from the admin panel.

Optional

Tags

Relates to: Product

Enter Tags in the rows where Type is set to Product.  If you want to associate multiple tags to a product you can enter them in one cell separated by commas.

Optional

Images

Relates to: Product

You can import images for a product by specifying the URLs for the source images.

There are several rules that should be followed for importing images:

  • Link to image source should lead to an existing website (there should be no password protection).  If images are located on your computer only, you should first upload them to a hosting service and then add the URL(s) to the Images column in the CSV file.
  • URL only need to be available during the import process, you can delete the images when the Import process is completed.
  • If you have product images located on some other platform, you can copy the current image URLs and enter them in the CSV file.
  • You can associate images with Products only. Images for Product Variants can only be set in the admin panel.
  • You can import up to 10 product images. Each image URL  should be located in a separate Image column.
  • The size of each image can be up to 2 MB and the supported formats are: .jpeg .png. and .gif

Optional

 

Importing the completed CSV file

To start the Product Import process, just navigate to Products -> All Products on the left sidebar menu and then click on the Import button on the top right side of the Products List screen.

products-import-button.png

You will then see the Import Products modal window.  If you don't already have a copy of the Prodigy CSV Template, you can click on the Download CSV Template link to get a copy.

products-import-download-csv.png

After you have added all of your product data to the template file and saved it locally, you can go back to the Product Import modal window and either select the file or drag and drop it into the drop area.  You can then click the Continue button and the system will scan your file for errors.  This process may take some time to complete, especially if you have a large number of products.   

When it is done you will see a report that will detail the number of products ready for import and the number that have errors.  To see the detailed error messages, click on the arrow next to the products with errors.

product-import-errors.png

You will then see detailed error messages so you know which products and fields need to be corrected.

product-import-error-details.png

You then have several options on how to proceed:

  1. Continue with the Import of only the products that do not have errors.  If this is the option that you want to use, make sure that the "Import products with errors" checkbox is unchecked.

  2. Continue with the Import and include the products that have errors.  The products that have errors will be imported excluding any invalid data and will automatically have a Visibility setting of Hidden.  You will then have to correct any issues with those products through the admin panel and manually change the status to Visible.

  3. Correct the products with errors in your CSV file and then start the Import process from the beginning so that all products are valid.

When you are ready, you can then click the Import Products button to begin the import process.  You can then navigate to other areas of the admin panel and the import will continue to run in the background.  When it is completed, you will receive an email notification.

products-import-start.png