Using a CSV file to Create Custom Fields
In the Knowledge Based article “How to Create a Custom Field in Sproxi Using the Bulk Edit Button” we illustrated how to select individual products in the “Products” table. In this article we show how to use the import/export feature of products to create custom fields and to populate data or values in those custom fields. Note: you can export/import from Sproxi product and
Create an Export File
First go to the Sproxi products table by clicking the “Inventory” menu link located under “PRODUCT MANAGEMENT>Products” (1). Next, click the blue “Products Menu” button located in the upper right-hand corner of the table (2). In the drop-down box, click the “Export” link (2). NOTE: this image is a bit outdated, in Step 1, the menu link should read “Inventory.”
Selecting Columns and Processing Your Export File
Creating a CSV File for Export
In the next screen, click the button labeled “Select CSV Content” (1).
After clicking this button, a modal will appear where you can select the fields you would like to appear in your CSV file (1). All custom fields will be downloaded when selecting the “custom fields” if there are currently custom fields in Sproxi. After selecting the fields, click the blue “Save” button at the bottom on the modal (2). Note: in this image, “Custom Fields” is not shown, but it is available.
After clicking the “Save” click the green “Submit For Processing” button (1) & Sproxi will begin processing your file (2). Once your file is generated, the yellow button that reads “Cancel Export” will turn gray and read “Download” (3). Click the “Download” button & the export file will download to your PC.
Open the CSV file that was downloaded to your PC and make edits. Any custom fields that existing prior to the export will be in a column with the prefix “CF::” before the custom field name. For example, if you created a custom field named “New Google Title,” the column header in the export file will be labeled as “CF::New Google Title.”
Edit the spreadsheet as desired. If you want to create a new custom field, simple add a new column to the spreadsheet, create a custom field name, making sure you add the prefix “CF::” to the new custom field name.
Save the spreadsheet as a CSV file.
Importing a CSV File Into Sproxi
- Navigate back to “PRODUCT MANAGEMENT > Products > Inventory Management.”
- Click the blue drop-down button labeled “Products Menu.
- Select the “Import” link.
- Click the “Choose file” box under the “Import CSV Product Data” header.
- Located the CSV file on your hard drive.
- Click the green button labeled “Submit for processing.”
- After submitting the file, Sproxi will direct you to a screen to match the column headers of your spreadsheet to a “target field,” which are fields in Sproxi products.
- Click inside the “Target Fields” box to select the correct field to match to the CSV field.
- All custom fields in your spreadsheet will match to a generic “Target Field” named “Custom Fields,” (see screen shot below).
- Notice the number “5” circled in red below. This is sample data found in the custom field “CF::Test Custom Field 2,” and in row one, the other two custom fields are not populated.
- Click the green button labeled “Import CSV.”
After clicking the submit button, Sproxi will begin importing the data. A dialog box will show the status as processing. Once complete it will show the status as complete. Feel free to navigate away from this page.
