Manually importing product data for SPAs

Products are uploaded into Enable to calculate special pricing agreement (SPA) support. Products selected on a SPA rely on product data imported into the Enable channel.

This article will guide you through:

1. How to download the products template for SPAs
2. How to populate the products template
3. How to upload products
4. Invalid products upload file

Looking for something else?

• Importing data for trading programs (rebate agreements) rather than special pricing agreements? Learn how to manage dimension items here.
• Does your organization import product data via SFTP? Learn about automatically importing products for SPAs here.
• Looking to add products to a special pricing agreement? Learn how to add products to a new SPA here.
• Alternatively, see our Help Center for more on SPAs.

Products for SPAs are located within the Config area of the Trading programs app.

Channel admin users will have access to the Config area and product uploads within Enable. If you require additional help, please reach out to our support team here.

To download the products template:

Step 1: Click the hub switcher icon (nine dots) in the top right. This will display the Apps you have access to. You can see an example below.

Step 2: Click on Trading programs.

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Step 3: Click on Config in the green banner at the top of the page.

Step 4: Click on Structure in the drop-down menu.

Step 5: In the Dimensions tab, click Products.

Step 6: On the right hand side, click Download template and set the checkbox for Populated with existing to download a template containing all existing product data within your Enable channel. Alternatively, leave the checkbox not set to download a blank template.

Step 7: Click Download to save the template to your computer’s downloads folder.

Once the products template has been downloaded, you will need to populate each row with the following column data for your SPA products. Column headers must not be changed or renamed in the file.

• Product Name: Must be unique across all products within the Enable channel.
• Trading Partner Reference: Displayed only if your organization is the distributor. Enter the reference of the manufacturer.
• Product Reference: Must be unique across all products within the Enable channel.
• Start Date: Leave blank as product dates are not applicable for SPAs.
• End Date: Leave blank as product dates are not applicable for SPAs.
• Product Category: A product attribute used for product category selections in SPAs.
• Product Group: A product attribute used for product groupings in SPAs.

Note: Some columns in this template may be labelled differently, or more columns may exist if additional product attributes have been set up during your Enable SPAs implementation. Please refer to the data guide provided by your implementation team, or reach out to our support team here if you require additional assistance.

Once you have followed the above sections and populated the products template for your SPAs, you can upload the template within the same trading programs area.

Step 1: Click on Config in the green banner at the top of the page.

Step 2: Click on Structure in the drop-down menu.

Step 3: In the Dimensions tab, click Products.

Step 4: On the right hand side, click Browse to select and open the relevant populated template file.

Step 5: Click Upload.

The file will then be queued for upload. This may take some time to complete if a large volume of products have been uploaded.

Once processed, Upload results will appear on the right of the hand side either confirming that the upload has been completed with the number or imported rows, or identifying if the upload file was invalid.

If the products file did not successfully upload, rejection reasons will be identified under the upload results. In this case, you should make the relevant amendments before re-uploading your products (example below).

What’s next?

Need to upload branches into Enable? Learn how to manually import branch data for SPAs here.