Automatically importing products

Products can be uploaded automatically to Enable via SFTP data feeds to calculate special pricing agreement (SPA) support. Products selected on a SPA rely on product data imported into the Enable channel in order for support to be accurately calculated.

This article will guide you through:

1. How to download the products template
2. How to populate the products template
3. How to save the products file
4. How to upload the products file

Looking for something else?

• Importing product data for rebate agreements rather than special pricing agreements? Learn about automatically importing products for trading programs here.
• Looking to import products for SPAs via the Enable user interface? Learn about manually 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.

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

Channel admin users will have access to the Config area and products template 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 show you the Apps you have access to. You can see an example below.

Step 2: Click on Trading programs.

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.

If you are importing products via SFTP, you may navigate away from the config area within Enable, and continue with the steps in the next section.

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.

If required by your implementation team:

• (Optional) Add the row count in the final row in the form “ROWCOUNT IS X”, where X is the total number of products you are uploading. In the CSV file, this will be the total row count - 2.

If you have a singular collection for products, save your CSV file and rename the file to the format “{DIMENSION NAME}-TIMESTAMP.csv”, where:

• {DIMENSION NAME} is replaced by the pluralized label given to the products dimension in your channel, e.g. PRODUCTS.
• TIMESTAMP is replaced by a 14-digit number in the form yyyyMMddhhmmss made up of the creation date, e.g. PRODUCTS-20240417030422.csv.

If you have multiple collections for products, save your CSV file and rename the file to the format “{DIMENSION NAME}-{COLLECTION NAME}-TIMESTAMP.csv”, where:

• {COLLECTION NAME} is replaced by the name of the products collection you want to update, e.g. Products 2024.
• {DIMENSION NAME} is replaced by the pluralized label given to the products dimension in your channel, e.g. PRODUCTS.
• TIMESTAMP is replaced by a 14-digit number in the form yyyyMMddhhmmss made up of the creation date, e.g. PRODUCTS-Products 2024-20240417030422.csv.

Step 1: Connect to your SFTP location using the SFTP credentials provided by your implementation team.

Step 2: Navigate to the Imports folder.

Step 3: Upload the Products CSV file into the Imports folder.

Step 4: Create an empty file with the same name as the Products CSV file with an additional appended “.ok” (e.g. PRODUCTS-20240417030422.csv.ok). This will begin the import process into your channel.

Step 5: Check to see if the file was received by Enable once the file has finished processing. If the Products CSV file is in the Succeeded folder, this indicates that the product data is now in the Enable platform. If the Products CSV file is in the Failed folder, this indicates that the file has failed and a corresponding Error.txt file will be generated describing the error.

What’s next?

Need help resolving SFTP errors? Learn how to understand SFTP errors here.

Looking to import branch data into Enable via SFTP? Learn how to automatically import branches for SPAs here.