Importing Product Components

You can import your product components using a special Excel template.

To do this, click the three dots in the upper right corner of the Products screen and select Import product components. Then click Download template.

Template Guidelines

• Do not modify the structure of the import file.

• Do not add, delete, move, or rename columns.

• Before importing product components, you must first create the products themselves, as well as the materials and products that will be used as components. New products or materials are not created during the import.

• Products are matched by ID or SKU. Each product must have either an ID or SKU filled in. If both fields are populated, matching will be done by ID.

• Material matching works the same way.

• To find material and product IDs, export their lists to Excel using the export function.

• Columns with product and material names are included only for your convenience and are not used during import.

Important! If your products already have components defined, the imported components will be added to the existing ones. If you want to replace existing components, you can use the bulk edit products feature.

Column Descriptions

• Product ID

  Product IDs can be found by exporting the product list to Excel.

  Either Product ID or Product SKU must be filled in. If both fields are populated, matching is done by ID.

• Product SKU

  You can use either the primary or alternative product SKUs.

  Either Product ID or Product SKU must be filled in. If both fields are populated, matching is done by ID.

• Product Name

  Not used during import; included only for your convenience.

• Component Type

  Either "Material" or "Product". Required field.

• Component ID

  The ID of the material or product (depending on the component type). Material and product IDs can be found by exporting their lists to Excel.

  Either Component ID or Component SKU must be filled in. If both fields are populated, matching is done by ID.

• Component SKU

  The SKU of the material or product (depending on the component type). For products, you can use either the primary or alternative SKUs.

  Either Component ID or Component SKU must be filled in. If both fields are populated, matching is done by ID.

• Component Name

  Not used during import; included only for your convenience.

• Quantity

  The quantity of the component in the product recipe. Required field.

• Unit of Measure

  The unit of measure for the component in the product recipe. Required field. Must be from the same unit group as the component's primary unit of measure.

  For example, if the component's primary unit is "kg", you can specify "g" or "mg" in the product recipe, but not "pcs" or "m".

  Available values: pcs, pack, set, kg, g, mg, c, t, lbs, oz, carton, L, ml, dal, mcl, cu m, cu cm, cu dm, fl oz, gal, cu ft, cu yd, m, cm, mm, km, dm, lin m, mi, ft, in, sq m, sq cm, sq dm, sq ft

• Batch Size

  The batch size of the product. Optional field. If not specified, the batch size will be set to 1.

  Batch size represents the quantity of product for which the recipe is defined. Batch size is specified for the product, so it must be the same for all components and resources in its recipe.

After filling out and saving the import file, upload it to Controlata by clicking the Upload product components button.