Importing Product Resources

You can import resources that are used in your products via a special Excel template.

To do this, click the three dots in the upper right corner of the Products screen and select Import product resources. 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 resources, you must first create the products themselves and the resources used in them. New products or resources are not created during import.

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

• Resources are matched by ID only.

• You can find product and resource IDs by exporting their lists to Excel.

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

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

Column Descriptions

• Product ID
  Product IDs can be obtained by exporting the product list to Excel.
  Either Product ID or Product SKU must be filled in. If both fields are filled in, matching occurs by ID.

• Product SKU
  You can use either primary or alternative product SKUs.
  Either Product ID or Product SKU must be filled in. If both fields are filled in, matching occurs by ID.

• Product Name
  Not used during import; included for your convenience only.

• Resource ID
  The ID of the resource. Resource IDs can be obtained by exporting the resource list to Excel.
  Required field.

• Resource Name
  Not used during import; included for your convenience only.

• Quantity
  The quantity of the resource in the product composition. Required field.

• Unit of Measure
  The unit of measure for the resource in the product composition. Required field.
  Must be from the same unit group as the resource's base unit of measure.
  For example, if the resource's base unit is "min", you can specify "hr" or "sec" in the product composition, but you cannot specify "kWh" or "pcs".
  Available values: sec, min, hr, day, wk, mo, kWh, mWh, kcal, kJ, pcs, pkg, set, kg, g, mg, cwt, t, lbs, oz, ct, L, ml, dal, µl, 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 for the product. Optional field. If not specified, a batch size of 1 will be set.
  Batch size is the quantity of product for which the composition is specified.
  Batch size applies to the product, so it must be the same for all components and resources in its composition.

After you fill out and save the import file, upload it to Controlata by clicking the Upload product resources button.