Using Import Profiles

How to create, load, and manage import profiles in Plytix to make importing faster and easier

When importing a CSV file of your products and attributes you must go through a matching process. Import profiles let you save the settings you choose. This way, the next time you need to import a similar CSV file, you won't need to match all attributes all over again. 

 

Creating and Updating an Import Profile

Loading an Import Profile

Deleting Import Profiles

 

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ℹī¸  Import profiles are created and loaded when you are importing data 

 


 

Creating and Updating an Import Profile

To create and/or update an import profile:

1. Follow the steps to import product data, match columns to attributes, and choose your settings. 

2. Click on 'Save profile' on the right side of the screen.

 

💡 Save your profile after all of your attributes have been matched in the data matching section.

Save an import profile after matching all of your attributes.

3. The "Manage profile" box will appear. Here you can: 

    1. Update an existing profile by choosing the profile from the dropdown in the 'Update existing Profile' tab. 

Update an existing import profile by choosing a profile to update.

b. Create a new profile by clicking on the 'Create new Profile' tab and typing a name for your new profile.  

Create a new import profile by saving your current import settings.

4. Click 'Save' on the bottom-right of the box. 

 


Loading an Import Profile

To load an import profile:

1. Follow the steps to import product data.

2. Click on 'Load profile' on the right side of the screen.

 

Load an import profile to automatically match your columns to attributes.

3. The "Manage profile" box will appear. Choose the file you want to load from the dropdown. 

Choose an import profile to load if you want to work with a profile you have already created.

4. Click 'Load'. 

The settings saved to that profile will now be applied to this import. You can verify that everything is correct and start your import.  


Deleting Import Profiles

To delete an import profile: 

  1. Go to the navigation menu and click 'Products'.
  2. Then click 'Import' from the dropdown and you will be taken to the import area.
  3. Click on 'Profiles' on the left menu.Manage profiles in the import profiles area.
  4. Check the box next to the profiles you would like to delete.
  5. Click 'Delete' and type "DELETE" to confirm.
Select an import profile and click the delete icon to delete it.

What's next?

 

 

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