To import asset data into an Merchandising project:

  1. Create or open an Merchandising project into which you will import assets. See Project Basics.

  2. Click the Import… button.

  3. In the Import dialog, click Browse and locate the XLS or CSV file to import.

  4. Click Upload.

    Merchandising validates that the file is formatted correctly.

    • If the file is formatted correctly, it validates and displays the first 200 assets.

    • If the file is not formatted correctly, it displays an error message. Review the error message to determine the cause of the problem, edit the spreadsheet, and return to step 2. See File Validation.

  5. After the file passes validation and the first 200 assets appear in the Import dialog, review the asset preview, and note any errors or warnings.

    • To view the text of an error or warning message, place your pointer over a value that is marked as having an error or warning.

    • If you detect problems in the data, click Cancel, edit your spreadsheet to resolve the issues, and return to step 2.

    Note: Long property values do not display completely in the preview table, however only the display is truncated, and not the value itself. The entire value from the spreadsheet will be imported.

  6. (Optional) If the imported spreadsheet contains more than 200 assets and you want to validate the entire spreadsheet prior to import, click Validate All.

    Note: Depending on the size of the spreadsheet, this process could take several minutes to complete.

    The Import dialog displays a preview of the properties that will be imported for each asset and any errors or warnings. The total number of changed, new, and unchanged assets appears at the top of the preview table.

  7. When you are satisfied with the preview data, click Import.

Continue to the next section, Reviewing the Import Final Report, for more information about import results.

The new and changed assets are added to the current project. You can use the Review Changes option to compare the updated property values of an asset to the values in the main version. See Reviewing Changes.