Setting Up Your CSV File for Matrix Items Import

The CSV file containing your matrix items data should include columns that map to the following fields. For best results, set the column headers to match these field names.

External ID: Preferred for all CSV imports, to serve as a unique identifier for each record.
Item Name/Number: Name for each matrix item.
Matrix Type: Possible values for this column are Parent Matrix Item, Child Matrix Item.
Subitem of: For each child matrix item, this column's value is the name of the parent matrix item. For each parent matrix item, this column is blank.
Columns that map to custom lists, such as Color, Size. Values for these columns should match those in the custom lists you set up.

Your CSV file also can include columns that map to other Item record fields.

Important:

In CSV import, updating parent item values for the Asset Account, Cost of Goods Sold (COGS) account, or Income Account fields does not automatically update child item field values. You need to set these values for each child item row. The system does not enforce that child item values match the parent item values for these fields, so you need to ensure that they match yourself.

The following table shows the contents of a sample matrix items CSV file. Notice that the parent matrix item is an individual record, and each child matrix item also is an individual record.

External ID	Item Name/Number	Display Name/Code	Color	Size	Matrix Type	Subitem of
12000	CottCrewSweat	Cotton Crewneck Sweater	—	—	Parent Matrix Item	—
12011	CottCrewSweat-ES	Cotton Crewneck Sweater	Ecru	S	Child Matrix Item	CottCrewSweat
12012	CottCrewSweat-EM	Cotton Crewneck Sweater	Ecru	M	Child Matrix Item	CottCrewSweat
12021	CottCrewSweat-RS	Cotton Crewneck Sweater	Rose	S	Child Matrix Item	CottCrewSweat
12022	CottCrewSweat-RM	Cotton Crewneck Sweater	Rose	M	Child Matrix Item	CottCrewSweat
12031	CottCrewSweat-SS	Cotton Crewneck Sweater	SkyBlue	S	Child Matrix Item	CottCrewSweat
12032	CottCrewSweat-SM	Cotton Crewneck Sweater	SkyBlue	M	Child Matrix Item	CottCrewSweat

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