Enter Data into the Product Import Macro and Import

Follow these steps to enter data into the Product Import Macro and perform the import. You can import up to 5,000 product records at a time.

1. Open the Product Import Macro file you downloaded earlier.

2. Make sure macros are enabled in Excel.

3. On the UOM worksheet, click Populate UOM from Server.

4. On the Login page, enter the following:

   • Host information for your environment. The host name is the portion of the URL of your environment between https:// and /.

   • Your user name

   • Your password

5. Click Submit.

   The macro retrieves the units of measure you set up from your environment and enters them into the worksheet so they are available as the list of values in the Primary UOM field in the Template worksheet.

6. The Product Type worksheet lists the product types you can use to classify your products supplied by Oracle. You can update this list using the following steps. Unless you created new product type values in lookup type QSC_SALES_PRODUCT_TYPE (not covered in this guide), then you can skip this step.

   1. Click Populate Product Type from Server

   2. The Login window still contains the host, user name, and password you entered previously, so click Submit.

      The macro retrieves the latest product types from your environment and enters them into the worksheet so they are available as the list of values in the Product Type field in the Template worksheet.

7. If you want to import additional fields, then do the following:

   1. Click the Attributes Mapping tab.

   2. Click Fetch Attributes from Server.

   3. In the Login window, enter the following:

      • Host information for your environment. The host name is the portion of the URL of your environment between https:// and /.

      • Your user name

      • Your password

      The macro fetches available product attributes, including any custom attributes you created, from the application.

   4. Add the additional attributes you want to import as follows:

      1. In the Attribute Name column, select the field you want to import.

      2. In the Column Header column, enter the name you want to appear as the column header in the Product worksheet.

   5. Click Update Headers.

8. In the Template worksheet, enter your product data. The macro requires just three pieces of information:

   • Product number

   • Name

   • Primary UOM

   Here are the details for each existing product attribute:

   Column	What to Enter
   Product Number	You can enter the unique product number of the product or leave this required column blank. If you don't enter a product number, then the macro generates the product number automatically using the date and time. The product number displays in the product records visible in the Products work area and the application uses the product number to identify the product record for updates.
   Name	The product name as it appears in the sales catalog.
   Description	Enter a text description.
   Primary UOM	Unit of measure. One of the values in the UOM worksheet.
   Product Type	Product type. One of the values in the Product Type worksheet.
   Eligible to Sell	Enter Y to make the product appear in the sales catalog and to associate it with product categories. If you don't make an entry in this column, then the macro automatically populates the value of Y. A value of N imports the product, but doesn't show it in the catalog or make it available for selection by salespeople.
   Eligible for Service	This column is used only if you're integrating with the Oracle Fusion Service. A value of Y enables service requests for this product. If the product is not eligible for service, then enter N. If you leave this column blank, then the macro automatically populates the value of Y.
   Enable Customer Self-Service	This column is used only if you're integrating with the Oracle Fusion Service. Enter Y to enable customers to view the product on the self-service portal. Otherwise enter N. If you leave this column blank, then the application populates an N for products of the following product types: Extended Warranty Included Warranty Preventive Maintenance Service Level Agreement Software Maintenance You can't enter a value of Y for these product types into the macro. The macro enters a Y for the rest of the product types supplied by Oracle. You must provide a value for any product types you created.

9. When you're done with your entries, click Create Import Activity.

10. If you're prompted to correct errors, here's what to do:

    1. Click OK

       The Error worksheet displays your errors.

    2. Click each error link in column D and make the correction on the Template worksheet.

       Note: After you correct an error, you must click outside the field for the correction to be recognized.

    3. Click Create Import Activity again.

11. On the Login page, enter the host, user name, and password if required.

12. Click Submit.

    The application displays one of these messages:

    Message	Meaning
    The file import activity was submitted successfully.	Your import has started. If the file import activity is submitted successfully, then the confirmation message displays the job ID.
    Unable to connect to the server at this time.	You may have entered an incorrect host.
    Unable to submit the file import activity. Check log for details.	Open the Errors work sheet to view the error details.

13. If your import activity was submitted successfully, then click Activity Details.

    The Activity Details window appears, listing the import activity name, its ID, and its status.

    • If the import activity is still in progress, you can refresh the status periodically by clicking Refresh.

    • If your import completed successfully, then the status listed is Completed.

14. Optionally, click Generate Log to save a file listing the products that were imported.