1. Implementing Sales
  2. Import Product Group Hierarchy Information

Import Product Group Hierarchy Information

After importing the product groups themselves, you must import the relationships between them to build the catalog hierarchy.

  1. Open the file ProductGroup_Import_Macro.xlsm with the product groups you just imported. You use the product group reference numbers to build the hierarchy.

  2. Open ProductGroupRelationSetup_Import_Macro.xlsm.

  3. Make sure macros are enabled in Excel.

  4. In the ProductGroupRelationSetup_Import_Macro, enter the reference number for each product group and the reference number for its parent. For the product groups immediately under the root product group, you must enter the root product group reference number you got from the UI.

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

  6. 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 /sales.

    • Your user name

    • Your password

  7. Here's what to do if you're prompted to correct errors in your entries:

    1. Click OK.

      The Error worksheet displays your errors.

    2. Click each error link and make the correction.

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

    3. Click Create Import Activity again.

  8. 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.

    You most likely don't have the correct permissions. Open the Errors work sheet to view the error details.

  9. 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.

  10. Optionally, click Generate Log to save a file listing the product groups that were imported.