Import Product Groups

Here's how to import product groups. You can import as many as 5,000 records at a time. Each import must complete before you start another.

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

2. Make sure macros are enabled in Excel.

3. In the ProductGroup worksheet, enter the product groups in your sales catalog hierarchy starting at the top of the hierarchy, right underneath the root product group you created earlier. You must enter the parent for each product group.

   Here are the details of each column:

   Column	What to Enter
   Product Group Reference Number	Enter a unique alphanumeric ID up to 50 characters in length. You can enter the product group name without any spaces. For example, if your product group is Green Servers, you can enter GreenServers. The macro enters this value as the Product Group Internal Name for each product group. The Product Group Internal Name is visible in the Manage Product Groups task UIs.
   Product Group Internal Name	Optionally, enter a product group internal name of up to 150 characters in length, which is also visible in the Manage Product Groups task UI. This field is included for customers who may have lengthy internal IDs for their products. If you leave this field blank, the macro copies the Product Group Reference number into this field.
   Product Group Display Name	The name of the product group as it will appear in the sales catalog.
   Product Group Description	Enter a text description. This text is not visible to salespeople while making product selections.
   Allow Selection Flag	A Y value in this column means that salespeople can select the product group when entering a customer's product interest in opportunity revenue lines. An N value means they can't.

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

5. 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

6. 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.

7. 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 entered the wrong mapping number or the user doesn't have the correct permissions. Open the Errors work sheet to view the error details.

8. 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.

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