Importing products: creating and updating bundles

Bundles can be imported from a spreadsheet using products which already exist, products which are created as part of the same import, or a combination of the two.

An import can be used to update a bundle's components, but note that it is not possible to remove all bundle components using an import.

Creating and updating bundles using an import

  1. Ensure that the bundle has its own row in the import file with its own unique SKU.
  2. Ensure that the bundle components are either existing products in Brightpearl with unique SKUs or included in the import file as new products to be created with unique SKUs

    Note: If the components are being created in the import, they will need to be listed above the bundle row in the file!

  3. Ensure the import file includes the "Bundle SKUs" column. On the bundle row ONLY, enter the component SKUs and quantities in this column in the format: SKU:qty,SKU:qty.

    Note: If updating bundle components, make sure to include all components in the Bundle SKUs column.

    Import bundles

  4. Go to Settings > Data/Import > Import products.
  5. Create a data map to read your file. When creating new products the following fields are required:
    SKU, Name, Brand, Category
  6. Ensure the data map fields are in the same order as in the columns in the file.

    Tip: You can click 'Export sample' to export a blank copy of the data map.

  7. Once the data map is saved, click the Import link in the same row.

    Import products

  8. The data map is displayed on the left-hand side of the import screen. Ensure the import file has the same columns in the same order.

    Note: The first column will be used to check the products in the file against existing Brightpearl products.

    If the data map needs editing, click the Edit this data map link in the top right-hand corner.
  9. Make the following selections:

    Import values: This determines whether the contents of the file will actually be imported or not. It's a good idea to leave this unchecked to begin with to test everything is fine with the file.

    Email me a report: Check this box to receive an email containing a report of what happens with the import.

    Skip items not found using match column A: This determines what to do if the system cannot match a row in the file to a product in Brightpearl.
    When creating new products, ensure this is unchecked. 

    Create missing option values (displayed only when option fields are included): If the import file contains new option values for variants, check this box to ensure they are created as part of the import.

    Create missing brands (displayed only when "brand" field is included): If the import file contains brand names which are new then check this box to ensure they're created as part of the import.
    If all brands should already exist in Brightpearl, leave it unchecked. Beware that the import will fail if there are brands in the file which are not in Brightpearl. This may indicate misspelt brands in the file.

    Category mode (displayed only when "category" field is included): Choose whether to add the imported products to a category (thus having multiple categories), or move the products to a category (removing all previous categories).
    When importing new products they will always be added to the category, since there is nothing to move.

    Create missing categories (displayed only when "category" field is included): If the import file contains categories which are not in Brightpearl, check this box to ensure they're created as part of the import.
    Alternatively, leave it unchecked to prevent new categories from being created. Beware that the import will fail if there are categories in the file which are not in Brightpearl. This may indicate misspelt categories in the file.

    Update only; don't create any new products: When creating new products, ensure this is unchecked.

    Select seasons to add: If you are using seasons, select the season(s) to assign to the products. Hold down the control key and select multiple seasons if required.

    import products screen

  10. Click the Browse button and find the file to be imported.
  11. Click the Upload XLS file button to attempt the import. Messages will be displayed at the top of the screen to report what has happened.

Video

See the video below for a walkthrough on how to create bundles using a product import.

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