How do I import new parent/child items?

How do I import new parent/child items?

Yellow Dog provides the ability to import items into the database. Using this feature must be done with extreme caution. If mistakes are made during the import process, and development is required to rectify those mistakes, there will be a labor charge to clean them up. There are import templates attached at the bottom of this article. This permission is typically only given to admin permission users, and if you do not have permission to see Import Data please see your onsite admin for additional permissions. 

Prior to importing: 

  • Unique Identifier: Every parent and child item will need to have its own unique identifier assigned in the spreadsheet, and the parent unique identifier will be what ties the parent and child item together. The identifier does not have to relevant to Yellow Dog. In this example we used YDTest001, YDTest002, YDTest003, etc   
  • Confirm your file is in a CSV format not an excel file
  • Confirm the levels/departments you want your items to be in have been created in Yellow Dog
  • Confirm the vendors that be assigning to your items have been created in Yellow Dog . (Spelling, upper/lowercase must match verbatim what is in Yellow Dog and what is in your import sheet) 
  • Confirm the variations of the dimensions you will be assigning your items have been created in Yellow Dog. 
  • Review your data! Take time to review the data you want to import prior to importing. Address anything that seems incorrect prior to importing. 

Column Mapping:

ยท         Code vs Description-when mapping the vendor/manufacturer and level fields you will have the option of using the name/description of the level or vendor or using the code that has been assigned.

  

 When mapping level and vendor/manufacturer fields, you will want to ensure that the option for Description or Code(identifier) is the option that is chosen.

       

Importing Parent Child Item is done in two parts, the import of the parent item data, and then importing the child item data. The unique identifier is used to connect the two items. If you have items that already exist in Yellow Dog and you would like to configure them to be Parent-Child Items CLICK HERE for more information. If you are importing updates to items, rather than brand new items please CLICK HERE for additional information on that process.   

Importing:

  1. Navigate to System Setup and select Import Data: 



  1. Navigate to the three black dots to the right of Import File to navigate to the file on your computer that you are importing. *Note: the file will not populate if it is open on your computer while you are trying to import*




  1. Confirm the store(s) the items will be imported for 




  1. You will now see the data in your file populate. 



  1. Right-Click in the Column headers to map your columns to the corresponding fields in Yellow Dog. Please see the attached import field Key for a full list of all the fields that cat ban be imported. 


  1. Map all columns that you want to import for the parent item. 


  1. Select Import




  1. Confirm that you have checked all your column mapping 




  1. Wait for your items to import. *Note: the larger the file, and the more fields you are importing the longer it will take to process the data.* 

 



  1. Once the data has completed importing for your parent items, you will map the columns that contain your child item data. *Note: When mapping the columns for your child item data you will not need to have your parent item data mapped except for the unique identifier. The unique identifier listed for your child item will be mapped to the Unique Identifier Field, the Unique Identifier for your parent item will be mapped to the Parent Unique Value Field. *                                                                                                                                                                                                                                                                  
  1. Select Import  



  1. Confirm you have checked all your column mapping



  1. Wait for your items to import. *Note: the larger the file, and the more fields you are importing the longer it will take to process the data.* 


               


  1. When the import is complete select Update Item SKUs to assign SKUs to the items you have just imported. *Note: The Updating SKUs button, is a supplemental permission to import. If the button is greyed out when you attempt to import, see your onsite admin for additional permissions.*




  1. Navigate to the inventory items screen to verify your items have imported and appear correct. If the SKUs do not fill in right away, you will want to hit refresh data. In some cases, maintenance will have to run over night to generate SKUs. 






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