What is a CSV?

A CSV is a comma-separated values file, which allows data to be saved in a tabular format.  Each line of the file is a data record.  Each record consists of one or more fields, separated by commas.


How to make a CSV for an individual category

For guidance on how to create CSVs for individual catergories, click the relevant link below.


Product:    [Adding Products]


Stock:        [Stock Consignments]


Order:        [Adding Orders]


What can go wrong?

When uploading CSV files there are several things that can go round but to minimise your risk of encountering problems, some easy things to check are:


  1. Make sure you are uploading a ".CSV" file and not something else
  2. Make sure you have the columns laid out in the correct order 
  3. Make sure you have filled in all mandatory columns.


How to check


To check if you have your columns in the correct order consult the relevant "CSV Example" for CSV you are trying to make.


To find out which columns are mandatory check the relevant "CSV Instructions".  These can be found on your portal, simply click the icon on the right to download each document.



Stock Consignments


When uploading a stock Consignment the Product Name and Product Description must match that on the Products tab. 

If they do not match the CSV will not upload.


Common problems with Excel


Microsoft Excel has a tendency to auto format cells.  This can cause numbers entered to be changed in unhelpful ways.

Removing leading zeros - e.g. number entered 009257712 becomes 9257712

EAN Long numbers - Can automatically adjust to scientific form e.g. 1234567890123 becomes 1.23457E+12.  You will be unable to upload this to the system because it is now the wrong length and will be rejected.


Dates are also automatically formatted to DD/MM/YYYY rather than the required YYYY-MM-DD.

        

How do I fix this?


You will have to reformat the cells to "text" to ensure that the numerical data entered remains correct.

This is done by clicking at the top to select the entire column:

Next select the drop down arrow for cell formats, (make sure you're on the "Home" tab)

Then select "Text"


You will now see the text is left aligned. 

However, it is still in scientific notation.

To fix this simply double click on each cell in the column that is still in scientific form.


For any cell that had trailing or preceding 0s removed, or any cell that contained a date, these will need to be re-entered manually. 


The document can then be saved and uploaded.


PLEASE NOTE: when saving an Excel document as a .CSV no formatting data is saved.

Therefore if you open a .CSV having saved and closed it you will need to go through this entire process again.