Adjusting storage locations

This page offers Best Practices for importing and exporting data. Before you use these Best Practices in order to exchange data, familiarise yourself with the functions of the FormatDesigner, the Elastic Export and the import tool. To do so, read the pages Creating data formats with FormatDesigner, Elastic Export and Using the import tool.

1. Exporting data

In the first section of the Best Practices we will focus on the data export. First, we will show you how to create and assign data fields by using the FormatDesigner.

1.1. Creating and assigning data fields with the FormatDesigner

In the menu under Data » FormatDesigner you can create data formats for the export. In order to use it, the FormatDesigner plugin has to be installed. In the following section we exemplarily create a template for storage location and thus for the data format WarehouseLocation. It contains all data fields that directly concern the storage location.

Table 1. Data fields WarehouseLocation
Setting Explanation

ID

The ID of a storage location is unique, as a new one is assigned to every storage location.

LevelID

ID of the level on which the storage location is located.

Label

Here you can enter a name for the storage location label.

Purpose

Purpose of the storage location, e.g. removal from storage

Status

Status of the storage location, e.g. active, inactive

Position

Position of the storage location (distance)

Full label

Name of the storage location

Type

Type of the storage location, e.g. small, medium, large

Notes

Here you can make notes regarding the storage location.
data fields warehouse structure
Figure 1. Data fields in the warehouse structure
data fields in the structure manager
Figure 2. Data fields in the structure manager
storagelocation data fields structure manager
Figure 3. StorageLocation data fields in the structure manager

In our example we use the FormatDesigner to create an import of the type Warehouse and name it warehouseLocation.

new template
Figure 4. New template
data fields warehouselocation
Figure 5. Data fields WarehouseLocation

By clicking on the data fields they are added to the template.
Save () the settings.

This leads to the following assignment in the FormatDesigner.

assignment data fields
Figure 6. Assigning the data fields

1.2. Exporting data with the Elastic Export

The Elastic Export allows you to export the templates that have been created in the FormatDesigner into the CSV format. If no Elastic Export can be created the plugin on plentyMarketplace has to be installed first.

1.2.1. Creating a new export

In the menu under Data » Elastic export you can create a new export.

  1. Go to Data » Elastic export.
    → The overview opens.

  2. Click on New export.

  3. Carry out the settings. Pay attention to the explanations given in Table 2.

  4. Save () the settings.

  5. Refresh the token once again.

  6. Click on Download file ().
    → The created CSV file can be edited in a spreadsheet programme.

  7. Once the data have been edited the file has to be saved under a new name.

Table 2. Creating a new export
Setting Explanation

Name

Enter a name. The export format is listed by this name in the overview within the Exports tab.

Type

Select the data type that should be exported from the drop-down list. Here we select the type warehouse.

Format

Select a format for the export from the drop-down list. Only formats that were installed from the plentyMarketplace are available.

Limit

Enter a number. It is limited to 10,000 data records.

Provisioning

Select URL, FTP or Admin area. Different settings will appear depending on which option is selected here. Here we select the option URL.

Token

If you have selected the option URL under Provisioning, then click on Generate token. The token is entered automatically.

Filter

For the filter we select the option warehouse.
the form
Figure 7. The form

In the table the data look as follows.

the data
Figure 8. The data

2. Processing data

In a next step the data are processed. The CSV file that has been created per Elastic export can be opened in a spreadsheet programme.

csv file data unprocessed
Figure 9. CSV file data unprocessed

The data fields level, label, purpose, status, position, type and notes can be imported.

In the given example we changed the values of the position and the notes.

csv file data processed
Figure 10. CSV file data processed

3. Importing data via the import tool

In the next section we will deal with importing data via the import tool. We will exemplarily create an import of the type Warehouse.

  1. Go to Data » Import.
    → The overview opens.

  2. Click on Add import ().
    → The overview opens.

  3. Carry out the settings. Pay attention to the explanations given in Table 3.

  4. Save () the settings.
    → The import has been saved.

Table 3. Creating an import
Setting Explanation

Name

Name of the import

Type

Select which data fields can be assigned to the import data. In this example we select the type warehouse.

Data type

So far the only available data type is CSV.

Separator

The separator separates the different data types. In this example we use the separator semicolon.

Source

The CSV file is stored in the source. In this example we use the data upload which will soon be available as own option field.
type selection
Figure 11. Type selection
separator
Figure 12. Separator
source
Figure 13. Source
overview basic data
Figure 14. Overview basic data

The file upload is next, for which we use a local CSV file. In this case we select HTTP as source and data upload as HTTP option.

  1. Click on Select file to open the file manager.

  2. Click on Upload file () to provide a new file.

  3. Select the CSV file from the file manager.

  4. Click on Open.
    → The file is saved in the list under My files.

  5. Tick the box and select the file.
    → The file is loaded into the source directory.

  6. Save () the settings.

file upload
Figure 15. File upload
select file
Figure 16. Select file
load file in source directory
Figure 17. Load file in source directory

3.1. Matching

For the matching it is necessary to determine and assign the data in order to figure out which data of the file corresponds to which data in PlentyONE.

matching
Figure 18. Matching

With the matching you determine by which data is examined whether a data record already exists.
In this example the WarehouseLocation ID is used for the matching.

select matching
Figure 19. Select matching

3.2. Import options

Here is determined whether only new data, only existing data or new as well as existing data should be imported.

import options
Figure 20. Import options

Save () the settings.

3.3. Creating a mapping

In the mapping the imported data are assigned to the PlentyONE data fields.

mapping
Figure 21. Mapping

At first a mapping needs to be created.

  1. Click on the field Mapping.
    → The overview opens.

  2. Click on Add mapping ().

  3. Select a name.

  4. Save () the settings.
    → The mapping has been created.

3.4. Assigning data fields

The data that is to be imported has to be assigned to the PlentyONE data fields.

  1. Click on Field.
    → The overview of the import data and the PlentyONE data fields opens.

  2. Click in the field Target and select the corresponding data field.

  3. Click on Activate row in order to activate the import data.

  4. Save () the settings.

assign data fields
Figure 22. Assigning data fields

Click on Preview () in order to display the changes of the first rows.

preview
Figure 23. Preview

3.5. Testing and running an import

By clicking on Test import it is checked whether the inputs lead to a successful process of the import.

test sync
Figure 24. Test import

By clicking on Run import the import is started and loaded into the queue.

run sync
Figure 25. Run import

3.6. Result in the structure manager

In the structure manager the result is displayed as follows.

display in structure manager
Figure 26. Display in the structure manager