Import or Update Items From Integrated Wholesalers

If you use a wholesaler integration, you can import your wholesalers' product lists with prices to Provet Cloud. The product lists can also be updated after the first import, and you can select which items you want to add or update. If you only need to update the prices of items that already exist in Provet Cloud, you can use the Update prices button instead of going through the whole import procedure. You can also schedule automatic product updates. See more about updating product prices and scheduling automatic price updates.

This feature requires an initial setup by Provet Cloud support.

1. Filter wholesaler items for the import.

  1. Go to Settings > Import & Export > Import from list.

  2. In the wholesaler list, select Import on the wholesaler row.

    import_from_lists_1.jpg
  3. In the Manual item import dialogue, select the filters you want to use for generating the item list for the import:

    • Select the item types to import (one or all types).

    • Select whether you want to import new items, updated items, or both.

    • Using the Keyword text field, you can filter items based on the item name, for example, if you only want to import or update a specific item.

    import_from_lists_2.jpg
  4. Select Start import. The wholesaler's item list is generated.

2. Select the items you want to import or update.

The wholesaler's item list shows the status of the items compared to Provet Cloud:

a) New items that have not been imported to Provet Cloud before are marked with a green bar at the beginning of the row.

b) Items that exist in Provet Cloud are marked with c. If you are using other names for your items than the wholesaler does, the name will not change when you import updates, but you can easily see both the wholesaler's product name and the product's name in your Provet Cloud for items marked with c.

c) Items that exist in Provet Cloud but have been updated by the wholesaler are marked with a yellow bar at the beginning of the row, and the updated information is highlighted in yellow on the row. In the price column, an arrow shows whether the updated price has increased or decreased compared to the current price in Provet Cloud (d).

Using the search field above the list, you can filter the item list further based on the item name.

To select the items to import or update, you can either use the Select all on page button or select items individually in the list. To proceed, select Next at the bottom of the page.

import_item_list1.jpg

3. Define the item settings.

You can edit the item settings, such as sub-group, VAT group, and markup %. You can also rename the item for Provet Cloud, but you will always see also the wholesaler's product name when updating the item later.

a) Using the settings above the list, you can apply a setting to multiple items in one go. For each setting, you can select All to apply the setting to all items, or you can select items in the list and use Selected to apply the setting to the selected items.

b) Alternatively, you can select the settings for each item individually by using the options on the item rows in the list.

Note that when you edit the item price, VAT group, or markup percentage, the other two are calculated automatically.

If needed, you can still remove an item from the import list by selecting x at the end of the item row.

When ready, select Next to finish the import. A summary page opens and the items are updated to your Provet Cloud item list. If nothing happens when you import or update, it means that there was nothing to import or update compared to your current item list.

import_item_list2.jpg

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