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Caller Navigator

Inhaltsverzeichnis

Introduction

This manual describes the manual import of data using Caller Navigator (PepperShop Enterprise interface). The import file is uploaded to the data exchange directory via Caller Navigator Web Uploader or FTP and the import process is started in the Caller Navigator. The interface is also optimized for automated processes, which is why status files are used.

Figure 1: Caller Overview

Import File Name and Format

The import files are delivered in CSV format. This can be created with any spreadsheet software (e.g. LibreOffice, Google Docs Spreadsheet, Microsoft Excel). When saving the CSV document, the following information must be provided:

•Character set: Unicode (UTF-8) - by default WITHOUT BOM header (Excel!) •Field separator: ; (semicolon) •Text separator: " (double quotation marks)

The file names for import are specified as follows:

File name Import
set_artikel_inp.csv Import the complete article stock
set_artikel_inkrementell_inp.csv Import part of the article stock
set_kategorien_inp.csv Import categories
set_kunden_inp.csv Import customer data
set_kunden_vereinen.csv Transfer customers to other customers (duplicate cleanup)
set_lieferadressen_inp.csv Import delivery addresses
set_optionsartikel_inp.csv Import option article links
set_lieferstatus_inp.csv Update delivery status for orders
set_hersteller_inp.csv Import manufacturers
set_debitorenpreise_inp.csv Import debtor prices (price per customer/customer group)
set_zeilenrabatte_inp.csv Import line discounts (discount per customer/customer group)
set_lager_inp.csv (Multi)Warehouse stock bookings
set_gutscheine_inp.csv Import vouchers
set_seriennummern_inp.csv Serial numbers and warranty expiration date import
set_kontierungsgruppen_inp.csv Article accounting groups import

Figure 2: Warning

Import File

Let’s assume you want to import an article stock. It’s best to first export the article stock so that the column names are correct.

Figure 3: Export

You can now download the file or view it. Once you have entered your articles, you can upload the adjusted csv file again. You do this under set_artikel upload. Warning, articles that are not in this list will be deleted! You can now start the import:

Figure 4: Start Import

If the import is successful, the following message is displayed:

Figure 5: Import Successful

If an error has occurred, an error file appears and you can view it. Here you will see the error.

Figure 6: Error Message

The principle is the same for all other import options.

Figure 7: Warning

Upload Import File via FTP

Larger import files are preferably uploaded directly to the data exchange directory using an FTP program. Path data exchange directory: /path_to_shop/shop/Admin/caller/cli_datenaustausch/ A file uploaded via FTP can be made visible in the Caller Navigator via ‘Update Navigator’.

Article Image Assignment

If article data has been imported, article images should usually also be assigned. There are various ways in the shop to link images. Before starting the import, the image size must be defined once in the design settings: Shop Administration → Design → Settings → Articles (tab) → Micro- / Mini- / Large image sizes. Then the import can be started. Here are some possible implementations:

  • Images as HTTP links: One method is to specify URLs to images already published on the Internet in the article import fields ‘Image large’ and ‘Image small’ (starting with http://…) - then everything is already done. This form of integration has the advantage that images used in multiple places only need to be maintained centrally. The disadvantage is that they must be maintained separately.
  • Upload images as files in shop and link in article import: 1.) In the article import field ‘Image large’, the file name of the large article image is specified. 2.) The article images are uploaded e.g. via FTP to the shop directory shop/ProdukteBilder. 3.) The shop automatically generates the thumbnails, proceed as follows: Shop Administration → Settings → System Configuration → Operations → Generate and update thumbnails
  • Upload images as files in shop, link: Article images have article number as image names: 1.) The article images are uploaded e.g. via FTP to the shop directory shop/ProdukteBilder. 2.) Shop Administration → Settings → System Configuration → Operations → Assign article images to products based on article number (possibly thumbnail generation is also needed - see above).

Appendix

Figure 8:

Figure 9: Webserver Filesystem

Figure 10: Shop

Figure 11: Download Webserver Filesystem

Further Help

Do you have questions or need assistance? Do you have special requirements or desire a custom solution for your system? Our support team is happy to help. Support services are charged based on time and material at CHF 195.- / hour. Here is how to reach us:

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