Overview

The Contract Pricing Cost Import Wizard allows you to import a list of products with contract pricing and links that contract cost to suppliers. Once uploaded, the contract pricing needs to have its Contract Pricing Supplier added to selected customer(s) via the price profile(s) (Admin > Pricing > Price Profiles & Tiers). To dedicate a specific contract pricing supplier upload to only a single account, it may be necessary to create a unique price profile for that specific account.

Upload / Import File
To begin importing your contract pricing data:

1. Click on the Contract Pricing Cost Import link under the Import section.
2. Select a Contract Pricing Supplier from the dropdown menu or click on the Add Contract Pricing Supplier link to add a new Contract Supplier to ChannelOnline.
3. Create a new Contract Pricing Supplier on the Add Contract Supplier screen (new entries are added at the bottom of the page). Select from the enabled Contract Suppliers within the dropdown menu; enter the Contract Name, Contract Number and Contract Duration. Check-off the box to enable the Contract Supplier and click Save.
   NOTE: The Contract start date must be on or before the current date.
4. Then click on the “Import File” icon from next to the new entry on the Add Contract Pricing Supplier page to begin importing the contract file into ChannelOnline. To import the file perform the steps below:
   • Select the appropriate option to specify the import file type: .xls, DBF, or ASCII tab-delimited or comma-delimited file format.
     Header Row included as Row 1 – This option should be chosen if the first row in your import file contains the field names or definitions instead of actual customer data.
5. Click on Browse to locate the import file that is stored locally on your computer.
6. Click on Next to continue to the next section, Field Mapping / Import.

To get started, download the Sample Import File.

Field Mapping / Import

The Field Mapping / Import screen will allow you to map the fields that are present in your import file, to the existing fields in ChannelOnline.

Performing a First Time Contract Pricing Import

1. If this is a first time import, then [ New Profile ] will be selected by default for the profile.
   To use a previously saved import profile, go to Performing a Previous Contract Import below.
2. If the import file has the header information or field names within the first row, select the mapping based on the header names. If the import file does not contain the header information or field names, determine the proper fields based on the first record and proceed across all columns.
3. The profile dropdown will show existing import profiles that have been created from previous imports. These profiles contain the field mappings or translations between the import file field information and ChannelOnline’s fields. Profiles are helpful so that if the same import is performed periodically, there is no need to manually specify the fields each time.
4. The column called Import Fields represents the fields in the import file. The right column called ChannelOnline Fields represents the fields in ChannelOnline.

Note: If the field in the right column shows a field name only such as “Manufacturer Name” with nothing else, this means that the ChannelOnline field has NOT been mapped to a field in your import file. However, if it shows the following “Manufacturer Name < Field 1>Hewlett-Packard”, this means that the field in your import file has been properly mapped to ChannelOnline’s Manufacturer Name field.

To continue mapping more fields available in your file to ChannelOnline’s available fields, perform the following:

1. First, locate an unmapped field in the ChannelOnline Fields column. We will use the field “Manufacturer Name” as the example. Click on the field to select it.
2. Locate the appropriate field from your Import file under the Import Fields column. In this example, “<Field 1> Hewlett-Packard” is the correct field. Select the field so that it is highlighted.
3. Click on Map to ChannelOnline > to tag the fields as being mapped.
   Now “Manufacturer Name” will update to “Manufacturer Name ……< Field 1> Hewlett- Packard”.
4. Continue this process until all fields have been mapped to ChannelOnline fields. If you do not have data for some of the extra fields, the import will simply not apply any data to that field and the import process will continue successfully.
5. Once you have finished assigning the field name order for your import file, you have the option to save the mapping profile. If you expect to perform the same type of import using an import file with the same format, saving the mapping profile will save you time by not having the select the field mapping for the same type of import in the future.
6. Click on Start Import to begin the import process.

Performing a Previous Contract Import
If using a previously saved a profile from a previous import with the same file format, select the profile name from the dropdown. It will then populate the appropriate field data next to the ChannelOnline fields:

• Verify that the field mappings are correctly assigned.
• Click on Start Import to being your customer import.

Import Status
The Import Status screen will display a status bar and refresh the page periodically to provide the progress.

If the Import fails, it will display the number of records imported and/or rejected. To view the log:

1. Click on Show Error Log.
2. The Error Log will provide an explanation as to why certain records were rejected. Example, “The Manufacturer Name and Part Number do not match any of the products from Supplier (Supplier Name).”
   NOTE: The product must exist as part of the full catalog before contract pricing may be specified.
3. Make corrections to your file if needed and re-run the Import.

See also Supplier Contract Uploads