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Module 1 Overview

Let's Import Your Products Into Zoey! This module will teach you the basics of Zoey Products and help you transform your product data into the Zoey Import CSV Format.

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Adding products to Zoey may be done in your Zoey Web Admin or imported using CSV files. It's important to first understand the different Products Types that your catalog might require, then you'll need to transform your data to meet the format of our CSV Import Templates.

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A checklist is available to help guide your progress.

Click here to download the Module 1: Products Checklist

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Product Import Templates

A catalog of templates and shortcuts to their support articles can be found here.

The "sku" column is the only required header for imports to update existing products. Therefore, all other columns may be added to your Basic Product Import template, or managed on a smaller scale using these feature-specific templates.

Unless you are replacing Images or Categories, please use the Import Behavior: Append

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Product FAQs

Find answers to some frequently asked questions.

Table Of Contents:

LEARNING PLAN:
Please read all the below pages as you're building your Zoey Catalog.
Time to read: ~11min

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How much time will this module take?

That depends on you and your data. SKU count, product types, source data, and the amount of time you have to build your catalog will all play a role. Some Zoey users can manually add their products one-at-a-time in the web admin within a few minutes. Others may need to spend weeks compiling and transforming their data to best take advantage of Zoey's product filtering, search, sort, and categorization features.

ASSIGNMENTS:
For this module's assignments you will be setting up your Zoey store with the attributes and categories unique to your catalog, then you will build and submit your Product data for our review.

LIVE SESSION
The live session of this module is to answer any questions you have, review your product data and run your first import. When importing for the first time you may encounter some errors in your file, your implementation team will help explain which mistakes were made, how to fix them and help get your files imported.

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Integrating Your Products?

Please ensure your SKUs match across the platforms you are looking to integrate.

Are your products being integrated with other platforms for pricing, inventory or other data? You're still going to need to complete this module and manually import your Zoey Products, you just might need to take one extra step to ensure your products will link correctly when we get to the System Integration Module.

For Instance, you may need to add extra attributes for external product IDs or ensure your SKUs match across the platforms you are looking to integrate:
NetSuite/Quickbooks Extras

Preparing your Data

As mentioned in the Data & Requirements module, preparing and cleaning up your data could be really quick, or it could be a very large task. Either way, you will be expected to do all data clean-up under the guidance of your Implementation specialists. Begin preparing your data by reviewing the three steps below:

Step 1: Identify where the below information lives:

Zoey Product data consists of the following information:

  • Product Names/Descriptions & SKUs, UPCs or other Identifying information
  • Categorization - in a flat or hierarchy of categories
  • Rich Information - in Zoey we call this "Attributes", or any information such as Size, Color, or other details you need for searching, filtering, sorting or displaying to your Customers and Sales Reps
  • Images (one or more per product) - this may be in the form of JPEG/PNG files, or web-accessible URLs
  • Pricing Information - including Price, Cost, Customer Price Lists, Volume Discount Pricing etc...
  • Inventory Information - including Qty available to sell, min/max qty, qty increments or packaging (case/pallet)

Step 2: Start to Compile into Spreadsheets

Use Microsoft Excel, Google Sheets or any other spreadsheet management tool you have to compile the above information. Once completed you can begin to review that your data meets the below standards.

Step 3: Assess your Data

Once you have your data compiled, begin to assess what you have against the Zoey Product Data Requirements. Below we've listed a few things you should know from the start that your data will need to conform to:

  • Unique SKUs - All products must have a unique Identifier called the SKU in Zoey.

  • Standard SKUs - Zoey allows numbers, letters, underscores and dashes within SKUs. We can NOT support spaces or other special characters

  • Unique Names - Each SKU must have a unique name. If you have products with the same name we recommend adding the SKU to end of the Name. Duplicate Names will create duplicate URLs to the product pages which will cause issues!

  • Attribute Columns - If your products are Variations, or will need to be filtered by different attributes/characteristics, you will need to have a column for each. For example: Size, Color, Width etc...Please use the Attribute Code as the column header. Ex: bin_number.

  • Categories - Zoey products can be put into one or more categories used when Sales Reps and Customers are browsing your catalog. Please review this data and ensure category assignments are consistent and match the browsing structure you would like to have.

  • Images - Zoey can import images onto your products if those images exist in web-accessible URLs OR as JPEG/PNG Files! All we'll need is a way to associate the SKU with the URL or File-Name in a spreadsheet. You'll learn more about this in Module 1, but from now, start looking into where your product images live.

Updated 5 months ago

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