Introduction
This article will provide you with information on how to use the support tool - Product Template Migration
- This article provides description of the product migration process.
- This article will be useful to PG Champion, Club Owner, System Administrator.
Migration process will not directly trigger Automation Rules.
Automation Rules for "time-based" events (for such events there is "time offset" configuration in AC rule editor) may be triggered at some time for added or modified records by Automation Center related job. Eg. this may take place for "User contract has ended" event depending on "time offset" configuraion in the rule.
Instruction
1. To access migration tools go to PGM -> Settings -> Support Tools.
2. Go to Migration and press Download template file.
3. Choose Products Template to download an XLSX template for product template migration.
Open the spreadsheet template using a compatible software.
Fields on the spreadsheet
Listed below is a list of all of the attributes required. The column names cannot be changed as this is required to connect the upload file to the fields within PerfectGym.
You can delete some headings if they are not required for the upload.
| Column name | Description | Is Field Required | Constraints or Possible Values: |
| ProductName | Product name | Yes | |
| Price | Price (default gross, if IsGrossPrice empty) | Yes | |
| IsPriceNet | Is above price net | No | If left empty or IsPriceNet = 0 then Price is gross If IsPriceNet = 1 then Price is net |
| VatRate | Vat rate of the product | Yes | VatRate must be defined in the system |
| ProductType | Type of the product | Yes | Available values Product, Service, Bundle |
| Symbol | Symbol of the product | No | |
| Description | Description of the product | No | |
| BarCode | Bar code of the product | No | |
| AccountingCode | Accounting code | No | |
| UnitOfMeasure | Unit of measure | No | If empty then Piece will be used. If filled in then it has to exists |
| Category | Category name of the product | Yes | Please create category in PGM->Sale->Product Category prior to upload |
| Treshold | Threshold for warehouse state | No | |
| AddToNewClubs | Add to new clubs | No | Default false |
| Clubs | List of club numbers, use comma to separate club. Eg. 101,102,103 | No | List of clubs numbers. If empty, all clubs will be selected. If - then none club will be selected. |
| DontAllowForPriceModification | Do not allow seller to change the price | No | Default false |
| StoreStateForMember | Store state for the member | No | Default false |
| BundleQuantity | Bundle quantity, if > 0 then it means that this product will be the bundle containing BundleQuantity x BundleItemName |
No | User must exist in the system |
| BundleItemName | Bundle item name | Yes if Bundle Quantity > 0 | This is product name. It has to exists, or be defined earlier in this file. |
How to migrate data
A new record will appear under List of migration files. Press Validate file.
If files are correct, all column headers will turn green.
If there are any errors, the header will be yellow instead
When the file is validated, you can press the ••• and then, the Migrate Product States button.
Check if the products were added to the system by going to PGM -> Sale -> Products.
The migration is now complete