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Client links

This chapter describes how to export and import client links.

To benefit from this best practice, you should be familiar with the basic functionality of the import tool. Check the Using the import tool page of the manual for general information about how the plugin works.

1.1.1. Creating the format in the FormatDesigner

The clients currently linked to variations, i.e. active clients, can be exported using the FormatDesigner. To do so, go to Data » FormatDesigner and create a new format of the type Item.

After that, select the data fields:

  • To allow mapping during import, from the Variation area select the ID or the Number of the variation.

  • The actual client availability is then added in the VariationClient area. The field is called isActive.

Mapping for multiple clients

If you work with more than one client, the field isActive must be added more than once. Each field must be assigned to a specific client.

In the export, the field contains the value 1 if the client is active. If the client is not active, an empty field is exported.

After you have saved the format, you can set up the export in the elastic export.

1.1.2. Setting up the export in the elastic export

Go to Data » Elastic export to set up the export of the format you created.

To do so, click on New export and save a name, the type Item, the format you created, a limit and a file name.

Exporting the file in CSV format

If you want to download the file in CSV format, specify the suffix .csv as part of the file name.

Once you save the format, you are done setting it up.

1.1.3. Exporting data

There are several ways of exporting the data:

  • In the export, click Download.

  • Open the URL in a browser.

  • In the export overview, click Download.

1.2. Importing the client availability

1.2.1. Creating the import via the import tool

To import the client availability, you can go to Data » Import and create an import of the type Item. Alternatively, you can add the fields to an existing import.

The synchronisation must be based on a variation-specific field, for example the Variation number.

In the import’s mapping, select the field Active in the Client (store) area. Then click on the green plus icon to add the clients. To map the column of the CSV file, click on the pencil icon.

You need to specify the value 1 to activate. To deactivate, specify a 0.

Working with your own values

Instead of using one column in the file, you can also use your own value and enter yes or no for all rows of the file in the mapping.

That is all you need for the link. The import is now ready to go and you can start activating or deactivating clients.

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