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Contact data

1. Importing contact data

In this chapter, we describe how to import contact data in plentymarkets. You need a CSV file with the data that you would like to import. Save this file on your computer. Then, proceed as follows.

Structure of the file: Example file with sample data

Click on this link to open an example file with sample data that you can use as an example to import contact data.

Carrying out the basic settings:

  1. Go to Data » Import.

  2. Click on the plus sign Add sync ().

  3. Enter a name in the area Basic data.

  4. Select from the drop-down list Type the option Contacts, companies, addresses.

  5. In the Import section, you can leave the settings as they are.

  6. In the Separator section, select the option Tab.

  7. In the Source section, select the option HTTPS.
    → Two further lines are displayed.

  8. In the drop-down list HTTP options, select the option Data upload.

  9. In the line URL, click on the button with the three dots (Select file).
    → A new window opens.

  10. Click on Upload file, select the CSV file with the contact data that you would like to import and click on Open.

  11. Place a check mark in the line of the file or click once in the line of the file.
    → The URL – i.e. the path from that you uploaded the CSV file – is now displayed in grey in the field URL.

  12. Save () the settings.

You have uploaded the CSV file successfully. In the following, carry out the matching and mapping settings.

Carrying out the matching settings:

  1. Click on Matching on the left side.

  2. In the Matching section, you have to assign at least one of the four available options to one of the fields from the CSV file.
    Note: If there is no contact ID available yet, it makes sense to carry out the matching via the email address.

  3. In the Import options section, select the option Only import new data.

  4. Select the decimal number and the date format, if required.

  5. Save () the settings.

Now adjust the settings for mapping.

Carrying out the mapping settings:

  1. Click on Mapping on the left side.

  2. Click on the plus sign Add mapping ().

  3. Enter a name.

  4. Enter a position number.

  5. Save () the settings.
    → The Import data / plentymarkets data fields section opens.

In this section, you assign the fields from your CSV file to the fields in plentymarkets. On the left side in the Import data section, you can see the header names from your CSV file. plentymarkets has already taken these names automatically from your CSV file.

On the right side in the plentymarkets data fields section, you have to select the corresponding counterpart from the list.

Mandatory fields for contact data

When importing contact options, the fields Type and Referrer are mandatory fields. These two fields are marked with an asterisk (*).
We recommend entering ID 1 for the referrer, because ID 1 covers both the referrer Online store and all marketplaces. ID 0 (= manual entry) will not be effective, because ElasticSync is not a manual entry in the strict sense.

Example: Assigning the source First name to the appropriate plentymarkets data field

  1. On the left side, you can see the source First name. Click on the right side in the same line and enter First name in the search field.

  2. Click on First name.

  3. Click on the green tick Select () below the list.

  4. Activate the toggle button Activate line in this line on the left side.
    → The toggle button has to be switched from to .
    Important: All data fields to be imported have to be activated in order for the mapping to work correctly.

  5. Click on the button Field () on the bottom left side.

  6. Select from the drop-down list Own value.

  7. Enter 1 as value.
    Note: 1 stands for the referrer Online store and all other marketplaces.

  8. Enter Referrer on the right side in the search field.

  9. Click on Referrer*.

  10. Click on the green tick Select () below the list.

  11. Activate the toggle button Activate line in this line on the left side.
    → The toggle button has to be switched from to .

  12. Save the settings.

Click on Preview () in order to display a preview of the file and to check the content.

Last, but not least: click on the play button Execute sync (). Depending on the data volume to be imported, this may take a while. Once the sync is carried out, the message Sync finished is displayed.

Now go to CRM » Contacts in order to check whether the contact data was successfully imported.

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