Skip to main content

Notes

This page explains the matching and mapping fields that you can use while importing notes. Depending on the matching field you select, the notes are either saved for contacts, variations, orders or categories. This page serves purely as a reference and it assumes that you already have a basic understanding of the import tool.

1. Matching fields

[tabelle-abgleichfelder-notizen] explains the fields that are available for matching notes. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 1. Matching fields for importing notes
Setting Explanation

Contact ID

Which column of your CSV file lists the contact IDs? Choose this column here. This option is useful if you want to add notes that pertain to contacts.
Note that it is not yet possible to import contact notes into the messenger. This is a planned feature.

Variation ID

Which column of your CSV file lists the variation IDs? Choose this column here. This option is useful if you want to add notes that pertain to variations.

Order ID

Which column of your CSV file lists the order IDs? Choose this column here. This option is useful if you want to add notes that pertain to orders.

Category ID

Which column of your CSV file lists the category IDs? Choose this column here. This option is useful if you want to add notes that pertain to categories.

2. Mapping fields

This chapter explains the fields that are available for mapping notes. Use these fields to specify which column of your file corresponds to which data field in your system.

Basic procedure:

  1. In your CSV file: Enter a valid import value into a column.

  2. In plentymarkets: Assign this column to the appropriate mapping field.

  3. After the import: Check the result in the back end.

No mapping field? Default value applies!

If you don’t include a certain piece of information in your CSV file, i.e. if you don’t use a certain mapping field, then your notes will be given the default value.

2.1. Note

This chapter explains the fields that are available for importing notes.

2.1.1. User ID

Required field

Enter the ID of the user to whom the note is to be assigned in your CSV file.

Default value: No default value

Permitted import values: Numeric (internal user ID)

You can find the user IDs in the back end menu: Setup » Settings » User » Accounts.

2.1.2. Text

Required field

Enter the text that is to be added to the note in your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

2.1.3. Visible to customers

Required field

Decide whether the notes are visible to customers. This is a required field for all notes although it only affects the order notes because notes pertaining to contacts, variations and categories are only visible in the plentymarkets back end. Order notes can be visible to customers in the frontend My account area.

Default value: No default value

Permitted import values in CSV file Options in the drop-down list in the back end

0

Not visible

1

Visible

To top