Excel import

Monitor the results of Excel import transfers, rule violations at row and cell level; manage table, column, and rule definitions.

Excel import screen is where you monitor the results of bulk data imports (transfers) to PIM using Excel definitions. You see how many rows each transfer brought, how many rows violated rules, how many cells changed; you can enter a transfer and examine it row by row, cell by cell. In the same screen's Definitions section, you manage which tables the import writes to, the columns in the tables, and which rules each column passes. This screen is mostly used by catalog and operations teams who want to answer the question "Why was the last import faulty?"

Accessing the screen

Follow the menu path PIM & Catalog › Operation › Excel import. If you do not see it in the menu, your account does not have permission for this screen.

The screen consists of four pages:

If the Excel import module is not enabled in your setup, every page shows the message "Excel import is not enabled in this setup." This is not an error; retrying will not change the result. When the module is enabled, transfers and definitions appear here.

Transfer list

Screen sections

• Title: Excel import and the description "Executed imports, row counts, and rule violations."
• Filter area: search box and additional filters opened by Detailed filters; below are Clear and Filter buttons.
• List: transfers. Above the list are Per page selection, result count ("Filter result: N records"), Definitions button, refresh button, and Columns menu.

Filtering and searching

Filters are applied only when the Filter button (or Enter in a field) is pressed; if there are unapplied changes, Filter is highlighted. Clear resets all filters and refreshes the list immediately. For details on filter behavior, see Using list screens.

List

• Zero values in numeric columns are shown as —; colored badges appear only when there is a value.
• Page size can be 25, 50, or 100; default is 25. Sorting by clicking column headers is not supported.
• You can hide or show columns from the Columns menu; your selection is saved in your browser.
• Clicking a row or selecting Open detail from the row's three-dot menu opens the transfer detail.

Statuses

Transfer detail

Shows the data brought by a transfer table by table, row by row.

Screen sections

• Title: Transfer detail; on the right the transfer number (#…) and status badge.
• Back to transfers: returns to the previous page.
• Summary row: transfer type, start date, and duration (or Not finished).
• Summary cards: Rows (with valid ratio below), Invalid rows, Bug, Alerts, Changed. Cards for invalid rows and bugs appear in warning color if counts are greater than zero.
• Tables: if the transfer wrote to multiple tables, table names appear as tabs; each tab shows the number of columns. Clicking a tab switches to that table and the selection is saved in the page URL; sharing the link opens the same table. If only one table, no tabs appear.
• Filter area and data table.

If the transfer summary cannot be found, a warning "Summary for this transfer not found…" appears and summary cards are hidden; the data table still works.

Filtering and searching

Result count is shown above the list as "Filter result: N rows."

Data table

Cell indicators:

• Green background: cell was written or changed in this transfer.
• Red icon: cell has an error-level rule violation.
• Yellow icon: cell has a warning-level rule violation.
• Empty: cell is empty.

Long values are truncated; hovering shows full value and any rule violation messages.

Row detail

Click a row or select Open row from the three-dot menu. The Row N window opens; below the title it shows counts of error, warning, and changed cells. All cells of the row are listed vertically, which is easiest for wide tables.

Cell history

Data is versioned; every written state of the same cell in each transfer is saved. The Cell history window ("Column — cell history") lists all versions of that cell in this row up to this transfer:

If no other versions exist, it says "No other saved versions of this cell."

Tip: To find when and in which transfer a value was corrupted, look for rows with Changed badges in the cell history.

Import definitions

Opened via the Definitions button in the transfer list. "Tables written by transfer types and column rules" are defined here. These are setup settings; changes affect subsequent imports.

Table list

Clicking a row or selecting Open detail from the three-dot menu opens the column definitions for the table. Back to transfers returns to the previous page.

Column definitions

Title shows Column definitions, below the table name and Back to tables button.

Clicking a row opens the rule window for the column. The three-dot menu at the row end has Edit column and Rules options.

Operations

Adding a new column

1. On the column definitions page, click the New column button above the list.
2. Enter the name in the Column field. If the name matches (case-insensitive) an existing column currently visible in the list, a warning "A column with the same name already exists in this table." appears. The check only looks at columns visible on the screen; if the table has many columns or the list is filtered, first search by name in the Column / rule field to ensure no duplicate.
3. Select the Data type: string, int, double, or bool. Default is string.
4. Click Save. The button is disabled if the name is empty or duplicated. Cancel closes without saving.

Result: a Column added notification appears and the list refreshes. If saving fails, a Something went wrong notification with error details appears and the window remains open. Columns cannot be deleted from this screen.

Editing a column

1. From the row's three-dot menu, select Edit column.
2. Change the name or data type and click Save. A Column updated notification appears and the list refreshes.

Attention: "Determines from which field the cell value is read; changing it later also changes the reading of old rows." Consider the impact before changing the data type while the column is in use.

Adding rules and editing parameters

A column's rules determine which validations each imported cell undergoes. Violations appear as errors or warnings in the transfer detail. Columns without rules pass values as imported.

1. Click the column row or a badge in the Rules column (or select Rules from the three-dot menu). The "Column — rules" window opens.
2. Select a rule from the Add rule list (Pick a rule). Only rules not yet added to the column appear; if a rule has a description, it appears next to the name.
3. Click Add. A Rule added notification appears; the rule is created with default parameters and listed in its own card (rule name and # number).
4. In the rule card's Parameter / Value table, change values. A save icon (Save) appears on the changed row; click it or press Enter. A Parameter saved notification appears.

Unsaved parameter changes are lost if the window closes. If a rule has no parameters, it says "This rule has no parameters." Rules cannot be removed from this screen.

Common situations

• I opened the transfer but the table is empty. By default, the Only changed in this transfer filter is Yes. If the transfer changed no cells, the list is empty; set the filter to No and click Filter.
• How do I find which rows are faulty? In transfer detail, set the Only rule violations filter to Yes. The red and yellow numbers in the row column show violation counts per row; opening a row shows each cell's violation messages.
• Status shows "Empty". Transfer finished but no rows were read. Check the source file and transfer type.
• Status has been "Running" for a long time. The transfer's end time is not yet recorded. Refresh the list; if unchanged, notify your system administrator.
• "Excel import is not enabled in this setup" message appears. The module is not active in your setup; no actions can be performed here.
• I cannot save a new column. The name is empty or duplicates an existing visible column.
• "Something went wrong" message appears. The list or transfer summary failed to load. Click Retry; if it persists, report to your system administrator with the text in the Technical detail section.

Related screens

• Bulk product upload
• File import
• Operations
• Using list screens