Creating Column Mapping Templates

Save time on recurring imports by creating column mapping templates.

When to Create a Template

Create a template when:

• You'll import from this supplier regularly
• The supplier's file format is consistent
• You want to ensure consistency across imports

Creating a Template

Method 1: During Import

1. Upload a pricelist file
2. Map columns to fields
3. Click "Save as Template"
4. Enter template name
5. Click Save

Method 2: From Supplier Page

1. Go to Suppliers
2. Click on supplier name
3. Go to "Templates" tab
4. Click "New Template"
5. Upload example file
6. Map columns
7. Save

Template Information

When saving, provide:

Template Name (Required)

A descriptive name.

Example: "ABC Monthly Pricelist", "ABC Promotional Items"

Description (Optional)

Notes about when to use this template.

Example: "Use for monthly price updates, not for special promotions"

What Gets Saved

Templates store:

• Column headers from your file
• Field mappings (e.g., Column "Prijs" → Field "price")
• Calculated field settings
• Skip rules

Templates do NOT store:

• Actual product data
• The uploaded file

Updating Templates

To update an existing template:

1. Upload a new file with the same format
2. Adjust mappings if needed
3. Click "Update Template [Name]"

Or:

1. Go to Supplier → Templates
2. Click "Edit" on the template
3. Update mappings
4. Save

Deleting Templates

1. Go to Supplier → Templates
2. Click "Delete" on template
3. Confirm deletion

Note: This doesn't affect existing pricelists that used this template.