Template Best Practices

Follow these best practices for effective template management.

Naming Conventions

Use clear, descriptive names:

✅ Good:

• "ABC Monthly Price Update"
• "XYZ Catalog 2025"
• "DEF Promotional Items"

❌ Bad:

• "Template 1"
• "Test"
• "abc"

Template Strategy

One Template Per Format

If a supplier sends files in different formats, create separate templates:

• "ABC Standard Format"
• "ABC Extended Format (with stock)"

Keep Templates Updated

Review and update templates when:

• Supplier changes file format
• You discover better mapping strategies
• New fields become available

Documentation

Use the Description field to document:

• When to use this template
• Special considerations
• Date of last update

Example:

Monthly price updates from ABC.
Updated: Jan 2025
Note: Does not include stock levels

Testing Templates

After creating or updating a template:

1. Upload a test file
2. Apply the template
3. Review a few products
4. Verify prices and calculations are correct

Managing Multiple Templates

If you have many templates:

Use Consistent Naming

Start with supplier code:

• "ABC - Monthly Prices"
• "ABC - Stock Levels"
• "XYZ - Catalog"

Archive Unused Templates

Delete templates that are no longer used.

Free Plan Limitation

With only 1 template per supplier on the Free plan:

• Make it your most frequently used format
• Map other formats manually when needed