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YoRent Documentation

Last Update 4 months ago

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Import / Export Module of YoRent | How it works?

YoRent Support

Last Update 4 months ago

The purpose of this document is to enlist all the features of the import/export module in the Yo! Rent platform. It allows users to easily import or export data, such as products, customer information, catalogs, etc. By using a module for bulk data handling, users can save time and reduce manual data entry errors. Instead of inputting information one by one, they can upload or download entire datasets at once.

Scope

The document focuses on the core functionalities of the module, which majorly include:

  • Export data from the platform. This includes the various types of data that can be exported from the platform

  • Import data to the platform: This includes the various sets of data types that can be imported to the platform

  • Procedure and settings for this module


Features

  1. Admin and seller both have the option to both export and import the data

  2. The data to be imported /exported has been classified into different types. For example: Brands, categories, Seller products, Countries, etc

  3. The admin has the option to add media to the server ( add images, video, etc)

  4. The seller can upload bulk media

  5. A complete set of import-export instructions is present for both admin and seller, completely manageable by the admin



Business Process Overview

  1. Buyer:

    1. Interacts with the platform and will be able to view the various products

    2. The buyer, along with the products, can also view shops, seller inventories, product images, brand categories, etc

    3. These details can be added by the seller/admin. In general, this is added as bulk data, and import functionality is used by the seller/admin


  1. Seller :

    1. The seller imports the bulk data and the bulk media

    2. Once the data is added, it is reflected in the inventory

    3. The seller imports the data under different sections that have been created. For eg, the sale product section, rental product section, etc

    4. The seller can also export the data based on different sections ( categories, brands, products, countries, etc)

  2. Admin:

    1. Manages the overall Import-Export module

    2. Can modify the import/ export instruction for both admin and seller

    3. Can import/export data as per the different sections.

    4. Can modify the identifier settings and general settings.

Functionalities
  1. Import functionality

    1. Admin

      1. After logging in, the admin goes to the import-export section

      2. On opening that, the admin will be able to see the following option :

        • Instructions

        • Export

        • Import

        • Add media to the severe

        • Settings

      3. The admin will click on the import option

      4. On clicking the import option, the admin views the different sections in which the data is to be imported, which are as follows:

        • My Products

        • Seller Inventories

        • Brands

        • Option Values

        • States

        • Custom fields

        • Seller products

        • Categories

        • Options

        • Countries

        • Language labels

      5. On selecting any of these above-mentioned sections, three tabs will be displayed to the admin :

        • Instructions tab: Under this tab, all the import instructions are mentioned ( the admin can manage these import instructions content from CMS module >> Import instructions tab)

        • Content Tab: Under the content ta,b the admin will have the following options :

          1. Select language

          2. Upload file :

            1. The admin uploads the CSV format of the data that needs to be imported. Once the correct CSV format is uploaded, the data gets imported successfully, and a success message is flashed

            2. The file uploaded should have a particular acceptable format and be case-sensitive. Any irregularities will lead to errors in file uploading.

        • Media tab: Under the media tab, there are two options :

          1. Upload file language selection

          2. Upload CSV file: In this CSV, the admin needs to fill in the following parameters related to the media that is to be imported for a particular section, which is mentioned as follows:

            1. Identifier

            2. Language code

            3. File type

            4. File path

            5. File name

            6. Display order

          3. The file gets uploaded, and the media is imported into the portal

    2. Seller

      1. The seller can navigate to the import/export section present on the seller dashboard.

      2. On clicking the import/export tab, the seller can view the following options :

        • Instructions

        • Export

        • Import

        • Settings

        • Inventory Update

        • Upload bulk media

      3. On clicking the import option, the seller will view the following sections for which the seller can import the bulk data, which are mentioned as follows:

        • My Products

        • Seller Inventories

        • Rental services (add-on rental products)

      4. The seller will only be able to import the data corresponding to these sections.

      5. On selecting any of the above options, the following three tabs will be displayed to the seller :

        • Instructions: Under this tab, all the import instructions are mentioned ( the admin can manage these import instructions content from CMS module >> Import instructions tab)

        • Content: Under the content tab the seller will have the following options:

          1. Language selection

          2. Select data: The seller needs to select the type of data that is to be imported. For example, Product catalog, product specifications, etc.

          3. Upload file: The admin uploads the CSV format of the data that needs to be imported. Once the correct CSV format is uploaded, the data gets imported successfully, and a success message is flashed

        • Media: Under the media tab, there are two options :

          1. Upload file language selection

          2. Upload CSV file: In this CSV, the admin needs to fill in the following parameters related to the media that is to be imported for a particular section, which is mentioned as follows:

            1. Identifier

            2. Language code

            3. File type

            4. File path

            5. File name

            6. Display order

          3. The file gets uploaded and the media is imported into the portal

  2. Export Functionality

    1. Admin :

      1. After logging in, the admin goes to the import-export section

      2. On opening that, the admin will be able to see the following option :

        • Instructions

        • Export

        • Import

        • Add media to the severe

        • Settings

      3. The admin will click on the Export option

      4. On clicking the export option , the admin views the different sections of which the data is to be exported, which are as follows:

        • Categories

        • Seller products

        • Brands

        • Option values

        • States

        • Custom fields

        • Language labels

        • My products

        • Seller Inventories

        • Options

        • Countries

        • Tax code

        • Users

      5. On clicking any of these options, the admin gets the option to export the data corresponding to that section by clicking the “Submit” button

      6. The CSV file gets downloaded from the data type that was to be exported

    2. Seller :

      1. The seller can navigate to the import/export section present on the seller dashboard.

      2. On clicking the import/export tab, the seller can view the following options :

        • Instructions

        • Export

        • Import

        • Settings

        • Inventory Update

        • Upload bulk media

      3. On clicking the export option, the seller will view the following sections for which the seller can export the bulk data, which are mentioned as follows:

        • Categories

        • Marketplace products

        • My Products

        • Seller Inventories

        • Brands

        • Options

        • Option Values

        • Countries

        • States

        • Tax categories

        • Custom Fields

        • Rental services (rental products)

      4. On clicking any of these options, the seller gets the option to export the data corresponding to that section by clicking the “Submit” button

      5. The CSV file gets downloaded of the data type that was to be exported.


  1. Add Media

    1. Admin

      1. The admin has the option to add media to the server. For this, the admin navigates to the Import/export section

      2. On clicking “Add media to server”, the admin is able to view the Upload file option wherein the bulk media file can be added to the server

      3. The admin can add the CSV file wherein the following parameters in the file should be duly filled :

        • Identifier

        • File path

        • File name

        • Display order

** Note: Any type of image/media can only be imported into the system if the file is located at a public URL. For example, the file should be hosted either on a server that is accessible publically or on online tools such as Dropbox/Google Drive, etc. Please note that images saved on devices and desktops cannot be imported through the CSV.

  1. Seller

    1. The seller has the option of uploading bulk media

    2. The seller can do this by navigating to the “import-export” section and clicking on the “Upload bulk media” tab

    3. Then, the seller can use the “upload file” option to upload the bulk media in CSV

    4. After successful uploading the media gets added


  1. Inventory Update

    1. Seller :

      1. Seller will navigate to the “Import/Export” tab under the seller dashboard

      2. From there, the seller would navigate to the “Inventory Update” tab

      3. On clicking, the seller will be able to see the following options :

        • For Sale Inventory

          1. Upload CSV file: On clicking this, the seller needs to upload the revised CSV file in which some changes have been made to the inventory. The various parameters of the file include :

            1. Seller Product ID

            2. SKU

            3. Product

            4. Price

            5. Stock/quantity

          2. Export CSV file: Through this, the CSV file of the existing inventory with the above-mentioned fields gets extracted

          3. Product inventory update instructions


  • For Rental Inventory

    1. Upload CSV file: On clicking this, the seller needs to upload the revised CSV file in which some changes have been made to the inventory. The various parameters of the file include :

      1. Seller Product ID

      2. SKU

      3. Product

      4. Rental Price

      5. Rental Security

      6. Stock/quantity

      7. Rental buffer days

    2. Export CSV file: Through this, the CSV file of the existing inventory with the above-mentioned fields gets extracted

    3. Product inventory update instructions

  1. Error Log Sheet

    1. Seller/Admin :

      1. When the seller/ admin imports any CSV file that contains errors, then an error log file is created and can be downloaded by the seller/admin

      2. The error log sheet contains the following fields:

        • Error Row

        • Error Column

        • Description of the error

      3. The seller/admin can download the sheet to rectify the error and import the rectified sheet in CSV for a successful import.


  1. Bulk Media Upload

    1. Seller

      1. The seller can add the bulk media

      2. For this, the seller navigates to the “Import/export” section in the seller dashboard.

      3. The seller further clicks on the “Upload Bulk media”

      4. This opens the page where the seller needs to upload a zip file of the media items that the seller needs to upload.

      5. As soon as the file is uploaded successfully, it appears in the “Uploaded media Directory list”

      6. There, the seller has two options :

        • Delete: This deletes the uploaded file

        • Download: Through this, the seller would be able to download the file, which contains the following :

          1. File Path :

          2. File name

      7. The seller then goes to the “import” section and selects the media

      8. The seller, after filling in the following parameters:

        • Identifier

        • File path (same file path as discussed in the previous section )

        • File name (same file path as discussed in the previous section)

        • Display order

        • Language code

      9. After this, the CSV file gets successfully uploaded, and the bulk media gets uploaded

    2. Admin

      1. The admin can also add/delete the bulk media file to the server from the “Add media to server” option under the import/export module 

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