The attached template can be used to import matrix products into MicroBiz Cloud v2.0.
A matrix product type allows tracking of product inventory by user-defined attributes - such as color and size. This is most commonly applied for products like apparel, shoes, etc. but can be generally applied when the inventory for the product is necessary to be managed by certain defined attributes or "child" SKUs.
To import data into MicroBiz Cloud, download the attached CSV file, enter or cut/paste information from your current system into the spreadsheet and then import as a CSV into MicroBiz Cloud using the file import wizard (see Settings>Imports). If you need additional help, review the article titled Importing Products via CSV File.
Important: Do not modify the template in any way, such as adding/deleting columns, changing the column headings, or changing the format from CSV.
When entering the attributes below, you can use up to three of any combination of attributes (size, color, subsize, attribute 1, attribute 2, attribute 3). For example, for shoes, you can have a matrix product with size, color, width by using the Size, Color, and Subsize attribute fields, Or for flowers, you can have color, varietal, and pot size by using the Color, Attribute 1 and Attribute 2 by using the Color, Attribute 1 and Attribute 2 fields.
The following chart provides more information on the import fields:
| Field | Required? | Default Values | Allowed Values | Max Length | Notes |
| Product Name | Y | ascii DEC 32-126 | 225 | Product name used on receipts and invoices. This should be the same for all SKU variants in the matrix product. Example: 'T-Shirt' | |
| Product Code | Y | [0-9][A-z] | 35 | This is the base SKU for the matrix product. It is important that all product variants of a matrix product have the exact same Product Code - because this is used to group product variants into a matrix product record. Example: '12345' | |
| Color Attribute List | N* | ascii DEC 32-126 | This is the name given to a color list. Example 'Standard Colors' A Matrix product must have at least 1 matrix attribute such as color, size, fit, flavor, etc. If the list name entered does not exist, the record will be rejected or a attribute list will be automatically created depending on the import settings. | ||
| Color Option | N | ascii DEC 32-126 | This is the color attribute or variant. Example: 'Red' | ||
| Size Attribute List | N | ascii DEC 32-126 | This is the name given to a size list label. Example: 'Standard Sizes' | ||
| Size Option | N | ascii DEC 32-126 | This is the size attribute or variant label. Example 'XS' | ||
| SubSize Attribute List | N | ascii DEC 32-126 | Used for matrix items with subsizes. The system will try match a subsize list to a size attribute list already assigned to the product in the database. It will reject the product if no size attribute list exists. | ||
| Subsize Option | N | ascii DEC 32-126 | Used for matrix items with subsizes. | ||
| Attribute List 1 | N | ascii DEC 32-126 | Attribute List 2 matches against the attribute_code field in the database. Note: The import module supports up to three attributes (such as size/color/subsize or size/color/other). If you attempt to create a product with four attributes, it will be rejected. | ||
| Attribute Option 1 | N | ascii DEC 32-126 | Attribute option for attribute list 1 e.g. 'red', 'Small' must match attribute option code - if the option does not exist record will be rejected or option added depending on settings. | ||
| Attribute List 2 | N | ascii DEC 32-126 | Attribute List 1 matches against the attribute_code field in the database | ||
| Attribute Option 2 | N | ascii DEC 32-126 | Attribute Option 2 | ||
| Attribute List 3 | N | ascii DEC 32-126 | Attribute List 3 matches against the attribute_code field in the database | ||
| Attribute Option 3 | N | ascii DEC 32-126 | Attribute Option 3 | ||
| Attribute List 4 | N | ascii DEC 32-126 | Currently inoperable. Do not use. | ||
| Attribute Option 4 | N | ascii DEC 32-126 | Currently inoperable. Do not use | ||
| SKU | Y* | [0-9][A-z] | 50 | This is the unique SKU or ID for the product variant/matrix SKU. This should be the ID that you want used on the barcode label for the product variant/matrix SKU. Numeric values recommended - length of 16 or less recommended. SKU values must be unique. If in Advanced Settings->Product 'Auto Assign SKU' is set to 'yes', this field can be left blank. | |
| Style | N | ascii DEC 32-126 | 100 | This is the style code for all variant SKUs in the matrix product. The style code should be identical for all variant SKUs in the Matrix product. | |
| Vendor Name | ascii DEC 32-126 | 50 | Should be same value for all variant SKUs in the Matrix product. If Vendor does not exist it will be added or the record rejected depending on settings | ||
| Brand | N | ascii DEC 32-126 | 50 | Should be same value for all variant SKUs in the Matrix product. If Brand does not exist it will be added or the record rejected depending on settings | |
| Main Category | N | ascii DEC 32-126 | 50 | First level category. Should be same value for all variant SKUs in the Matrix product. If a Category does not exist it will be added or the record rejected depending on settings | |
| Sub Category | N | ascii DEC 32-126 | 50 | Second level category. Should be same value for all variant SKUs in the Matrix product. If a Category does not exist it will be added or the record rejected depending on settings | |
| Product Class | N | ascii DEC 32-126 | 50 | Third level category. Should be same value for all variant SKUs in the Matrix product. If a Category does not exist it will be added or the record rejected depending on settings | |
| Product SubClass | N | ascii DEC 32-126 | 50 | Fourth level category. Should be same value for all variant SKUs in the Matrix product. If a Category does not exist it will be added or the record rejected depending on settings | |
| Replacement Cost | N | 0.00 | 0-99999999.99 | This is the current 'cost' of the item. You can enter different costs for different matrix SKUs. | |
| Average Cost | N | 0.00 | 0-99999999.99 | If you are creating products and provide a replacement cost but no avg cost, the avg cost will default to the replacement cost | |
| Price | Y | 0-99999999.99 | This is the 'retail price' of the product used on register transactions and customer orders. You can enter different prices for different matrix SKUs. | ||
| MSRP | 0-99999999.99 | Manufacturer suggested retail price. You can enter different prices for different matrix SKUs. | |||
| MAP | 0-99999999.99 | Minimum advertised price. You can enter different prices for different matrix SKUs. | |||
| Special Price | N | 0-99999999.99 | Date-based promotional price with the start date of the import. | ||
| Product Tax Class | N | ascii DEC 32-126 | 150 | Should be same for all SKUs. | |
| UPC | N | [0-9] | 50 | Alternate ID field. Should be different for each matrix SKU. | |
| Alternate SKU | N | [0-9],[A-z],'-' | 100 | Alternate ID field. Should be different for each matrix SKU. | |
| Product ID | N | [0-9],[A-z],'-','\','/' | 100 | Alternate ID field. Should be different for each matrix SKU. | |
| Item Number | N | [0-9] | 50 | Alternate ID field. Should be different for each matrix SKU. | |
| Bin Location | N | ascii DEC 32-126 | Inoperable currently. The value will not be imported. | ||
| Storage Location | N | ascii DEC 32-126 | Inoperable currently. The value will not be imported. | ||
| Reorder Quantity | N | 0-9999999 | Can be same or different for each matrix SKU. | ||
| Reorder Level | N | 0-9999999 | Can be same or different for each matrix SKU. | ||
| Vendor Minimum Quantity | N | 0-9999999 | Should be same for all variant SKUs. | ||
| Vendor Discontinued | N | No | Yes/No | Should be same for all variant SKUs. | |
| Status | N | Active | Active/Archived | Should be same for all variant SKUs. | |
| Allow Fractions | N | No | Yes/No | Should be same for all variant SKUs. | |
| Allow Discounts | N | Yes | Yes/No | Should be same for all variant SKUs. | |
| Allow Returns | N | Yes | Yes/No | Should be same for all SKUs. | |
| Image Path | N | No | path and file name | Allows jpeg, jpg, png files to be uploaded to the product using URL to a server hosting the images. System supports one Image from first matrix SKU line of product will be used. | |
| Special Price Begin Date | N | No | Month-day-year* | Should show special price begin date if Special Price exists *Date format can vary depending on selected date format in Advanced Settings | |
| Special Price End Date | N | No | Month-day-year* | Should show special price end date if Special Price exists *Date format can vary depending on selected date format in Advanced Settings | |
| Product Note | N | No | ascii DEC 32-126 | Is the same for all SKUs. Avoid any special characters and sue only numbers and/or simple characters. |
Common Errors
- Incorrect Flags - when entering flags for fields such as 'Allow Fractions' and 'Allow Discounts' be sure to use 'Yes' and 'No' and not 'Y" and 'N'.