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Data Exchange (Custom Data Imports)

22
Aug

Importing product information and data is easy with Korona’s built-in File Importer.

Importing and Exporting Custom Data Files with Korona.

First, we need to make sure Korona is set up to import CSV or Excel files. Go to the data exchange panel by navigating to Settings > Data Exchange.

Here, we will need to add the type of file you are planning to import. If you are using .CSV files, type “CSV” into the text field and click on the +Add button. You can also follow this process for Excel (.XLS) files, just type “Excel” into the line instead.

You will now be able to import and export CSV and Excel files from Korona.

If you are going to be importing the same fields, either for new products or existing products repeatedly, please feel free to contact support and we can make a format file for you so that you do not have to manually select the mapping each time you import.

Importing Data File into Korona

Click on the Import button on the box for the file type that you want to import. If the import option is not available, you will need to make it available. This is explained in the section above.

You will be presented with a selection drop down popup box. Select “Custom” and click the Select button.

You will be taken to the import screen. Click on the browse buttons on both File and Formatting fields and select the file that you want to import. If you are importing a CSV you will see a third field for Encoding. Leave the Encoding drop down to “automatic” to reduce the possibility of importation errors.

Once you have selected your file, click on the upload button at the top of the screen.

You will be taken to a screen where you can determine how Korona imports the data from your File.

Select the Data category and fields using the drop-down menus and assign them appropriately. You can also have Korona ignore certain fields if needed.

The field assignment options vary, based on whether you are importing a CSV file or an Excel Spreadsheet.

If you are importing an Excel file, you will need to assign the Data type to the content.

If you are importing a CSV, you will need to assign both Data Categories and Data Fields to your Content.

*Note: If your import file has column headers, you will need to tick the Skip First Line check box to ensure that there are no errors with the import.

Running Import and Available Data Category/Fields

On this screen, you will want to choose your Data Category and Data fields. we will cover a few of those data selection in this section. when done click “Run import”  You will see a popup box saying “Loading data.” When it is completed you will see the results of the import. Click on any of the headers to expand the information on what has been imported. There are a few additional things to go over.

If all of the products in the file are new, there’s no need to create/map product numbers, as Korona will auto-generate new numbers at the end of the product file, ensuring no products are overwritten.

Minimal Product Import: To view the minimum requirements of importing products into Korona please visit our Minimum Product Import Manual Page.

Import Prices into Specific Price Group: Before importing prices, especially if you have multiple pricing for your stores or customers you will need to specify which price group these prices are under. You will need to create a new column in your excel/csv file. Its Recommended that you use and name that column Price Group Number. That way it will filter the prices into the designated price group by their assigned number instead of the name.

Note: If you have multiple price groups for your products you will want to do multiple imports for those specific price groups each.

Product

Product Number: Number listed under the item and found at the checkout can be this number. this number is already in correspondence with the product and will update when the product is updated. If the number is not available, the product is displayed using the Created or last known version.

Product Name: Item Name

Product Code: Additional code next to the item number, can be an EAN, a PLU or any other number with that of the items can be found.

Product Code Quantity: Belongs to the product code, and describes the set of a multiple packaging for which there is an EAN. Ex .: Cigarette rod with 10 boxes.

Product Retail Price (Date): Selling price of the product as of Date of import.

Store Price: Your stores selling price (overrides retail price) of the product

Product Code Price: If the bulk item price is not equal to the individual item price this is where that price is located

Product Code Description: Sets the description for the particular product code, such as 12pack, Single, etc.

Price Changeable: Indicates whether a price can be changed if there is no price. This product becomes an “Open” product where the price must be entered by the cashier.

Min Retail Price: If the price can be changed, this value specifies the minimum price.

Max Retail Price: If the price can be changed, this value specifies the maximum price.

Discountable: Is a yes / no field whether this product is manual or by price rules

Product Description: A description text for the item, this can be on the checkout Desired

Receipt text: If this field is imported, this text will appear on the document instead of the product name.

Allergens: Potential allergy triggers

Additives: Artificial flavors or dyes

Manual: How-to guide

Order Text: This will print on your production receipt

Ingredients: List calories, fat, cholesterol etc. per serving.

Nutritional Value: Text field containing

Care Instructions: Any product specific instructions for best care

Recipe: You can list the necessary steps to cook a product.

Certificate: FEC, FDA approval (milk has these a lot of times) or other sign of approval.

Warranty Text: Warranty terms on customer receipt

Information URL: Any URL containing images or information about your product should be entered here

Manufacturer: Information about the device manufacturer or supplier, to display on customer receipt.

Product Purchase Price: This will be the Last Purchase Price, located above supplier line inside of the product “Last PP”

Product Cost: Original price of the product

Product Listed: Use 0 = No, 1 = Yes or you can just input the text no or yes

Product Track Inventory: Use 0 = No, 1 = Yes or you can just input the text no or yes

Product Force Personalization: If you are setting up a gift item you would check this box. Use 0 = No, 1 = Yes or you can just input the text no or yes

Product Base Unit: Type of measurement desired (gal, cu. in.

Product Packaging Quantity: How many products go into a package

RRP: The manufacturer’s suggested retail price or also known as the MSRP.

Deactivated: 0 = No, 1 = Yes or you can just input the text no or yes

Label: Text to be displayed specifically on a label print

Quantity Denomination: How many products are sold per purchase

Supplier Item Number: The number the supplier uses to pull/identify the product

Supplier Package Item Quantity: The number of products you receive in a package from the supplier

Supplier Package Description: Any text information your supplier uses for the product

Supplier Item Price: The amount paid to the supplier for the product, sets the price on the Supplier line inside of the product

Can be discounted: – 0 = No, 1 = Yes or you can just input the text no or yes

Reorder Level:  Minimum stock of a product in a warehouse, if this value is below the value, the product is included in the order proposal. Must be imported together with the organization number (warehouse) as the stock per warehouse applies.

Maximum Stock Level: Maximum stock of an item in a warehouse until the item is filled in an order. Must be imported together with the organization number (warehouse) as the stock per warehouse applies.

Assortments

Assortment Number: Each item is assigned to an assortment Or the name is not specified, the product will be included with the assortment To the number 1.

Assortment Name: As an alternative to the number, the name of the assortment can be changed to

Organizational Unit

Organizational number: Number of an organization, only for the import of branches, there is no product reference.

Organization name: Name of an organization, only for the import of branches, there is no product reference.

 

Inventory Receipt

Inventory Count: This is the total count for your stock level quantity of your products in your inventory. – This should be used only for importing inventory counts.

 

Stock Order

Order Package Quantity: Packaging content at the supplier. 10 for 10 items in a single package

Stock Adjustment

Article Amount: The amount being adjusted in negative or positive

Commodity Group

Commodity Group Number: Independent second item of the product group, this can be at the Use of supplier lists for importing the assignment to Own product group structure. Ex: own Product group 1 = Snacks, supplier category 34 = Snacks; The product group key in the product group configuration is then 34

Commodity Group Key: Reference number to the product import

Commodity Group Name: Name of product group. About the number and the name can be also merchandise categories without products are imported.

 

Info Text

Import of any info text, the info text can be assigned to both products as well as cash or changed manually.

 

Producer

Producer Number: Number assigned to the producer

Producer Name: Name of producer

 

Store Orders

Order Quantity: How many orders your placing through the store order

 

Ticket Definitions

Ticket Definition Number: Number assigned to the ticket

Ticket Definition Name: Ticket Name

Parent Commodity Group

Parents Commodity Group : The parents’ groups of warriors can at a In the hierarchies The line for the product group, the number or the name of the item Superordinate commodity group.

Parent Commodity Group Number: Number of the superior department.

Parent Commodity Group Name: Name of the superior department.

Parent Commodity Group Key:  reference number to product import

Supplier

Supplier number: Number of the supplier (no order number)

Supplier Name: Name of the supplier.

Company Name: Sets the company name of the supplier / if different from the Supplier Name

Contact Person First Name: First name of your supplier representative

Contact Person Last Name: Last name of your supplier representative

Contact Person Telephone Number: Phone number of your supplier representative

Contact Person Email: Email address of your supplier representative

Contact Address 1: First address or primary address of your supplier representative

Contact Address 2: Second part or secondary address of your supplier representative

Contact Zip/Postal Code: Zip Code / Postal Code for your supplier representative

Contact City: City where supplier is located

Contact State: State for where supplier is located

Contact Country: Country for where supplier is located

Price List

Price Group Number: Number of the price list for which an product price is to be imported. If no number or name of a price list is specified, the product is assigned to price list 1. If several price lists are to be imported, a line with the respective price must be inserted for each price list.

Price Group Name: Name of the price list for which an product price is to be imported.

 

Sector

Sector Number: Number for the sector that is to be imported

Sector Name: Name of the sector that is to be imported

 

Alternative Sector

Alternative Sector Number: Number for the alternative sector that is to be imported

Alternative Sector Name: Name of the alternative sector that is to be imported

Tag

Product Tag: Importing any tag the product would be under
*Note: you can only 1 tag at a time, multiple tags would need subsequent imports

 

Customer Information

Number: Customer number of a customer. Customers can be created or searched at the checkout, with the help of customers, documents can be assigned to a customer.

Last Name: Customer Last Name.

First Name: Customer First Name.

E-Mail: Customer E-Mail address.

Address 1: First Address line for the customer.

Address 2: Second Address line for the customer (if available).

Postal code: Customer Zipcode.

City: Customer’s City.

Country: Customer’s Country.

Telephone: Customer’s Telephone number.

Gender: Customer’s Gender.

State: Customer’s State.

Birthday: Customer’s day of birth

Information: Additional information about the customer

Customer Company: Company the customer works for/owns

Accepted Privacy Policy: Any policy the customer has accepted

Permission to contact for marketing: Yes or no to contact for marketing purposes

Customer Group

Group Name: Name of a customer group, with the help of customer groups, price rules can be applied, or evaluations about the turnover of different customer groups can be made. The customer group must be set at the cash desk for each document. Ex .: Customer group “Tutor” receives 20% discount on the standard prices.

Group Number: Number of the Customer Group

Cashier Information

Last name: Here you can transfer cashiers to the system, here the surname. Since the cashier also appears on the receipt, this is often anonymised with a letter.

First name: First name of the cashier

Number: Number of the cashier.

Login: PIN code for registering at checkout, or key number. Use of a waiter’s lock.

Email: Cashier’s Email

Role Number: Role number assigned to the cashier

Deactivated: If the cashier has been deactivated/no longer works for the company

Gender: Gender of the cashier

Password:  Any password set the cashier to use for login

Alias: Any nickname the cashier goes by

Exporting Data File from Korona

To export a file you will need to click on the export button in the file type you wish to create. Once you have clicked on that button. You have the option to select what data you would like to have exported. After you have made your selection on in the drop down menu, click continue. Your browser will then download the file containing the data.