Overview
Ensuring smooth transaction posting and product syncing requires SKUs to point to the correct QuickBooks Items. Manually matching items via a CSV file is an effective way to bulk-match the SKUs that do not match their respective QuickBooks items via product settings.
Follow the below-mentioned steps to prepare a .csv file to bulk import product mappings in Webgility Online
Step 1:
Identify the total number of items that do not match based on the product matching criteria setup:
1. Go to Products, click on Product Catalog, and select the Refresh Data icon at the top right to update the Product Catalog Report with the latest items from both the Sales Channel and QuickBooks Online. Wait for for the Success message.
2. After generating the latest report, in the Missing in QuickBooks tab. In this tab, you will find a list of products that do not match the QuickBooks Item Name/SKU according to the matching criteria specified in the Product Settings.
Step 2
How to export the missing items list and mapping template:
1. Export an Excel spreadsheet file containing non-matching products by clicking on the Export Product option from the top-right, and opening the corresponding file in Microsoft Excel or a similar program. You will receive a popup notification upon successful export.
2. This Excel file contains the list of Sales Channel products that do not match with products of QuickBooks Online.
3. Now, export the template manually matched products, go to the Manual Matched tab, and select the Export option. You will need to have at least one manually matched item here. Refer to this guide: Manual Product Matching and Updating Previously Matched Items in Webgility Online.
The below image is an example of the Template file.
Step 3
How to match items in CSV file
Copy SKUs and Sales Channel item names from the sales channel Items List spreadsheet. Paste them in the manual-matching-template CSV as per the steps below:
1. Update the sales channel SKU under the "Sales Channel SKU" & "ReplacementItemName" columns.
2. The sales channel item name under the "Sales Channel ItemName" column.
3. Update QuickBooks item name under the "QBItemName" column, including sales channel profile name, status ("Valid" always), and ItemType (as in QuickBooks).
4. Save the CSV after updates.
Step 4
Import the CSV file
1. Now navigate back to Products and the Product Catalog section, go to the Manual Matched tab, click on the Import option, and then it will ask you to browse the Excel file in CSV format so browse it from the required location and click on Next.
3. As soon as you click on the Import button it will start performing some backend processes.
4. After importing, a success message will display along with the number of records imported, items successfully mapped, and any error-faced mappings. Click "Done" to finish.
5. Now you can refresh the page of the web browser and verify the newly matched items by again navigating to the Manual Matched tab.
If you try the steps above and need further assistance contact Webgility Support for help.