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Product Impact Calculator: Bulk Upload

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Table of Contents

Bulk Upload

Bulk uploading enables you to upload a large quantity of products simultaneously. This saves time, reduces the need for manual individual uploads, and streamlines the data ingestion process. In addition, bulk upload can process files with tens of thousands of purchase orders asynchronously. The import process will continue in the background, even if you navigate away from or exit the page.

All bulk upload field definitions are listed below and can be found by selecting Import followed by Data checklist. 

You can also access detailed field descriptions of available bulk upload fields and their constraints by hovering over the column headers.

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Bulk upload fields:

Product Name (Required) Name of your product. If a new product, the name must be unique. If uploading POs for an existing product, the name must match exactly what's on the platform.
Product Category (Required) This is a required field.
Material 1, Material 2, Material 3, Material 4

Enter a default PIC material or MSI custom material by "Material Name", or "Material ID".
Composition 1, Composition 2, Composition 3, Composition 4 Enter a number between 1-100 when the "Material" field is populated. All composition columns must add up to 100%.
Net Use 1, Net Use 2, Net Use 3, Net Use 4 Enter a number between 1-100. Default "Net Use" value is 75%.
Component 1, Component 2, Component 3, Component 4 Enter a default PIC component or MSI custom component using "Component Name", or "Component ID".
Component Units 1, Component Units 2, Component Units 3, Component Units 4 Enter 1 or more units per product, when the "Component" field is populated.
Packaging 1, Packaging 2, Packaging 3, Packaging 4 Enter a default PIC packaging or MSI custom packaging using "Packaging Name", or "Packaging ID".
Units 1, Units 2, Units 3, Units 4 Enter 1 or more units per product when the "Packaging" field is populated.
Size Select “Adult” or “Children/Youth” for _Apparel Products_, “Short”, “Normal”, or "Long" for _Sleeping Bags_, "Liters" for _Backpacks_, and “Persons” for _Tents_.
Final Assembly Worldly Id "When you provide a "Worldly ID", leave the "Final Assembly" column blank. Note that "Facility Name" will be displayed rather than Worldly ID, once your data has been imported."
Final Assembly

Facility Name should match the account name on the platform.
PO Quantity Enter 1 or more.
PO Date

Enter in YYYY-MM-DD format.
PO Number  
Weight  
Unit of Measure Required when "Weight" field is populated.
Tags

Enter multiple tags as a comma separated list.
Identifier Type

Required when "Identifier ID" field is populated.

Identifier ID

  
New Product (Required)

Required field. New product or PO for existing product? Select Yes or No. To upload multiple PO's for a single product, please first create the product in your Product Library. Be sure the Product Name in your bulk upload file matches the name in your Product Library.

 

You can begin uploading multiple products or materials to the Product Impact Calculator by preparing your file with some of the available fields as listed above. Although this is a comprehensive list of fields, bulk uploading only requires a minimum of three to four fields depending on whether you’re uploading products or materials.


Add Multiple Products

The following fields are required for bulk uploading products: 

  1. Product Name
  2. Product Category
  3. Purchase Order Quantity

TIP:

Step 6 requires you to answer Yes or No to whether the product is a New Product. You can skip this step by adding a column to your file named New Product. Fill out Yes or No for each product before uploading.

  1. Begin by selecting Import from either the Dashboard or Product Library page.


  2. In the Bulk Upload screen, you can either drag and drop or upload a file. You can also manually enter in data.


  3. You can upload the following file formats: CSV, Excel, or JSON. We recommend CSV as a best practice.
  4. On the next screen, confirm the field mapping is correct.
    1. For example, the Incoming Fields from your file match the Destination Fields suggested in the platform.
    2. If a field is missing or incorrect, select the dropdown arrow to select the desired field.
    3. Preview the data for the category on the right side of the window. Hovering over different rows updates the preview window.
    4. Select Continue.

  5. Next, confirm the value mapping is correct.
    1. For example, the Incoming Values from your file match the Destination Values suggested in the platform.
    2. If a value is missing or incorrect, select the dropdown arrow to select the desired value.
    3. The right side of the window contains the data preview for the category.
    4. Select Continue.

  6. If you are uploading new products, you will need to change the value in the New Product column from No to Yes.
    • Click on the three dots next to the New Product header.
    • Select Find and Replace.
    • Enter No under Search for text.
    • Select Yes under Replace with…
    • If you followed the TIP at the beginning of this section, your New Product column will already be populated with Yes for each product.

  7. If there are any validation errors, click on the Invalid button to correct the errors.
    1. Any validation errors are highlighted in red. 
    2. Hover over the red cell to understand what the error is. 
    3. Click on the red cell to resolve the validation error.


  8. Click Submit Data to finish uploading.


Add Multiple Materials

The following fields are required for bulk uploading materials: 

  1. Product Name
  2. Product Category
  3. Material*
    • NOTE: If there is a value in one of the four Material* columns, the composition % is required, and all composition columns must add up to exactly 100%.
  4. Purchase Order Quantity

TIP:

Step 6 requires you to answer Yes or No to whether the product is a New Product. You can skip this step by adding a column to your file named New Product. Fill out Yes or No for each product before uploading.

  1. Begin by selecting Import from either the Dashboard or Product Library page.


  2. In the Bulk Upload screen, you can either drag and drop or upload a file to get started. You can also manually enter in data.


  3. You can upload the following file formats: CSV, Excel, or JSON. We recommend CSV as a best practice.
  4. Similar to bulk uploading products, confirm the field mapping is correct.
    1. For example, the Incoming Fields from your file match the Destination Fields suggested in the platform.
    2. If a field is missing or incorrect, select the dropdown arrow to select the desired field.
    3. Preview the data for the category on the right side of the window. Hovering over different rows updates the preview window.
    4. Select Continue.
  1. Next, map the Incoming Values to Destination Values. If your data looks similar to the data in the gif below, you can leverage the platform to reformat messy materials data (Material, Composition, and Net Use) into separate columns.
    1. Skip over the Material 1 fields. 
    2. Keep scrolling to the bottom of the window. Review the Product Category section as well. If a value is missing or incorrect, select the dropdown arrow to select the desired value.
    3. The right side of the window contains the data preview for the category.
    4. Select Continue.

  2. If you are uploading new products, you will need to change the value in the New Product column from No to Yes. On subsequent uploads, this column defaulting to No enables a smooth upload for future purchase orders. 
    1. Click on the three dots next to the New Product header.
    2. Select Find and Replace.
    3. Enter No under Search for text.
    4. Select Yes under Replace with…
    5. If you followed the TIP at the beginning of this section, your New Product column will already be populated with Yes for each product.

  3. On the Bulk Upload table, there may be validation errors. The next step is to resolve these by mapping them to materials in the Product Impact Calculator.


  4. Download the table after the materials and composition percentage values have been extracted into separate columns.

  5. Click the first checkmark box to select all. Next, select the trash can icon to delete all existing rows.


  6. Next, without altering anything, upload the file again to leverage the AI for faster mapping and transformation of the materials. You’ll be brought back to the first Map Fields window. Click Continue.


  7. Next, scan through the list and determine if the Incoming Values match the Destination Values. Use the dropdown menu to select the appropriate value.

    NOTE:

    You can leave the Incoming Values “Cells with no data” blank. 
  8. If there are any validation errors, click on the Invalid button to correct the errors.
    1. Any validation errors are highlighted in red. 
    2. Hover over the red cell to understand what the error is. 
    3. Click on the red cell to resolve the validation error.

  9. Once you have 0 Invalid entries, click Submit Data to finish uploading.


Bulk Uploading FAQs

Q: How do I upload multiple purchase orders of the same product?

A: Our recommended best practice is to first upload a unique list of products without any purchase orders, and then upload the multiple purchase orders in a second file. In other words, a product must first be created in the tool in order to attach multiple purchase orders to it. 

 

Q: I accidentally uploaded a file with unnecessary columns. How do I delete the column from the Bulk Upload table?

A: In the Product Impact Calculator, you don’t need to delete columns. On the Field Mapping page, leaving the field empty will omit the column from being uploaded.

Q: Where can I view all Jobs?

A: You can view all Jobs under the truck icon. 

 

Q: Where can I view definitions for Bulk Upload fields?

A: Select Getting Started in the upper left corner of the Bulk Upload screen to view all definitions as well as tips and tricks for getting started with the PIC.

 

 

 

 

Q: After I uploaded my file, I no longer see some columns in my file. What happened and how can I get those hidden columns back?

A: Non-required empty columns are hidden by default after file upload, which means that you will only see columns that have data. You will still be able to see empty columns that are required. You can still access the hidden columns by clicking on the columns icon in the upper right hand corner above the table. 

 

 

 

 

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