This guide explains how to efficiently import multiple lookups in bulk using an Excel or CSV file, ensuring that lookup keys and product UIDs are correctly matched.
Prepare Your Excel or CSV File
Create an Excel/CSV File:
The file should contain two columns:
Column A: lookup key.
Column B: product UID (the unique identifier for the product).
Label the First Row:
The first row of the file should contain the headers:
lookup key in column A.
product UID in column B.
These headers must be spelled exactly as shown, though capitalization doesn’t matter (case-insensitive).
Important: Ensure that the lookup keys and product UIDs are correctly spelled for a successful import.
Import the File in GelatoConnect
Go to Customers:
Navigate to the Customers section in GelatoConnect.
Select the customer from the list.
Scroll to Lookups:
Once in the customer profile, scroll down to the Lookups section.
Click on Add Lookup to begin the import process.
Import Lookups in Bulk:
When adding a lookup, you have the option to input them one by one, but in this case, you will use the bulk import option.
Click on Import.
Select Your File:
Choose the prepared Excel or CSV file from your computer containing the lookup keys and product UIDs.
Open the file to initiate the import.
Completion of Import
Verify Completion:
Once the import is complete, the system will display a message indicating that the import was successful.
You will see all the different lookup keys matched with the respective product UIDs from your file.
Customer Support
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