CSV Upload - Apply UPC Filter (Global Pricebook)

CSV Upload - Apply UPC Filter (Global Pricebook)

CSV Upload with "Apply UPC Filter" Overview

CSV Upload allows you to upload a CSV file containing a list of UPCs. The system will automatically compare (match) each UPC from your file with the Global Pricebook database.

If a match is found, the corresponding global product will be displayed for easy review and cloning.

This method helps you quickly filter and list multiple products in bulk, without manually searching for each item. Once cloned into your store’s pricebook, product details can be further customized as needed.

NotesNote: Only upload UPCs from the selected industry (e.g., liquor), as the Global Pricebook will ignore products outside that industry.

Notes
To learn how to navigate to the Global Pricebook, click here. 

1. Applying UPC Filter

This is another global product filtering method that simplifies bulk product listing by matching the UPCs in your CSV upload with products in the Global Pricebook. It ensures only valid UPCs are displayed, helping you narrow results quickly, improve accuracy, and avoid selection errors.

On the Global Pricebook page, click on the Apply UPC Filter button as highlighted in Figure 1.1 below.

                                             Figure 1.1 

  1. Click on the Apply UPC Filter icon to open the filter dialog. 

                                                                                    Figure 1.2   
Action Buttons:
  1. Download Sample CSV: This lets you know how to create a CSV file for the bulk upload; this is explained in detail under heading 2. Downloading a Sample CSV.
  2. Choose Files: This option lets you choose the CSV file that you have created and saved as per the sample CSV.
  3. Apply Filter: Click this button to apply the filters stored in the CSV file.
  4. Close: Use this button to close the Apply UPC Filter dialog box and navigate back to the previous screen.  

2. Downloading a Sample CSV

To select and download global products using the Apply UPC Filter.
  1. Click "Download Sample CSV" to get the template.
  2. Use this format to create your own Global Products CSV, then save it to your local system. Refer to section 3. Creating a Global Product CSV and Figure 3.1 below for reference.
  • NotesImportant: Any UPCs not found in the Global Database are automatically excluded from the listing.

3. Creating a Global Product CSV 

Follow the CSV format of the sample CSV. 
Notes
Quick Tip: Format the UPC column as text in your CSV to avoid issues like missing leading zeros. 
  1. Enter the UPCs of the products you want to use for the download process and save the file locally.  


  •                                  Figure 3.1

    4. Uploading Global Product CSV 

  1. Upload the saved file using the “Choose File” option. 
 
                                                                 Figure 4.1
  1. The filtered items will be displayed as highlighted in Figure 4.2. 

                                                                                                                           Figure 4.2

NotesQuick Tip: While uploading a CSV with many UPCs, you can expand the product list to display up to 2,000 on a single page. 

                                                                   Figure 4.3
  1. You can select products individually using Ctrl + Click or Shift + Click and choose items from the current page or across all pages.  
  2. Check either all or the desired items and click on the “Clone Current Page” button. 

  • 5. Cloning Current Page

After selecting products through manual search, click on the “Clone Current Page” button to proceed to the Global Product Download Options screen, as shown in Figure 5.1. 

This is where you’ll define how new and existing products should be handled before starting the download. 


                                                                                                                 Figure 5.1


5.1. Managing Existing Products 

  1. Choose “Skip” or “Update Fields.”

    •  
                                                               Figure 5.1.1

    1. Choosing “Skip” will discard the existing products.
    2. If you choose “Update Fields,” select the desired fields in the Fields to Update section. 

    •  
                                              Figure 5.1.2        

Moreover, you can choose how product images sync to FTx Commerce: 
  1. Reference from Global DB: Links to the original image, avoids duplicates, and auto-updates from source. 
  2. Clone from Global DB: Copies images into your system, allowing edits and independence from the source. 

5.2. Adding New Products 

Use the "Fields to Pull" section to select which product’s attributes to clone. All fields are selected by default, but you can uncheck any you don’t need or plan to define later. 

                                                  

                                                            Figure 5.2.1 

Notes
You can choose how images sync to FTx Commerce, just like with existing products.

6. Completing the Product Download 

Clicking on the “Start Download” button (see Figure 6.1) launches the Global Product Download Wizard, where you begin the product mapping process by assigning key attributes such as Manufacturer/Brand, Category, and Department for the selected products. 

Info

While downloading desired products, you can map your own account-level fields to the attributes in the Global Pricebook. This gives you flexibility to keep your internal data structure aligned with the system.

  1. Manufacturer and Brand Name – If your account lists JW, and the Global Pricebook has Johnny Walker, you can choose to map it to your attribute.

  2. Category – If your account categorizes as Liquor > Whiskey while the Global Pricebook defines it as Whiskey > Scotch Whiskey, you can select your attribute structure.

  3. Department – If your account specifies Alcohol while the Global Pricebook uses Liquor, you can map it to your own attribute.

       

                                                            Figure 6.1 

Step 1: Select Manufacturer/Brand 

A step-by-step mapping screen appears, guiding you through the setup. 
  1. Accept Rows: Toggle to “Yes” to confirm the suggested Manufacturer/Brand mapping. 
  2. Select Manufacturer/Brand: Manually pick a Manufacturer/Brand through Select Manufacturer/Brand if one isn't auto-selected. 
  3. Accept Next: Confirms the current mapping and moves to the next step. 
  4. Next: Skips the current mapping without accepting. 
  5. Previous: Goes back to the previous step. 

Step 2: Select Category 

  1. Repeat the same steps used in the Manufacturer / Brand selection to assign a product category.

Step 3: Select Department 

  1. Apply the same selection method to assign a department as done for manufacturer/brand and category.

Step 4: Finalizing the Import 

  1. When all three steps are completed, click on “Apply Changes.”  
    Figure 6.2                                                                          
     
  2. A confirmation dialog appears. Click on “Yes, Proceed.”  
                                                 Figure 6.3

  3. A success message will confirm the import. Click on “OK.” 

  •  
                                        Figure 6.4 

7. Post-Import Access 

  1. Your cloned products are now added to your inventory.
  2. To view them, navigate to: Point-of-Sale → Pricebook → Products → Product List.
  3. You can search for the new products using their UPC or name.
  4. Once listed, you may edit or update their details as needed. 
Notes
The global products can be filtered and cloned in 3 other ways as well: 
1) Manual Search (KB article link)
2) Filtration (KB article link)
3) Categories/Subcategories Search (KB article link)
Notes
To know how to Add New Global Products using the Global Product UPC, read here.

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