Enable buyers to import a Shopping Cart

For buyers who know exactly what they want and are familiar with your product (sku) codes it is possible to allow them to import a list of products into their shopping cart with the use of csv files. Once configured the buyer can upload csv files that can be imported into the shopping cart. The csv needs to contain two columns: ProductCode and Quanity. Once a csv file has been uploaded the buyer can process the uploaded files. This will collect all related web products for which the buyer has a price in their pricebook. After processing two tables will be displayed. One containing all product codes which cannot be found or the buyer has no price for. The other table will contain all matched products including their price and additional configured in the import table configuration.  

How to configure

There are two key aspects of configuring this feature.

1. Configure the web product field which contains the unique product (sku) code. 
2. Configure import table columns
3. Embed the import user interface into the shopping experience.

Configure unique product (sku) code field

When importing a csv file OrderCentral needs to know to which web product field needs to be used to identify which products are in the import sheet.

1. When logged into Salesforce go to OrderCentral Settings
2. Select the Import Settings tab
3. Select the unique product code field
   1. Be aware the field should be configured as unique. 
   2. You can mark a field as unique by going to Setup -> Object Manager -> Web Product -> Fields & Relationships and edit the specific field. Check the Unique checkbox.
4. Save configuration

Configure import table columns

To control the product details displayed to the buyer before adding them to the cart you can select In order for the buyer to recognize which products are going to be added to the cart you can select a custom table configuration. 

1. On the Import Settings tab in the OrderCentral settings select the product table to be used
   1. If you did not add a custom product table you can find how that is done here.
2. Save configuration

Embed the import user interface into the shopping experience.

1. Open the builder for the experience site in which the shop resides
2. Go to the page, or create one, on which the buyer should be able to upload the import files
3. Open the component selector and search for the Shopping Cart Import component
4. Drag the component on the screen
5. Publish the site