To import data (Customers for instance) from .xlsx format we need to make 3 actions:
Create Data Provider
Create an Import Scenario
Make an Import by Scenario
1: First of all, before we will start do all those steps, we need to have .xlsx file with customers and such fields at least on the first row as a heading row:
After that when we’ve checked Customers.xlsx file, click on the menu button and choose Integration tab.
Afterwards on the Profiles subheading click Data Providers
In the *Name field type the name of the future Data Provider to/from Excel format (Import/Export Customers to Excel) and in the next field - * Provider Type: choose Excel Provider. After that go to Files in the top right corner and upload your Customers.xlsx file to the system:
After you have done, the screen has to be like this:
Go to SCHEMA part and make the following actions as you can see on the image:
On the form toolbar, click Save. See the screenshot of the created scenario.
Menu-> Integration-> Import Scenarios
Fill this stage as shown on the image or with needed fields for you:
To fill Screen Name with the right choice will help this image:
And click Save icon in the top left corner.
After this step we need to make the last one – to make an import by created already scenario:
Menu-> Integration-> Import by Scenario