Importing a Merchandise Plan

See the steps below to import a Merchandise Plan created outside of the platform into Toolio

Updated over a week ago

There might be cases where you want to import a plan you have created outside of Toolio. `Import a Merchandise Plan` capability allows you to accomplish that.

Importing a Merchandise Plan Steps

1. Download the Merchandise Plan Import Template

To Import a Merchandise Plan, you first need to get your plan information in a format that Toolio can understand. We use a template, similar to the core data import templates to achieve that. For reference you can see the Plan feed documentation and a sample plan feed. Once you fill in the data in the requested format, you can download it as CSV and move on the next step.

2. Import the Merchandise Plan

Importing the Merchandise Plan is simple. You can access the import functionality in the Merchandise Plan module under Plan > ⋮ > Import Merchandise Plan

3. Track progress of the Import

Once you Import your Merchandise Plan, it will be visible in the "Data & Imports" section. Below is a screenshot of what it would look like.

Once the Import task is complete, you will see the plan data show up in your Merchandise Plan.


Below is a Video Walkthrough that puts all of this together.

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