Introduction to Import-Export
The Kibo eCommerce Import/Export tools help you import and export Kibo eCommerce data - such as catalogs, customers, orders, coupons, and site content - to and from your Kibo eCommerce tenant. For new merchants joining the Kibo eCommerce platform, these tools are a powerful onboarding aid, as they help you transfer all your existing store data to Kibo eCommerce without digging into the Kibo eCommerce API. The tools take all the inputs you need to get up and running with Kibo eCommerce and expose them through easy-to-read template files.
For merchants already on the platform, the Kibo eCommerce Import/Export tools also greatly simplify batch updating data by allowing you to export existing data, make the required updates in the template files, and re-import your updated data back into Kibo eCommerce. You can also use exports as a form of data back-up, and third-party applications can use exported data for reporting and administrative functions.
Kibo eCommerce provides import/export tools through two applications:
- Kibo eCommerce Import/Export Tool (1.0)— (Legacy Tool) This tool handles the import and export of site content data. You can also export orders and import and export product and customer data using this tool, but Kibo eCommerce recommends using the improved Kibo eCommerce Import-Export Application (2.0) for these use cases.
- Kibo eCommerce Import-Export Application (2.0)— This application handles the import and export of catalogs, customer data, coupons and coupon sets, orders, and price lists, and includes a more fully-featured UI for import/export operations. This app also provides the ability to export IT analytics data for your Kibo eCommerce sites.
Call your sales or professional services representative or contact Support to request installation of these tools on your tenant.
The import/export tools use specifically formatted template files to organize your Kibo eCommerce data. You can download sample templates from the apps, or you can export existing data to get a properly formatted file.
The template files are simple Excel or CSV files with columns that map to properties and attributes within Kibo eCommerce. You can map every column in a template file to a member of the Kibo eCommerce API. In most cases, you can also find a corresponding field in Admin. This is why it is useful to have a good understanding of your catalog architecture (and how that architecture appears in Admin) before trying to work with these files.
The Import/Export tools split Kibo eCommerce data into the following broad categories:
Note: You cannot import the Orders file back into Kibo eCommerce. Importing orders is a complex process and must be done via the Kibo eCommerce API. Kibo eCommerce strongly recommends contacting your professional services representative if you want to import orders from a previous eCommerce solution to Kibo eCommerce.
The Import-Export Cycle
Every time you export data, the template files update to include new data you have added since the previous export. They also display new columns for any new custom attributes you have added. When you edit a file and re-import it, changes to existing data overwrite the old data in Kibo eCommerce and new data is added.
Note: You do not have to update all your Kibo eCommerce data every time you re-import. Removing rows that reference items you do not want to edit both protects your existing data and expedites the import operation.
Keep in mind that changes to global data such as attributes affect every item that references the data, even if the item is not explicitly included in the import.
This process provides a seamless cycle for batch processing multiple entries, so you can break up your data import or update into smaller, more manageable jobs.
An example of the export > edit > import cycle for product data.
Prepare Your Tenant for Initial Import
If you are new to the Kibo eCommerce platform and importing data for the first time, you must complete some extra steps ensure your data is imported correctly:
- Decide and outline your catalog architecture. Refer to the Catalog section of Guides for more information about Kibo eCommerce catalogs.
- Ensure you have access to all existing store data from your previous eCommerce solution. You must have sufficient knowledge of the data structure to map your existing data to the fields in the Kibo eCommerce template files.
- Use Admin or the Kibo eCommerce API to prepare your Kibo eCommerce tenant structure. The exact structure you need will depend on your catalog architecture, locations, etc., but the minimum requirements are as follows:
- Master Catalog(s): All products in Kibo eCommerce are associated with master catalogs that contain one or more sub-catalogs. You need 1 or more master catalogs.
- Catalog(s): You need 1 or more catalogs within each master catalog.
- Locations: To manage inventory, products must be associated with a location. You need 1 or more locations.
- Shipping Settings: When you import products, you include information on how they can be shipped to customers. Configure all your shipping settings in Kibo eCommerce, including zones, carriers, methods, and so on.
Data Import Order
To ensure your data appears and maps correctly in Kibo eCommerce, you must complete your initial data import in the following order:
Note: Importing orders is a complex process and must be done via the Kibo eCommerce API. Kibo eCommerce strongly recommends contacting your professional services representative if you want to import orders from a previous eCommerce solution to Kibo eCommerce.