Setting up products

The products data defines purchased goods and services, which are essential for emissions calculations. Set up products during initial system configuration, and update as necessary to reflect ongoing changes.

Before you begin

Download the following CSV template and enter your company's data. Verify that all the required values are entered.

CSV template link: Envizi-SCI-master-Product.csv
Important: If you use Microsoft Excel to edit the CSV file, verify that you save it in the UTF-8 CSV file format. If you do not save the CSV file in the UTF-8 format, some special characters may be skipped or incorrectly interpreted during the data import process.

The following table outlines the required headers and associated information for preparing the CSV file. You have the flexibility to ignore recommended and optional values, as needed.

Note: To display Category L1, L2, and L3 on products in the user interface, you must upload the product mapping CSV file. For more information, see Assigning product category factors.
Table 1. Product CSV template headers
Column header Requirement Sample Description
Product ID Required BBG-3256 Unique identifier for the product.
Supplier ID Required LightLens Unique identifier of the product supplier.
Supplier product ID Optional 960450 The supplier provided identifier for the product.
Category L3 ID Required BULB A unique identifier indicating the category of the product.
Note: If no specific value is known or required, use 'All'.
Category L2 ID Required Optical A unique identifier indicating the brand of the product.
Note: If no specific value is known or required, use 'All'.
Category L1 ID Required Production A unique identifier indicating the family name of the product.
Note: If no specific value is known or required, use 'All'.
Name Required (UI) RGBW Module Descriptive name of the product.
Description Required (UI) Compact module with RGBW LEDs for versatile color-changing and decorative lighting applications. Description of the product.
Default quantity units Recommended EA Units of measure from the source system. Standard UOM or ISO format.
Value Required 14 Value or price of the product or material.
Currency Required USD Currency designation in ISO 4217 format.
Note: For currency, only USD is supported.
Measurement Optional 1.4 A measurement of the product.
Note: Required for average-data calculations.
Measurement unit Optional kg Units of the measurement value.
Note: Required for average-data calculations.
Status Optional ACTIVE Status of the product.

Procedure

  1. From the side navigation menu, select Data management.
  2. On the Data management, select Import data.
  3. Click Add file and upload the Envizi-SCI-master-Product.csv file.
  4. From the list of data mappings, select Master data - Product (masterDataProduct).
  5. Optional: If your CSV file includes additional delimiters such as comma (,), colon (:), semicolon (;), or pipe (|), select the appropriate option from the Delimiter list to ensure the structured data is read correctly.
  6. Click Next and review the information.
  7. Click Import.
    The following message appears.

    New import job created Job {Job ID} has been successfully created.

    You might notice that uploading a single file results in the creation of multiple jobs in the Job Manager. This occurs because the mapping is linked to multiple business objects, which in turn triggers the submission of multiple jobs. To confirm that the upload completed successfully, you must verify that each job is completed without any errors.

  8. See the status of your import job on the Job Management page.
    Note: Depending on the size of the file, the import process might take some time to complete.

    If the status of your import job is Completed, then your data import job is successful.

    If the status of your import job shows CompletedWithErrors or Rejected,complete the following steps:
    1. Click the Job ID and check the errors in the Job details section.
    2. If errors are listed, then correct the highlighted errors in your CSV file and upload it again.
    3. If errors are not listed, then click Retry the import and check the status after a brief period.