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Bulk Import Buyer Custom Attributes (Excel)

Overview​

You can manage Buyer Custom Attributes using bulk import with an Excel file (.xlsx).
You can perform the following three actions simultaneously in a single import:

  • New Registration of custom attributes
  • Update existing custom attributes
  • Reorder the custom attribute master list based on the order in the file

Purpose​

This feature is used for the following purposes:

  • To efficiently register a large number of Buyer Custom Attributes Since you can register multiple Buyer Custom Attributes at once, you can significantly reduce the effort of registering them one by one on the screen.
    This is especially useful for setup at the start of operations.
  • To bulk update existing Buyer Custom Attributes You can efficiently change attribute names, search form display settings, etc., for multiple Buyer Custom Attributes.
  • To organize the display order of Buyer Custom Attributes By adjusting the sort order in the Excel file, you can bulk change the display order within the DEXTRE Merchant App.

Instructions​

The flow for bulk importing Buyer Custom Attributes is as follows:

  1. Download the XLSX file for bulk custom attribute import
  2. Edit the XLSX file for bulk custom attribute import
  3. Import the XLSX file for bulk custom attribute import into DEXTRE

1. Download the XLSX file for bulk custom attribute import​

  1. Click Buyers in the header menu.

  2. Click the Buyer Custom Attributes button at the top right of the screen.
    You will be redirected to the Buyer Custom Attributes settings page.

  3. Click the Bulk Import Custom Attributes button.
    The Bulk Import Custom Attributes modal will open.

  4. Select the File Language from the dropdown.
    You can specify Japanese or English, which changes the language inside the XLSX file.

  5. Click the Download button.
    The XLSX file for bulk custom attribute import will be downloaded.

2. Edit the XLSX file for bulk custom attribute import​

Open the XLSX file for bulk custom attribute import that you downloaded in the previous section, 1. Download the XLSX file for bulk custom attribute import.

Description of Each Item​

Please refer to the following to fill in the details for New Registration or Update.

  • Column A: Code
    This is the key identifier for the bulk import process.
    If you enter a code that is already registered as an existing custom attribute, it will be processed as an Update.
    If you enter an unregistered code, it will be processed as a New Registration.
  • Column B: Attribute Name
    The name of the custom attribute. It is used as the display name.
  • Column C: Applicable Target
    For bulk import of Buyer Custom Attributes, you must enter Customer Buyer.
  • Column D: Visibility
    For bulk import of Buyer Custom Attributes, you must enter Private.
  • Column E: Display in Search Form
    You can specify whether to display this in the Search Buyers form within the DEXTRE Merchant App.
    Enter true or false.
    • true: Displays in the buyer search form.
    • false: Hides from the buyer search form.
warning

For Updating existing custom attributes, the following columns can be changed:

  • Column B: Attribute Name
  • Column E: Display in Search Form

The following cannot be changed. Do not edit them.

  • Column A: Code
    If a new code is entered, it will be treated as a New Registration.
  • Column C: Applicable Target
    This is because specifying Customer Buyer allows bulk import of custom attributes for buyers.
  • Column D: Visibility
    Buyer Custom Attributes only support Private.
    If Public is entered, it will result in an error during import.

*Even for New Registration, please enter the fixed values for Applicable Target and Visibility.

About Reordering Custom Attributes in the Bulk Import XLSX File​

The master order of Buyer Custom Attributes will be rearranged based on the row order in the bulk import XLSX file.
Specifically, entering the following data will change the display order of the buyer custom attribute master in the DEXTRE Merchant App.

info

XLSX File Input

  • Row 2 - Code: bbb
  • Row 3 - Code: aaa

Order of Buyer Custom Attributes in DEXTRE Merchant App

Before:

  1. aaa
  2. bbb

After:

  1. bbb
  2. aaa

Ultimately, the overall order of Buyer Custom Attributes in the DEXTRE Merchant App will be updated based on the List Position specified in the next section, 3. Import the XLSX file for bulk custom attribute import into DEXTRE.

3. Import the XLSX file for bulk custom attribute import into DEXTRE​

Once you have finished editing the XLSX file for bulk custom attribute import, import it into the DEXTRE Merchant App.

  1. Click Buyers in the header menu.

  2. Click the Buyer Custom Attributes button at the top right of the screen.
    You will be redirected to the Buyer Custom Attributes settings page.

  3. Click the Bulk Import Custom Attributes button.
    The Bulk Import Custom Attributes modal will open.

  4. List Position (*1)
    Select one of the following two options from the dropdown.

    • Top of the list: Moves them before custom attributes not included in the process.
    • Bottom of the list: Moves them after custom attributes not included in the process.

  5. Select a XLSX File
    Select the edited XLSX file for bulk custom attribute import.

  6. Click the Import button.
    If the process is successful, the data will be updated according to the contents of the XLSX file and the specified list position.
    If the process fails, an error will be displayed. Follow the error message to correct the XLSX file.

*1: This applies when there are custom attributes that are not included in the bulk import XLSX file but are registered in the DEXTRE Merchant App (i.e., custom attributes not targeted for processing).
This specifies whether to move the custom attributes from the XLSX file before or after the custom attributes that are not being processed.
If no such unprocessed custom attributes exist (meaning all registered custom attributes are included in the XLSX file), the processing result will follow the order in the XLSX file regardless of which option is selected.

Important Notes​

Regarding changeable columns in the bulk custom attribute import XLSX file​

For Updating existing custom attributes, the following columns can be changed:

  • Column B: Attribute Name
  • Column E: Display in Search Form

The following cannot be changed. Do not edit them.

  • Column A: Code
    If a new code is entered, it will be treated as a New Registration.
  • Column C: Applicable Target
    This is because specifying Customer Buyer allows bulk import of custom attributes for buyers.
  • Column D: Visibility
    Buyer Custom Attributes only support Private.
    If Public is entered, it will result in an error during import.

*Even for New Registration, please enter the fixed values for Applicable Target and Visibility.

Troubleshooting​

Duplicate Code Error​

The custom attribute Code must be unique across all custom attribute scopes (for Buyer, for Product, and for Catalog).
If a duplicate exists, it will result in an error during import.

If you cannot find a duplicate among the Buyer Custom Attributes, please check if it is being used in other scopes, such as for products or catalogs.