Difference between revisions of "X-Cart:Importing and Exporting Data"

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(Roles in Import/Export management)
(Exporting Data)
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==Exporting Data==
 
==Exporting Data==
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Export of X-Cart data can be performed using the 'Export data' section of your store's back end.
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'''To access this section:'''
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# Go to the '<u>Import/export data</u>' section of your store's back end: click the link <u>Import/Export</u> in the <u>Management menu</u>.
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# In the '<u>Import/export data</u>' section menu, click the link <u>Export data</u>.
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The '<u>Export data</u>' section looks something like this (with the reservation that the section [+] Select provider is available only to X-Cart PRO administrators, and the set of data types available for exporting varies on the type of user account being used):
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: [[Image:export.gif|530px]]
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'''To export data to a CSV file:'''
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# Use the settings of the '<u>Export data</u>' dialog box to specify, what data you wish to be exported and how you wish that to be done:
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#* (If you are an X-Cart PRO administrator) If you wish to export not all the data, but just the data of a specific provider, specify the username of the provider whose data you wish to export: expand the '<u>Select provider</u>' subsection of the <u>'Export</u> <u>data</u>' dialog box by clicking the [+] Select provider link, enter the username of the provider into the appropriate field and click the '''Go''' button.
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#* Use the '<u>CSV delimiter</u>' drop-down box to select a delimiter that you wish to be used in the resulting CSV file (Semicolon, Comma, Tab).
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#* If you wish the export spreadsheet to be split into several portions (each in a separate file), use the '<u>Data rows per file</u>' field to specify the maximum number of data rows which may be contained in one file. Leave the field empty or enter 0 (zero) if you do not want to split the export file.
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#* Specify, whether you wish to export images (Yes/No).
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#* Use the field <u>'Category path separator for "category" field</u>' to type in a character or a sequence of characters that you wish to be used as the '<u>category</u>' field separator in the export CSV file. You can use any character or sequence of characters that does not occur in the category names.
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#* Select the data that needs to be exported:
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#** If you are going to export USERS, PRODUCTS or ORDERS, adjust the respective data ranges (use the links in the RANGE column).
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#** Select the types of data that need to be exported (select the check boxes next to the names of these types).
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# Click the '''Export''' button at the bottom of the '<u>Export data</u>' dialog box. X-Cart should start exporting the data. Export packs will be saved to the directory <u>/</u>xcart<u>/var/tmp</u>.<br>As soon as the export process is completed, you should see an Information box with a confirmation message and a link to the export packs.
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# Click the Export packs link in the Information box or scroll down to the bottom of the '<u>Export data</u>' section. You should see a new subsection in the '<u>Export data</u>' dialog box - '<u>Export packs</u>' - listing the CSV files created as a result of exporting procedure.
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# Download the export pack files onto your local machine by clicking the filename links.
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If you wish to remove export packs from the directory to which they are saved by X-Cart (<u>/</u>xcart<u>/var/tmp</u>), you can delete them using X-Cart interface.
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'''To delete export packs:'''
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# Expand the '<u>Export packs</u>' subsection of the '<u>Export data</u>' dialog box.
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# Select the check boxes next to the export packs that need to be removed.
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# Click the '''Delete selected''' button. The selected export packs should be removed. You should see an Information box with a confirmation message.
  
 
==Importing Data==
 
==Importing Data==

Revision as of 14:19, 1 February 2010

Import/Export procedures in X-Cart

X-Cart 4.3.x features export and import of almost all X-Cart data types. Export and import procedures facilitate the updating of your store data and allow you to consistently transfer data when upgrading your store or moving it to a new location.

Basic information on export procedures is available in the section #Exporting Data, import procedures - in the section #Importing Data.

Detailed information on X-Cart import and export can be found in the http://www.x-cart.com/xcart_manual/compiled/X-Cart_430_import_export_guide.pdf.

Roles in Import/Export management

If you are an X-Cart GOLD administrator/provider, you can import and export:

  • config data,
  • states,
  • users,
  • categories (including international category descriptions),
  • products (including international product descriptions, featured products and product links),
  • destination zones,
  • taxes (including tax rates),
  • shipping rates,
  • orders (export only, including order items),
  • other types of data (depending on the set of enabled modules and add-ons).

If you are an X-Cart PRO administrator, you can import and export all types of X-Cart data:

  • config data,
  • states,
  • users,
  • categories (including international category descriptions),
  • products (including international product descriptions, featured products and product links),
  • destination zones,
  • taxes (including tax rates),
  • shipping rates,
  • orders (export only, including order items),
  • other types of data (depending on the set of enabled modules and add-ons).
Note: when exporting products, destination zones, tax rates, shipping rates and orders, it is possible to export all data or just the data of a specific provider. Also note that these types of data can only be imported specifically for different providers (which means that before importing you will be supposed to specify the name of the provider for whom you are importing the data).

If you are an X-Cart PRO provider, you can import and export:

  • your products (including international product descriptions and product links),
  • your destination zones,
  • your tax rates,
  • your shipping rates,
  • your orders (export only, including order items),
  • other types of data according to your access privileges (depending on the set of enabled modules and add-ons).

Exporting Data

Export of X-Cart data can be performed using the 'Export data' section of your store's back end.

To access this section:

  1. Go to the 'Import/export data' section of your store's back end: click the link Import/Export in the Management menu.
  2. In the 'Import/export data' section menu, click the link Export data.

The 'Export data' section looks something like this (with the reservation that the section [+] Select provider is available only to X-Cart PRO administrators, and the set of data types available for exporting varies on the type of user account being used):

Export.gif

To export data to a CSV file:

  1. Use the settings of the 'Export data' dialog box to specify, what data you wish to be exported and how you wish that to be done:
    • (If you are an X-Cart PRO administrator) If you wish to export not all the data, but just the data of a specific provider, specify the username of the provider whose data you wish to export: expand the 'Select provider' subsection of the 'Export data' dialog box by clicking the [+] Select provider link, enter the username of the provider into the appropriate field and click the Go button.
    • Use the 'CSV delimiter' drop-down box to select a delimiter that you wish to be used in the resulting CSV file (Semicolon, Comma, Tab).
    • If you wish the export spreadsheet to be split into several portions (each in a separate file), use the 'Data rows per file' field to specify the maximum number of data rows which may be contained in one file. Leave the field empty or enter 0 (zero) if you do not want to split the export file.
    • Specify, whether you wish to export images (Yes/No).
    • Use the field 'Category path separator for "category" field' to type in a character or a sequence of characters that you wish to be used as the 'category' field separator in the export CSV file. You can use any character or sequence of characters that does not occur in the category names.
    • Select the data that needs to be exported:
      • If you are going to export USERS, PRODUCTS or ORDERS, adjust the respective data ranges (use the links in the RANGE column).
      • Select the types of data that need to be exported (select the check boxes next to the names of these types).
  2. Click the Export button at the bottom of the 'Export data' dialog box. X-Cart should start exporting the data. Export packs will be saved to the directory /xcart/var/tmp.
    As soon as the export process is completed, you should see an Information box with a confirmation message and a link to the export packs.
  3. Click the Export packs link in the Information box or scroll down to the bottom of the 'Export data' section. You should see a new subsection in the 'Export data' dialog box - 'Export packs' - listing the CSV files created as a result of exporting procedure.
  4. Download the export pack files onto your local machine by clicking the filename links.

If you wish to remove export packs from the directory to which they are saved by X-Cart (/xcart/var/tmp), you can delete them using X-Cart interface.

To delete export packs:

  1. Expand the 'Export packs' subsection of the 'Export data' dialog box.
  2. Select the check boxes next to the export packs that need to be removed.
  3. Click the Delete selected button. The selected export packs should be removed. You should see an Information box with a confirmation message.

Importing Data