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CX Create allows for SKUs to be configured during the script building process either individually, or by using a bulk upload feature. Conversely, once SKUs exist inside the Cart, they can also be exported in batches. 

For more information about adding and configuring single SKUs, please see How-To: Create a Basic Selling Script.

This article will cover:

  1. Creating a SKU Upload File
  2. Importing SKUs
  3. Configuring Uploaded Payment Plans and SKUs
  4. Exporting SKUs




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1. Creating a SKU Upload File

Bulk SKU uploads must be done using a .csv (comma-separated values) file.
CX Create requires the spreadsheet to be formatted in a specific order and any deviation may result in incorrect configuration or data loss.

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  • Payment Count is the number of payments.CX Create currently supports 1-16.
  • There are only 2 pay plans supported here so the other Payment columns have been removed.
  • All other columns should remain intact, even if they are blank. 
  • Spreadsheet programs may strip decimal places (as above). If 100.00 is entered, it will convert to 100. CX Create recognizes both formats.
  • Some cells are left blank, and others display a zero. Both are acceptable.
  • "$" is not a supported character and dollar amounts should be entered without the symbol.
  • Unit Price Tax/ Shipping Tax- this is representative of the Taxable radio buttons in the SKU setup. Tax amounts are NOT entered here, only Y/N.
  • Only the 3-digit alpha code is supported in the Currency column. Click here to see an up-to-date list.




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2. Importing SKUs

To import the spreadsheet into the Cart:

  • Open the Sticky Slide and view the Cart settings
  • Click on the Import SKUs button

    *Notice that you DO NOT have to have any Payment plans configured. The import process will create them for you.
  • Browse to the location of the SKU spreadsheet
  • Click Open to add it to the Cart

    *Payment Plans are created for 1-Pay and 2-Pay, in both USD and CAD, and all three SKU labels are listed.
  • Click Create\Update to save 




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3. Configuring Uploaded Payment Plans and SKUs

Once the spreadsheet is added to the Cart, there may be further configuration required.

Payment Plans:

  • Click on 1-Pay (CAD)

    *All Payment Plans default to Always and cannot be changed by the spreadsheet
    • Add any Active conditions 

    • Click Update to save and close the pop-up
  • Repeat the above steps to add Active conditions for the remaining payment plans

*Additional payment plans can be added by clicking the Add Plan button

SKUs:

  • Click on Widget A

    *Widget A SKU settings will, by default, open to the the first payment plan in the list, which is 1-Pay (CAD). Because Widget A is a USD SKU, select the 1-Pay (USD) plan from the dropdown list.

    Settings for the SKU that were imported from the spreadsheet include:
    • Label: Widget A
    • Select a plan to edit: 1-Pay (USD)
    • Code: 123A
    • Price: 100
    • Tax (price, s&h): Unit Price Tax, Shipping Tax
    • Payments: 110
    • Maximum Quantity: 5
  • As with the payment plans, the Active conditions default to Always. 

    • Click the dropdown to assign SKU conditions
    • Click Update to save and close the pop-up
  • Repeat the above steps to add Active conditions for the remaining SKUs
  • Other settings that can be configured at this time include Quantity controls in cart, Quantity conditions, and Default quantity
  • Any of the settings that were imported by the spreadsheet can also be modified




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4. Exporting SKUs

To export SKUs from the Cart into a spreadsheet:

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