How to use Scheduled Imports / Exports

                 Scheduled Imports / Exports in Magento

Unless you have a small product catalog, the prospect of creating each product or customer manually, one by one is daunting. The Import/Export function in Magento allows you to upload product or customer data from a comma-separated values (CSV) spreadsheet file, so as to avoid the task of having to create each manually.

 

Scheduled Imports / Exports in Magento takes this one step further, by allowing you to place files on the local Magento servers or remote FTP servers and schedule the import/export to be run on a daily, weekly or monthly basis. The advantage of this is that after specifying the parameters, and setting up the schedule only once, the data file will then import/export automatically thereafter (to the specified frequency).

 

Note: For CSV structuring and formatting purposes, it may benefit to perform an export of the required fields, so that you will have a template from which you can build the CSV you will use for your Scheduled Import. You can do this by going into System > Import/Export > Export and selecting Products or Customers and tailoring the fields down as required.

 

To Create a Scheduled Import

Note: Scheduled Import/Export is enabled by default in Magento Enterprise in System > Configuration > Advanced, and no additional settings are required to start using the Scheduled Import/Export functionality.

 

  1. In the Magento Admin, navigate to System > Import/Export > Scheduled Import/Export.
  2. 2. Click the Add Scheduled Import button in the upper right corner of the page.


3. In the Import Settings field set, specify the following:

 

Note: Server Type: Remote FTP: This is if you have your own server that will supply the file to magento on demand. You will just need to enter the FTP path eg:  ftp://user:password@host:port/path. Local Server: this will require FTP access to the magento web server (to get this setup please consult Zero1)

On the Imports Failed Email, specify the following:

4. To save this new Scheduled Import, click Save in the right upper corner of the page

Note: After each Scheduled Import job is run, a reindex is performed automatically

 

Managing Scheduled Import/Exports

All Scheduled Import/Exports can be managed by navigating to the Scheduled Import/Export screen, which will then display all current Scheduled Import/export jobs.

Important features of this on this screen include the ‘Last Outcome’ and ‘Action’ columns. The ‘Last Outcome’ filter, allows you to view and filter by jobs which have Failed, were Successful or are Currently Pending (not yet run). The ‘Action’ column allows you to either Edit or Run Scheduled Import jobs.

Note: ‘Actions’ to the top right of the list, is another drop down to be aware of. This feature will allow you to either ‘Change Status’ or Delete Scheduled Import jobs individually, or in bulk (by ticking all jobs to include).

 

To Configure the Scheduled Import/Export File History Cleaning

After each scheduled import is performed, a copy of the CSV file is placed on the Magento local server (the var/log/import_export/%Y%/%m%/%d%/ directory). These files can be configured to be cleared once a certain amount of time lapses, or can be cleared manually.

1.  In Magento admin, navigate to System > Configuration > Advanced > System > Scheduled Import/Export File History Cleaning


2. Set the following parameters below according to how often you would like the files cleared (or simply navigate here to perform a manual clean), and if you would like to receive error notifications.

 

 

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