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          Help Manuals - Fortune3 Shopping Cart.
          Help Manuals - Fortune3 Ecommerce Software Help


          Don't Panic! We've got the answers.
          The Help Manuals are extensive and highly detailed and can answer most how-to questions about the Fortune3 Wizard and shopping cart software.

          Can't find your question below? Search our extensive Knowledgebase for answers to many more questions - Click Here

          Import Categories from Spreadsheet

          The FORTUNE3 Shopping Cart & E-Commerce Wizard software speeds up the data entry process of the categories used to better organize your online store and E-Commerce web site. By using the "Import Categories from Spreadsheet" feature you can acquire the category information for your shopping cart directly from your accounting / spreadsheet software.

          NOTE:If you are working with a CSV file, you can use Excel to turn it into an ".xls" file to be imported.

          Proceed as Follows:

          TIP:To see the proper format of a category spreadsheet, manually add a few categories and sub-categories to the "My Products" section, and then export the data to an Excel file by going to "Import / Export - > Export Categories to Spreadsheet".

          For details about each of the importable fields and their proper format, please review the Category section further below.

          Click on the "My Products" icon to display the "Product-Tree". Select "Import/Export" from the top menu bar, and choose "Import Categories from Spreadsheet". Click on the "Browse" button and select the import file (.xls) from your computer; the corresponding data fields will appear on the left-panel. On the right panel are the FORTUNE3 fields for categories. One by one, click to highlight the imported field from your spreadsheet; locate its compatible field on the right-panel and highlight it with a click.

          Click on the "Match Fields" button. Once you finish matching all of the fields, click on "Import".

          You may also click on the "Try to Match all Fields" to have the software try to match all of the possible fields for you, but this will only work if your fields (columns) are named with the same names as the software uses and Exports the products as (through Export Categories to Spreadsheet).

          NOTE:
          If you had previously matched the fields from this spreadsheet and clicked on Save Selection and saved the selection file (.f3s), click on Load Selection and select the .f3s file.


          If you plan on importing the spreadsheet again in the future and would like to avoid matching up the fields every time before importing, click on "Save Selection" once all fields are matched and save the .f3s file in a destination on your PC. You will later be able to click on "Load Selection" and browse for the saved .f3s file to save time on future imports.




          Once you finish matching all of the fields, click on "Import". Once the import is complete, you will be given confirmation of what was imported properly or warnings about any errors that occurred during the import. You will also be given the option to view one ( 1 ) or two ( 2 ) log files. If there were any errors during your import, you will initially be shown an error log that displays which category or categories had the error(s), and what the errors were during the import. If you cannot figure out what the errors mean or how to fix them, please copy the errors and contact FORTUNE3 Customer Support with the details. Once you close the error log, the successful import log will be shown containing details of what was imported properly. If no errors occurred during the import, you will ONLY be shown the successful import log containing details of what was imported properly.

          NOTE:The system will not import duplicate categories into the same parent category. Based on the name, it will replace the existing information instead.

          If you are importing categories to update information on categories that already exist, only import the required fields / columns, and the ones that you are updating. To avoid issues, do not import fields that you are not updating and are not required. The software will ONLY update the fields that are being imported for categories that already exist; fields that are not imported will remain as they were before the import.

          Category Import Fields:

          Listed below are all of the importable fields for Categories. We recommend that you read the section below along with the section on Category Fields - Click Here.

          Field Name
          Column / Field Description & Import Instructions
          Category Name (required) This is the field that holds the name of each category. Your web store's navigation menu contains the category Name field for each category on your Tree. Therefore, because of the space limit for the menu, this field is limited to 24 characters.

          It is required for you to have something in this field for each of the categories on your spreadsheet. If one category's name is missing, the spreadsheet will not import properly and the import will stop at the point of the missing name.
          Description (required) Use this field to write a description for your category and possibly the type of products it contains. This field will support general HTML tags to further enhance the appearance of the text and is limited to 250 characters (see HTML Tags for more details). For larger category descriptions, you may use the Additional Description field.

          It is required for you to have something in this field for each of the categories on your spreadsheet. If one category's description is missing, the spreadsheet will not import properly and the import will stop at the point of the missing description.
          Additional Description This is used if you have more information about this category. This field will support a much larger number of characters than the Description field and will support general HTML tags to further enhance the appearance of the text (see HTML Tags for more details).
          Image This is your category's Image.

          When importing your images using a spreadsheet, you must make sure that your image files are located in the same directory or folder on your PC as your spreadsheet is in. For example, if your spreadsheet is in your folder C:\Categories\, then your image files need to be in that same folder C:\Categories\. Refer to the image by the name and extension on your spreadsheet (image.jpg). You may also import images that are on the web by specifying the full URL path of the image. For example: http://www.website.com/images/picture2.jpg

          Images must be JPEG, GIF or PNG Format (jpg, jpeg, gif or png). Images must not exceed 500kb in size. Images filenames are also case sensitive.
          2nd Product Discount Use 0 to designate that there is no discount when purchasing a second product in this category.
          Use 1 to designate that there is a percentage discount on second products purchased in this category.

          By default, if this field is not imported, it will be set to "0".
          Discount Percentage Enter a numerical value to set the percentage for the 2nd product purchased. For example, entering "25" will become 25% off of the 2nd product purchased. In order for this to work, there must be a "1" in the "2nd Product Discount" field.

          The number in this field must be in increments of 5. As examples: 5, 10, 15, 40, 45, 95.
          Same Product Discount This places a checkmark in the box for the field "This Discount is valid with the purchase of a same Product only."
          Use 0 for not checked (default)
          Use 1 for checked
          Position for Description Use 0 to place the additional description before the Product List (default)
          Use 1 to place the additional description after the Product List

          Parent Categories You can import any category as a sub-category by telling the software what categories are the parent categories of this sub-category.

          Place the name of the parent category into this field EXACTLY as the parent category's name is defined in the software, if the parent category is on the first "tier" of categories.

          For example, if your category is a second-level category (a sub-category): "CategoryMainLevel"

          For a sub-category of a category that is not on the first "tier" you will use a double "Pipe" key as a separator. This character shares a key with the "\" key and looks like "|". You will separate the category levels with "double pipes".

          For example, if your category is a third-level category (a sub-sub-category): "CategoryMainLevel||CategorySecondLevel"

          Important Note: This IS case sensitive.

          NOTE: If you are importing categories and sub-categories, the Parent (top-level) categories must be listed before the sub-categories in the spreadsheet.
          Show Category On Use 0 to show this category on both Retail and Wholesale sites.
          Use 1 to show this category only on the Retail site.
          Use 2 to show this category only on the Wholesale site.
          Use 3 to not show this category on any site.
          If it is not imported for a new category, this field is by default imported as "0".
          Webpage Title The title and title Meta Tag for this category's web page(s). The title appears on the top title bar of browsers, and is used by search engines to display a title for this category's web page(s), and possibly to determine where to position this category's web page(s) on their search results.

          Leave blank or do not import if you want to use the default optimization the software provides.
          Webpage Description A description and description Meta Tag for this category's web page(s). This will be used by search engines to display a description for this category's web page(s) on their search results page (under the title), and possibly to determine where to position this category's web page(s) on their search results.

          Leave blank or do not import if you want to use the default optimization the software provides.
          Webpage Keywords Will be used as the keywords Meta Tag by search engines to determine the ranking and positioning for this category's web page(s) on their search results when people search for your keywords. Because search engines prefer it, every keyword imported will be separated by a comma on the category's web page(s), even if you do not separate the words with commas on this field. Please remember these are keywords, not key phrases.

          Leave blank or do not import if you want to use the default optimization the software provides.
          Webpage Filename When the software uploads the site, it will create static html pages for your categories. You can choose specific filenames for these static html pages. Do not include the .html.
          Do not import if you want to use a default filename the software provides.

          Export Categories to a Spreadsheet

          The FORTUNE3 Shopping Cart & E-Commerce Wizard software facilitates the creation of a (".xls") file containing the Categories and Sub-Categories that are in your online store and E-Commerce web site: By using the "Export Categories to Spreadsheet" feature you can export the Category information from your shopping cart onto a spreadsheet file that can be imported by your accounting or any other software, or back into the FORTUNE3 Wizard after being modified to make bulk changes to your categories. Just follow these instructions:

          Click on the "Import/Export" button located on the top menu bar. Select the Export Categories to Spreadsheet option, then specify a destination folder and provide a name for the (.xls) file. Click on the "Save" button. Your spreadsheet file will be created and saved in the specified location on your PC.


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