Developers
Quable Guide

Mastering Export and Import Profile Rules

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Learning Objectives

  • Configure and use import and export flows in the PIM.
  • Understand the role of profiles in automating and structuring data flows.
  • Learn best practices to ensure profile reliability and efficiency.

Overview

Data flows, also known as data imports and exports, allow you to:

  • Massively integrate product information from various sources (suppliers, ERP, etc.), ensuring effective data centralization.
  • Mass-export enriched product information in .CSV or .XLSX formats, ensuring consistency and fast catalog updates.

What is a Profile?

A profile is a configuration that sets parameters for operating specific data flows from the PIM in a format suited to your needs. Each profile is customized for specific use cases, such as exporting product data, media, or multilingual data.


Why Use a Profile?

Profiles simplify the reuse of settings for recurring needs. They ensure consistency, save time, and enhance data flow reliability.


Creating Profiles

Exports

The Quable export feature allows you to mass-export in XLSX or CSV format. You can export:
• Classifications – Export all your classifications (documents, media, channels).
• Documents – Export your documents and their attribute values by type.
• Variants – Export variants along with their associated attribute values.
• Media – Export your media while specifying their URLs.
• Links – Export your links and attribute values by link type.
• Value Lists (single or multiple choice) – Export values of both predefined list types.


Imports

You can also use the Quable import feature to mass-import and quickly structure your product data. You can import the same objects mentioned above.


Creating a New Profile

  1. Access the export or import profiles page:

From the main menu:

  • Click on Data Flows,
  • Locate the Exports or Imports section,
  • Click on Profiles,
  • Click the Create Profile button in the upper right corner.
"Import profiles" in the above screenshot

"Import profiles" in the above screenshot

  1. Fill in the creation form:

The form is divided into three sections:

  • Profile Identity:
    • Name (mandatory): Provide a descriptive name for the profile.
    • Description (optional): Add details for context.
    • Data Type: Select what you want to export (e.g., products, media, classifications).

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Specific Settings

  • Export Profiles: Export with inherited columns – When linguistic inheritance is set up, incomplete content in the exported language is automatically replaced by content from the source language.

  • Import Profiles: Empty Cell Action – Defines the action to take if empty cells are encountered during import. By default, empty cells are considered as = 0.

  • Export File Format (mandatory):
    Choose between CSV (default) and XLSX. If selecting CSV, configure parameters such as column separators or date formats.
  • Data Mapping (optional):
    • Map exported file columns to PIM attributes for precise formatting.
    • Mapping is optional for CSV files and mandatory for XLSX files.
  1. Validate and Save:

Once all details are entered, click Create. The profile will be added to the list.


Managing Existing Profiles

  • Edit: Click the Edit icon on a profile to adjust its settings.
  • Delete: Use the Delete icon to remove obsolete profiles.
  • Export Data: Launch an export directly from the profile list by selecting the desired option.

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Profile Modifications

Some profile parameters cannot be changed after saving (e.g., object type, file format, languages, and joins).


Best Practices

  • Give clear profile names: Indicate data type and usage context (e.g., "Products_FR_2024").
  • Use mapping to structure your data: Match only the necessary columns.
  • Test before large-scale use: Perform a test export to verify data accuracy.
  • Profile Creation: Create a dedicated profile for each type of data flow.
  • Import and Export Alignment: Ensure the import profile matches the export profile when modifying or adding exported data.
  • Automate Flows: Created profiles can be reused and automated to simplify repetitive operations.

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Summary

  • Data flows allow for mass data imports and mass exports of enriched data.
  • A profile is a customized configuration used to structure import or export flow settings.

Profile Advantages:

  • Reduces effort by reusing settings.
  • Ensures consistency in data processing.
  • Saves time for recurring operations.

Profile Creation:

  • Three steps: define profile identity, choose file format (CSV/XLSX), and map data.
  • Certain parameters, such as object type and file format, cannot be changed after saving.
  • Profiles can be edited, deleted, or directly used to launch import/export flows.

Best Practices:

  • Name profiles explicitly and contextually.
  • Verify data with a test export before large-scale use.
  • Ensure import and export profiles match to prevent errors.
  • Use profiles to automate recurring flows and improve efficiency.


Next Chapter

Now that you’ve mastered export and import profile rules, let’s move on to Bulk Importing Data.

Updated 8 days ago