Sync Items with your ERP System

 

In order for newly web-enabled items from your ERP to appear in PIM Enterprise, you must sync those items.

Sync Items

Synchronizing with your ERP System will grab any new items that you have enabled for the website.  All you need to do is navigate to the "Tools" menu in the top left corner and select "Sync Items with ERP".  It's good practice to do this each time you open PIM Enterprise.

The Item (ERP) DB is set up on the initial installation. However, if you would like to change the database connection or would like to add one, contact Aldrich Web Solutions for assistance.

Note: You can sync data other than items from your ERP. Take a look at the Adding additional fields from the ERP article to see how. 

Sync Items via File

Syncing data from a file is easy to set up and manage in the PIM.


The file must meet the following requirements:

  • It must be either an Excel file or a .csv file.
  • The first row of your file must be header information and not data.
  • The part number must be in the first column.  
  • The part description must be in the second column.

You will need to be a PIM Admin in order to adjust the appropriate settings.  From the File Menu in the top left corner, select "Settings". A pop up window will appear, select the "Item (ERP) DB" tab. 

 Once there: 

  1. Select "File" as the Item Sync Source.
  2. Select the file that contains your list of items for the Import File Path. 
  3. Click "Save" to save your new sync source.

Now, when you use the "Sync Items with ERP" feature, the selected file will be used as the source.

When you sync parts using a file, remember that the system is both adding new items from your source file as well as highlighting items that are no longer web-enabled (based on the data from that same file).  If you want to web-enable new items for the PIM through the file sync, make sure your file contains all existing items in the PIM as well.  Otherwise, the system will consider them to not be web-enabled anymore.