There are multiple data types you can load to Pepperi using CSV files with column headers.
Data such as Items, Accounts, Accounts-Users, Accounts-Catalogs, Account-Types, Activities, Transactions and more may all be loaded using CSV files with headers.
Header names must exactly match the mapped field names listed in the Pepperi back office.
This article will explain where to view the names and how to add/edit mapped names if they don't exist by default (not all fields are listed for mapping by default). It's very simple to add mapped names following these instructions, and it will ensure successful upload of your data over time.
Editing or Adding Mapped names
You will first need to look at the list of available fields for the object you wish to load.
Let's take Items as an example. In the Pepperi Web Admin go to Settings -> Items -> Fields
This area shows all the fields available for this type of object - in this example Items Fields.
The Mapped name is the name that must appear as the header of the column of your CSV file. For example, to load the Item Name, the column header should be "Description", as is shown in the mapped name below.
As you can see, by default not all fields have a mapped name assigned. In order to upload data to these fields, edit them and add a mapped name to be used in your CSV file.
Note that not all the fields are active by default. If you need to load data to a field that is not marked as active (it has only a green plus sign in the Actions column) then you need to activate it first by clicking on the plus sign, and then follow the instructions below to give it a mapped name.
Click on the edit icon for the field and type a mapped name. The mapped name can be any name you choose, it may also be identical to the Field name or the API name. This will not present any problem.
If you are automatically exporting files from your ERP to Pepperi, consult with your ERP administrator to choose a mapped name. The fields may have headers that are already coming from the ERP field names, and this may require you to use those same header names.
Once you save the mapped name, the data loaded for that field will be mapped to it.
Creating mapped names ensures smooth upload of your data via CSV files.
Where are the fields for other object types listed?
For other objects, such as Accounts and Catalogs, the fields are listed in the Settings -> Accounts and Settings -> Catalogs areas.
For Transaction Types and Activities, the fields are listed in the tab of each individual Activity Type.
For example, Settings -> Sales Activities -> Transaction Types, then edit the Transaction Type you wish to map the fields for and go to the Fields tab to see the full list of fields.