Using Copy Data action

Modified on Sat, 28 Sep at 11:54 AM

In many cases, multiple products share the same information. Example: different models having same sizes might need these same sizes distributed across multiple products keeping all another fields unchanged.


The "Copy data" function allows quickly set value(s) for multiple fields. The functionality is available in Products and Gemstones pages. 

  • Select products/gemstones to update the fields
  • Go to Actions -> Copy Data


Select one of the following modes:

  • Between Products - Copy field values from source product to destination products
  • Between Fields - Copy field values from the source field(s) to the destination field(s) inside the product
  • Set New -  Set/Overwrite field values in the products
  • Replace -  Search and replace a word or a phrase in selected field(s)
  • Aggregate - combine values from multiple fields into one field


Between Products


This option copies selected field values from one product to another(s).

  • Copy From - select the source product
  • Copy To - to change destination products use Expand button
  • Fields - the field(s) to copy
  • Recent copies - the 3 most recently used field selections
    • useful when updating same fields of different products
  • Click "Start"



Between Fields


This option copies values between fields of the same type, inside the selected product(s).

  • Select the products
  • Click +Add to specify the Source and desired Destination field(s)
  • Click "Start"



Set New


This option allows adding new values to multiple product fields or overwrite existing values. 

  • Select the products
  • Click +Add and select the Field(s) to update
  • Set new Value/s
    • For each type of field, matching input method is displayed (selection field, free text, single line etc)
  • Click "Start"




Replace


This option searches and replaces a word or a phrase inside selected fields

  • Select the products
  • Click +Add and select desired fields to update
    • In the Find what box, type the text you want to search for.
    • In the Replace with box, type the text you want.
  • Click "Start"

Aggregate


This option aggregates values from multiple fields into 1 field (type Select-Multiple). All values from source fields will be inserted in to the destination field as separate values.

  • Select the products
  • Click +Add to specify multiple Source fields and Destination field 
    • Source field - from which the value is taken
    • Destination field - to which the value is taken
  • Click "Start"




Update translations: if using Valigara in multiple languages, this option pastes the copied value in all available languages. F.i. if you copy the City value = New York, checking the "Update Translations" will propagate this value in English, Spanish translations of the field.


Overwrite: defines whether to update fields, which already have values. When checked, all fields are updated, while when unchecked, fields with existing values are skipped.


  • To avoid batch errors, make sure that the data you're trying to copy, matches the Destination field type requirements
  • When using "Copy data" in the Model page, Valigara sets the "Main product" as the Source, and "All products from this model" as the Destination jewelry
  • Leaving the "Overwrite" option unchecked allows quickly filling in the missing information while keeping the existing values untouched. 



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