Beauty Advisor - mass imports

Getting started

Using the administration panel, you can perform:

• mass update of BA clients
• mass import of new BA clients
• mass import of new BA consultants
• mass update of BA consultants
• mass customer anonymization

You can perform all types of imports in the Import / Export> Import section Dedicated descriptions are included in the following chapters of the article.

 RememberMass import – an operation that allows the to collective add new data to the administration panel as well as modify and delete the existing data. The operation is initiated by loading one import file or a set of appropriately constructed import files in the indicated location in the administration panel.

 RememberFor basic information on BA commerce, see the article Beauty Advisor - getting started.

Import / Export> Import section

Table of Contents:

• Description of “Import” tab
• Mass update of BA clients
  
  • Full import version
  • Lite version
• Import of new BA clients
• Mass update of BA consultants
• Import of new BA consultants
• Import of BA customer anonymization

 

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Description of “Import” tab

Below you will find a description of the possible actions in the Import tab.

Import tab in the Import / Export> Import section

 

• File – option to choose an import file from the local disk. The file format
  depends on the type of import performed.

• Type – specification of the type of import performed.

• Options – option to perform a test import. The operation will not end with data import, but you will receive a report that allows to verify whether the import result is correct.

• Import file – click the button to start mass import. Selecting this button and confirming the form will start data processing.

All types of imports described in the current article can be performed by following these steps:

1. Select the import file from the local disk.
2. Indicate the type of import.
3. Press the Import file button.

 

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Mass update of BA clients

Due to the current limitations in the import of Excel files, you can perform two types of import (full version import and lite import). Each type is described in the following section. The current import is limited to approximately 100,000 rows. This limit will be extended with further updates.

 RememberImport is possible only for users of the administration panel assigned to one of the following groups:
- Administrator
- Super Administrator
- Root
More information on the administration panel user groups is available in the article User groups in the administrative panel

Full import version

The full import version (import type: “Customer contact database for Consultant update”) contains all the updateable data about the BA customer. Below you will find descriptions of the columns in the import file.
 

Import file content (file type) : „Customer contact database for Consultant update”

 RememberThe fields marked with an asterisk (*) are mandatory fields. If the field remains empty, the import of the given record will return an error.

Specification of the import file

• file format: .xlsx
• file name: any name

 

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Import of new BA clients

With the type of import: “Customer contact database for Consultants – import XLSX” you can import new BA clients that do not exist in the admin panel.

 RememberImport is possible only for users of the administration panel assigned to one of the following groups:
- Administrator
- Super Administrator
- Root
More information on the administration panel user groups is available in the article User groups in the administrative panel.

  RememberIf, during import, the system detects a row in the imported file containing the BA client that exists in the administration panel, then the import of a given record will return an error.

The content of the imported file is identical to the mass update of BA clients in the w Full import version.

Specification of the import file

• file format: .xlsx
• file name: any name

 

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Mass update of BA consultants

Import type: “POS Users” allows modification of data of BA consultants, who are in the administration panel. Below you will find descriptions of the columns in the import file.

  RememberImport is possible only for users of the administration panel assigned to one of the following groups:
- Super Administrator
- Root
More information on the administration panel user group is available in the article User groups in the administrative panel

  RememberIf, during import, the system detects a row in the imported file containing a new BA consultant, then the import of a given record will return an error.

 

Import file content (file type): “POS Users”

• id - A unique customer identification number generated by the application.
• first_name - BA consultant first name.
• last_name - BA consultant last name.
• email - BA consultant e-mail address.
• mobile - BA consultant phone number.
• active - a field defining the activity of the BA consultant’s account in the administration panel. The value “1” means an active account, and the value “0” - inactive.
• last_login_date - the last date and time when the BA consultant logged in to the administration panel. The parameter value is generated by the application. Import does not overwrite the values in the administration panel.
• group_name - group to which the BA consultant is assigned in the administration panel. More information on the administration panel user groups is available in the article User groups in the administrative panel
• pos_reports_number - POS store number assigned to the BA consultant, used for reporting purposes.
• ba_pos_number - POS number assigned to the BA consultant in the administration panel.
• default_altshop_id - unique identification number of the default altshop, assigned in the administration panel to the BA consultant. For more information on altshop, see Alt shops - Introduction

Specification of the import file

• file format: .xlsx
• file name: any name
  
  

• NAME - BA consultant first name.
• SURNAME - BA consultant last name.
• SHOP_ID - shop to which the consultant is assigned.
• EMAIL_ADRES - BA consultant email.
• MOBILE_NUMBER - BA consultant telephone number with country code telephone.
• LANGUAGE - language in which the BA consultant will use the administration panel.
• BA_GROUP - group to which the consultant is assigned. Type of import: “Admin user import XLSX” allows to assign only one of the following groups:
  • Beauty Advisor
  • Beauty Advisor CC
  • Beauty Assistant Franchise
  • Super Beauty Advisor
  • Super Beauty Assistant Franchise
    The administration panel user groups are described in the article User groups in the administrative panel.
• DEFAULT_ALTSHOP - default altshop assigned to the customer.  More information on altshops is available in the article Alt shops - Introduction

  RememberIf, during import, the system detects a row in the imported file containing a BA consultant that exists in the administration panel, the import of a given record will return an error.

  RememberImport type: "Admin user import XLSX" only allows you to import employees who are assigned to one of the following groups:
- Administrator
- Super administrator
- Root

Specification of the import file

• file format: .xlsx
• file name: any name

  RememberImport type: "Anonymization of the customer contact database for Consultants" can be used by users who are assigned to one of the following groups:
- MC business admin
- Administrator
- Super Administrator
- Root
The import is not limited to the users assigned POS, so users having one of the above-mentioned groups will be able to anonymize all BA users without any restrictions.

Visualization of the example BA customer anonymization xlsx file

As the import searches for the ID column, any .xlsx file can be imported, and the import mechanism will ignore all columns that are not labeled as ID and import ID's from the ID column.

 NoteThe anonymization process cannot be undone after the initiation. Please make sure that the imported file has the correct customers.

Specification of the import file

• file format:
  • .xlsx
  • .csv, delimiter: ; and enclosure: " , encoding: UTF-8.
• file name: any name