Loading new data

If your source data is contained in a new file – e.g. a new export from your product information management system or website.

1. Click the information icon on the relevant EasyCatalog Panel. A window will pop up.
2. Click the “Configure” button near the top of the window.
   
3. Click the “Choose” button from the next window.
   
4. Navigate to the new file and choose “Open”. Double check that the file is correct!
5. Choose “OK”
6. You will return to the window shown in step 2.
7. Click the “Synchronise” button.
8. The date next to the “Synchronise” button should now change to the current date. Depending on the number of changes in the newly selected files a number of records may be shown as Deleted, Inserted or Updated.
9. If there are records shown as Deleted select “Purge” to remove them from the data panel.
10. Choose “Done” to return to the data panel. You can now use the new/updated data to create automated content.

Updating existing data

If values within your existing data file have changed – e.g. you have updated pricing for 20 products.

1. Click the information icon on the relevant EasyCatalog Panel. A window will pop up.
   
2. Click the “Synchronise” button.
   
3. The date next to the “Synchronise” button should now change to the current date. Depending on the number of changes in the newly selected files a number of records may be shown as Deleted, Inserted or Updated.
4. If there are records shown as Inserted or Deleted you may need to re-create your automated content.
5. Choose “Done” to return to the data panel.
6. Your product data on the page will reflect the new data values.

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