CHILI Document link via CSV Upload

CHILI Document link via CSV Upload

Link one or multiple CHILI Documents via CSV Upload

Once you’ve completely designed your CHILI Document (or documents) and configured the variables, it’s time to link within printIQ so end users may order the product.



A number of printIQ components and functions will need to be understood first:
  • Which customer is your CHILI Document intended for?
  • What retail pricing is your customer referencing?
  • What Product Category will the CHILI Document be linked to?
  • Can you receive a price from a Custom Quote session based on your intended stock, processes and operations?

Additionally, from your CHILI Document, you will need to understand the following:
  • What is the unique Item ID of your CHILI Document, or documents?
  • What, if any, is the unique Item ID of the CHILI Workspace you wish to confine end users to?
  • What, if any, is the unique Item ID of the CHILI View Preferences you wish to display to end users?

Accessing CSV File

Once you’ve noted the necessary information, locate the ProductCreationTemplate Excel CSV file. This will have been provided during training, or you may access from Admin / Factory Capabilities / Upload Factory Capabilities and hit the Download Template CSV link.



Open and save it as a version for the specific products you will be creating: i.e. PIQ_ProductCreationTemplate_CustomerABC.csv. Once saved, enter a “Session Name” (see example below, an alphanumeric “Product Code” (a 3 – 5 character prefix followed by a number starting at 1000), and your “Tree Node” (noted earlier). Hit Save.

Below is an example of a standard “Pricing CSV” file with the header included for reference. Note that the header may be deleted before any upload; it will be easier to alter any value later without downloading and re-uploading the file. Additionally, the properties (process, section, side, etc.) you establish are hard coded for the product; the end user does not configure these during quote stage.



Explanation of CSV columns

A (Site) -  This is generally ‘FACTORY’
B (Session Name) – This field can be altered to reflect the description of the products being uploaded.
C (Product Code) – This must be individual for every product entered.
D (Tree Node) – This relates to the individual ‘Node’ created for the produce – see help file ‘Build the ProductTree’. Otherwise, existing Tree Nodes can be found under Admin / Factory Capabilities / Manage Product Categories. Note: your intended category may be a child of a parent category.
E (No Sections) - Specify the number of sections this product will contain
F (Section Type) - Enter the section type. Options are: Single-Section, Text, Cover, Other, (Front or Back – may only be applicable to side section denoting)
G (Stock) – The stock code must be entered here. To locate in printIQ, go to Admin / Configure Factory / Stock (under Inventory section).
H (Fold Catalogue) - You need to enter a code from the fold catalogue. To locate in printIQ, go to Admin / Configure Factory / Fold Catalogues (under General section).
I & J (process Front and Back) - This is where you enter the colours per side. To locate in printIQ, go to Admin / Configure Factory / Processes (under Inventory section).
K though S, and V through X (Section, Side and Job Finishing) properties may be defined here; up to three specifications. If you require more than the three, separate multiples in a singular cell by a semi-colon. To locate available Operations in printIQ, go to Admin / Factory Config / Job Operations (under Equipment section).

FIELDS OF NOTE:

T & U (Max and Min Page) – This must always be set to 2 and 2. This represents a Front and Back.
Y (Size) – The job size is entered here. You need to use the ‘Short Name’ as reference. To locate in printIQ, go to Admin / Configure Factory / Finish Sizes (under General section).
Z (Pricelist) – This is the name of the ‘Wholesale’ pricelist you wish to link to. This must be the same Wholesale pricelist linked to the Retail pricelist of your intended customer. Go to the intended Customer Details page and note the Selected Price Lists. Then go to Customers / Manager Price Lists and select one of the price lists you just noted: note the wholesale pricelist this retail pricelist inherits from. Note: the wholesale pricelist pricing method is overridden by CSV for Primary Pricing. You may have, in turn, your retail pricelist pricing method set to percentage markup.
AA (Pricelistlevel) – Leave as Catalogue Products
AB (Tag) – A reference tag only

AC (PriceType) – Enter ‘3’: this equates to the Fixed Quantities Pricing Method in your wholesale pricelist, and will inform printIQ to reference the quantities and pricing structure you specify in columns AI through CP.

AI – CP (Quantity1, Price1, etc) – There are up to 30 ‘Price’ breaks you can enter here. You can adjust the ‘Quantity’ columns to any quantity break you require.

CQ – FC (Setion-Type-2, Stock-2, etc.) – You may configure up to four more unique stocks, processing and finishing specifications. In general, CHILI Document Products are specific to initial settings for columns F – J.

FD (VarData Artwork Download) – Whether you allow end user to download the CHILI product after configuring the variables and saving, but before they accept the quote. Please leave this value blank, and control this setting under your Product Categories. Go to Admin / Factory Capabilities / Manage Product Categories. Select your desired category, and near the bottom, control the Var Data Artwork Download Type drop-down list.



If Low Resolution is selected, this configuration is controlled in CHILI. Go to the Output pane of your root environment, left menu. Select PDF Export Settings. A default ‘LowRes’ setting may be modified (do not alter the name). A watermark, for instance, is controlled via the Security tab, Watermark text area.



FE (VarData TemplateID) – The CHILI Document Item ID. This can be found by highlighting the CHILI Document, select the INFO tab and note the unique, system generated Item ID string.



FF (VarData System Name) – This is your printIQ system name. It’s essentially your Site name, located when viewing any Customer Details page and noting the Parent Site designation. But remove spaces (if any) from the site name. You may also view they System Name from the Single Product Creation screen.



FG (VarData Environment) – This is your CHILI environment name. This is located in your root CHILI Environment, left menu. Drop-down Environment and select Settings. This name cannot be altered.



FH (Bypass Artwork Submission) – Enter ‘1’ for Yes, as the end user does not upload artwork; the CHILI engine creates the artwork from saved template data during quote stage. All Saved and Quote Approved artwork will sit in your CHILI Environment / DOCUMENTS pane / Documents / CustomerFiles folder.



FI (VarData ExtraData) – The CHILI Publish system’s Workspace, View Preferences, FLASH / HTML5 editor, DataSource and PDF Export Setting specification(s). Pull the Workspaces and ViewPreferences from CHILI Environment / DOCUMENTS pane, WorkSpaces selection; or the ViewPreferences selection. For Flash or HTML5 control, reference “UseHtml5Editor”: “true”. If a data source is used, reference “UseDataSource”:”true”. When a data source is used, printIQ will need to export a multipage PDF. Reference “PdfExportSetting”:”<the name of a PDF Export Setting supporting Create DataSource Output>”. You can reference one, two or all five separated by semi-colon. Example below:

Workspace:f88e3c0e-d047-4971-8a10-b67db972fc23;ViewPreferences:b5782556-bddd-45cf-8c39-192bb2ea6630;UseHtml5Editor:false;UseDataSource:true;PdfExportSetting:Default_Datasource

FJ (Description) – What the end user reads as Product Description when quoting, rather than system generated breakdown of stock, process and size. Only spaces or the following non-alphanumeric characters are allowed:

\n = new line
\c = , or a comma
\q = “, or quotes


FK – FX – Other unique section property preferences that in general are not used when linking a CHILI Document to printIQ product(s).

You may fill as many rows as you have CHILI documents for respective Product Category or categories.

Importing CSV

Once you’ve saved your .csv file, in printIQ, navigate to Admin / Factory Capabilities. Under the Capabilities area, select the Upload Factory Capabilities link. Select Choose File and browse to your .csv file and hit Import below the Select Product Suppliers (Optional) field.



Optionally, you may copy & paste text from the .csv into the free text field, then hit Import below.
A message will appear describing how many products have been read. If there are errors, they may be due to incorrectly referencing stock or finishing size codes. Then hit Create Products; ensure all products are created successfully.



Then hit View Created Products. The next window allows you to move all newly created products from Draft mode to Active. In the Session Actions box, simply hit the Activate Draft Products to activate them all.



The import process is complete. Go to a Simplified Quoting session, isolate a specific Customer (if necessary) and test order your CHILI Document.

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