Import Favorites
Through this process, you can define favorite articles for a customer.
To import a file with favorites, make sure to have the articles listed in an Excel sheet with the following columns: Article Number, Notes (optional), and Tags. To import a file with favorites, follow these steps:
- Click the Import button, the following window appears:
![](https://guides.trasix.one/wp-content/uploads/2022/01/import-fav.jpg)
- Click Select to browse for the file you want to import,
- Select the file then click Open, the name of the file you selected appears in its field, click Next, the following window appears:
![](https://guides.trasix.one/wp-content/uploads/2022/01/fav-sheet-imort.jpg)
You can click Back to return to the previous window.
- Select the sheet you want from the dropdown list in case your Excel file contains more than one sheet,
- Click Next, the following window appears:
![](https://guides.trasix.one/wp-content/uploads/2022/01/mapping-fav.jpg)
- Select the column of the sheet that matches each field, you can search for the field you want using the search field, then click Next, the following window appears:
![](https://guides.trasix.one/wp-content/uploads/2022/01/import-fav-all.jpg)
- Click the radio button next to the import method, either all rows or rows that match certain criteria, a validation window appears informing you if records are valid or not, if not, you need to fix the sheet then import the file again,
- Click Next, the following window appears:
![](https://guides.trasix.one/wp-content/uploads/2022/01/import-fav-all-1.jpg)
- Click Submit, the progress is displayed,
- Wait until the job is finished, then refresh the page, the imported values are listed.
Notes:
- If changes are not reflected on the page, refresh the browser by pressing F5.
- If any of the records are invalid, you can skip them by clicking the checkbox next to Skip invalid rows as shown in the below example:
![](https://guides.trasix.one/wp-content/uploads/2021/09/skip-invalid-rows-t1-1024x565.jpg)
The Next button is activated, and you can import the valid rows.