Batch Data - MegaEdit

Overview

MegaEdit has the functionality to allow batch uploads using variable placeholders in a template that users can upload their batch data against. Here we look at the Standard Batch Script and how to apply to a product.

Setup

Firstly, enable the script against your chosen dynamic product under the dynamic products setup displayed below.

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This script is to used in conjunction with a dynamic product that is using the CSV Plugin option.  It enables the dynamic product to read a CSV or TXT upload file.  You can also tick the script for "Standard Batch Upload options" which allows for .xls and .xlsx files to be used on a dynamic CSV product.

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Once you have applied these settings, you can move to the editor and set up your placeholders for a batch template.

When you are inside the editor, you will see some buttons for the Placeholder options

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Once you click on the 'Add' button, it will give you a pop up that allows you to create your own placeholder:

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This will then add a placeholder to the canvas with this format: [++LastName++].... this enables the user to match their data with the placeholder using the mapping option when the batch data is submitted.

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As you add in placeholders a dropdown list will be created - this is so you can re-use the placeholders on other text fields and pages of a template.  You click the button 'Use' to apply the placeholder selected to the canvas. 

 

Once you have finished adding your placeholders, you can then upload your data file using the Upload buttons.  This will give you a pop up where you can map your batch data to the placeholders.

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MegaEdit will try to auto map the placeholder name to a column name from the batch data.  Or you can uncheck the the blue tick and manually map the placeholders to the batch column data.

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Once the data is mapped, you need to click 'Preview' to see the batch data in place.  You will be able to search through the first 5 records by default - and then add to basket to order your job.

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