WebStore 10) Manual CSV Sync (No Connector tool)

Manual CSV Sync (NO connector tool)

GOAL: Upload product updates from your POS system into the Dakis WebStore manually.

PRO TIP BEFORE YOU GET STARTED

Make sure every product in your POS has a SKU and a UPC code.
Having both ensures accurate matching, faster imports, and fewer errors when syncing with your dakis WebStore. It’s a simple step that will save you hours down the line and make future updates much smoother.

 STEP-BY-STEP: POS → Dakis WebStore

1. Export your POS data as a CSV

  • Use the export functionality in your POS to generate a CSV file.
  • Make sure to include:
    • SKU
    • Name (English/French)
    • Price
    • Quantity
    • Other columns like image, brand, description, depending on what you support.

2. Format your CSV for Dakis compatibility

  • Open the CSV in Excel or Google Sheets
  • Adjust the column headers to match Dakis’ expected column names
    • For hard goods: sku, name, reg-price, quantity, image, etc.
    • For gifts: name-en, description-fr, price-per-page, etc.
  • Save as .csv using UTF-8 or text encoding.

TIP: Export the CSV file from your mydakis account to see the dakis column headers. Navigate to: Inventory → CSV WebStore Products Import/Export

3. Login to your Dakis Admin (MyDakis)

4. Go to the CSV Import Section

  • Navigate to: Inventory → CSV WebStore Products Import/Export
  • Choose the option to Import CSV
  • Select whether you’re importing Merchandise or Gifts

5. Upload the CSV

  • Use the upload field to browse and select your .csv file
  • (Optional) Enable options like:
    • Overwrite existing items
    • Allow deletions (if your file includes removed items)
  • Click Upload / Import

6. Check import progress & logs

  • Dakis will show a summary of the import (warnings, errors, or success)
  • Fix any issues directly in your CSV and re-upload if needed

7. Verify in your WebStore

  • Once the import is complete, go to your live store and verify:
    • Product prices
    • Stock levels
    • Visibility / categories
  • Use Preview Mode if you don’t want changes to appear to customers yet

Tips for Retailers

  • Always back up your POS and Dakis data before importing
  • Use a test product or a small product set to verify your formatting
  • Keep column naming and value formats consistent
  • Schedule regular updates manually (weekly or monthly)


ADVANCE PRO TIPS

Time-Saving Tricks for Retailers Syncing POS → Dakis WebStore

1. Use a Master Mapping Template

Create an Excel workbook with:

  • Sheet 1: Raw POS Export (Paste new data here each time)
  • Sheet 2: “Formatted for Dakis” — this pulls data from Sheet 1 and applies formatting
  • Use formulas like =IFERROR(VLOOKUP(...)), =TEXT(...), and =IF(...) to clean and format data.

Reuse the file each time by just pasting in new data in Sheet 1.

2. Use Power Query (Get & Transform Data)

  • Go to Data → Get & Transform → From File
  • Import your POS CSV
  • Apply transformation steps:
    • Rename columns to match Dakis
    • Filter out invalid rows
    • Format text, clean up values
  • Click Close & Load To... a new sheet for your Dakis export.

Next time: Just click Refresh to redo the entire process with updated input.

3. Save Output as CSV with a Macro

  • Use a small VBA macro to save the Dakis sheet as a .csv in one click:

vb

Sub ExportDakisCSV()

    Sheets("Formatted for Dakis").Copy

    ActiveWorkbook.SaveAs Filename:="C:\Exports\dakis_import.csv", FileFormat:=xlCSV

    ActiveWorkbook.Close False

End Sub

💡 Bind this to a button for one-click export.

4. Standardize Column Headers with Named Ranges

  • In your template, name cells like sku_header, price_header, etc.
  • Use =Sheet1!A2 formulas below to map dynamically from POS to Dakis

Keeps everything clean and structured.

5. Use Excel’s Table and Structured References

  • Convert your working area to a Table (Ctrl + T)
  • Makes formulas readable: =[@SKU], =[@Price]
  • Easier to copy across and reduces errors when rows change

6. Create a Validation Checker Sheet

  • Build a third sheet that checks:
    • Are all SKUs filled?
    • Are prices numeric?
    • Are quantities non-negative?
  • Use conditional formatting and formulas like:
    • =ISNUMBER(A2)
    • =LEN(A2)>0
  • This flags issues before you upload to Dakis.

7. Bonus: Automate with Google Sheets + App Script

If you are comfortable online:

  • Use Google Sheets with a script to:
    • Fetch POS CSV from cloud drive
    • Reformat automatically
    • Download as CSV
  • Can integrate into a Google Drive sync workflow.

8. Ask ChatGPT to help you!

  •          Always back up your POS and Dakis data before importing
  •          Use a test product or a small product set to verify your formatting
  •          Keep column naming and value formats consistent

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