Update data for existing materials via import
You can update data for materials already existing in Katana in bulk via XLS import.
The most typical use cases include:
- Importing Variant codes (SKU) to existing materials in Katana. If you have a long list of materials without Variant codes in Katana, it might be more efficient to generate the codes in the spreadsheet and upload into Katana than entering Variant codes manually directly into Katana.
- Updating Material names, Categories, Default Suppliers and Purchase Prices for materials in bulk.
The overwriting template and workflow in Katana are separate from the functionality of importing new materials. Read more about Adding new materials via XLS here.
How to bulk update data for existing materials via import?
1. Navigate to "Settings" -> "Import data" in Katana.
2. Find the "Update existing materials" section and select "Download template".
3. A spreadsheet (XLSX format) with all your existing Katana material data will be downloaded. This template includes a "Katana ID" column, which we will use for matching the imported materials with materials existing in Katana.
4. Make the preferred changes to material data in the spreadsheet.
5. Import the XLSX file back into Katana by selecting "Upload data" next to the "Update existing materials" in the "Import data" section.
6. Updated data in the spreadsheet will overwrite existing material data in Katana.
Tip: Creating .xlsx on Mac. Open the spreadsheet in Numbers and choose File -> Export to -> Excel... from the menu at the top of your screen.
Tip: Creating .xlsx in Google Sheets. Open the spreadsheet in Google Sheets and choose File -> Download as -> Microsoft Excel (.xlsx).
Which rules are applied to the import?
1. Imported materials are matched to existing materials in Katana by "Katana ID" included in the spreadsheet. This ID is not visible to the user inside Katana, it's a value purely used for matching the materials.
2. Imported materials with no "Katana ID" match in Katana will be skipped during import.
3. Any changes to any columns in the spreadsheet will update the respective data for materials in Katana. The only exception is the "Material variant" column, which is included in the spreadsheet for better identification purposes for the user (changes to this column will not overwrite any data in Katana).
4. If a material has multiple variants, then changing the "Material name" in the spreadsheet for only one variant will not split the material variants into multiple material cards in Katana, but will overwrite the material name for the original material.
5. Empty cells are ignored during import. Existing data in Katana will not be overwritten with blank values.