Store CSV import

CRM · Store CSV import

Bulk store create/update from CSV with ~30 mappable attributes including address, categories, social handles, IBAN, fiscal name, tenant code, Fideliza code, surfaces and gift-card settings.

Area	CRM
Routes	crm.commerces.import
Centre modules	crm
Staff levels	root · admin · commerce
Models	commerce · load
UI label	import-csv.column-database
Coverage	3 use cases · 1 happy · 3 failure

How it works

Same engine as the customer import but with the store attribute list and no channel requirement. Notably mappable: company-reference-number, fideliza-code, tenant-code, pin, sale-price, surface, showcase-surface, commerce-admins, commerce-tags, gift-card-active, gift-card-fiscal-name. The tightest permission of any import — root/admin only.

Use cases

Why someone opens this (3)

• Onboarding a centre’s full tenant list in one pass.
• Bulk-updating tenant codes before enabling the Yardi export.
• Mass-assigning store labels or administrators.

Path map

flowchart LR
    F(["Store CSV import"]):::feat
    F --> H1["Stores bulk-updated"]:::ok
    F -.-> X1["Duplicate column mapping"]:::bad
    F -.-> X2["Rows rejected"]:::bad
    F -.-> X3["Insufficient permission"]:::bad
    classDef feat fill:#157068,stroke:#157068,color:#ffffff,font-weight:bold
    classDef ok fill:#e3f1ea,stroke:#0d6b42,color:#0d4a2e
    classDef bad fill:#f7e6e2,stroke:#9a2d1c,color:#6e1f13

Happy paths

Stores bulk-updated

1. Admin downloads the store template, fills it and uploads.
2. Columns auto-map; the match key is set to id (default for non-user models).
3. load.validate() passes and the import job is queued.
4. Store directory reflects the changes.

Failure paths

Duplicate column mapping

Cause — Two CSV columns mapped to one attribute.

What happens — error.load.repeated-fields.

Rows rejected

Cause — Invalid category, unknown zone, malformed URL per row.

What happens — Reported in informative-message.import-csv.error; the frontend does no per-row pre-validation.

Insufficient permission

Cause — Role is not root/admin.

What happens — The import route’s can check rejects entry.

QA checklist

Tick these off while regression-testing this feature. The boxes are plain Markdown, so progress is visible in git diffs.

• ✅ Stores bulk-updated
• ⛔ Duplicate column mapping
• ⛔ Rows rejected
• ⛔ Insufficient permission

Implementation

• app/controllers/crm/commerces/import.js
• app/routes/crm/commerces/import.js
• app/components/nf-import.js

Translation keys (4)

Key	English
import-csv.column-csv	CSV Field
import-csv.column-database	Database field
error.load.repeated-fields	There are fields have been selected more than once. Please select a single database field for each CSV column.
informative-message.import-csv.error	The following errors have occurred

Related

• Same area — Customer list & filtering · Customer create & edit · Customer deletion with unsubscribe notice · Customer CSV export with column picker · Customer CSV import · Children CSV import · AI natural-language customer filter · Save current filters as a segment · Segment list, refresh & export · Segment builder with automatic tag actions · Segment categories · User tags (user types) · Customer receipts tab & ticket-stamp generation · Customer loyalty — raffle tickets · Customer loyalty — cards & stamps · Customer loyalty — rewards · Customer loyalty — coupon exchanges · Customer children (dependants) · Receipt verification queue · Store list, filters & exports · Store create & edit · Store labels (store types) · Customer action log (dormant)
• Shares data with — Activity editor (loyalty mechanics, rules & targeting) · Proposal editor (content, coupon, push, AI images) · Multicentre proposals · Store sales declaration & month closing · Sales status overview & Yardi export · Annual sales statement · Intranet communications (threads, confirmations, authorisations) · Files management

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Generated from doc/feature-inventory.json · id crm-commerce-import · commit 276788ca6