The Data Management Tool in Younium enables you to import, update, and edit products and orders in bulk. To prepare your files correctly and avoid errors, it’s important to first understand both the workflow for importing data and the hierarchies that structure products and orders.
This guide covers:
The general workflow when importing or updating data.
The product and order hierarchies.
Simple examples to help you visualize how data is organized.
General Workflow: Importing and Updating Data
When you go to Settings > Data Management, you’ll follow the same basic steps whether you’re importing new data or updating existing records:
Choose Method
Currently supported: Import (used for both creating and updating data).
Select Entity
Pick which object you want to work with, such as Product or Order.
Select Action
Choose the action you want to perform (e.g., Import Products, Import Orders, Update Products).
Add Source File
Upload your prepared CSV file.
Supported format: CSV
File size limit: 10 MB
Apply Data Mapping Template (optional)
Re-use a saved mapping template if your files follow a consistent format.
Templates can be updated or saved as new templates.
This saves time and ensures consistency across imports.
Map Fields
In the Data Mapping step, connect your CSV file columns (Source Headers) to the correct Younium Fields.
Define Grouping Identifiers (Order, Product, Charge, Price Group) to tell Younium how rows belong together.
At the bottom of the page, you’ll find a log that tracks:
Unmapped rows.
Errors that must be fixed before the import can run.
💡 Tip: You can update your CSV file directly on your computer, then simply re-upload it into the same mapping session — no need to exit and restart.
Run Import
Once mapping is complete, run the import.
The system validates your file and processes all rows into Younium
Product Hierarchy
Product data in Younium is structured across four hierarchical layers:
Product
Charge Plan
Charge
Charge Detail
Example: Simple Product
Description
Product: “Basic Subscription”
Charge Plan: Standard Plan
Charge: Monthly Fee
Charge Detail: €100 / month
Model (CSV-style):
| Product Name | Product Type | Product Group Identifier | Charge Plan Name | Charge Plan Group Identifier | Charge Name | Charge Type | Charge Group Identifier | Price | Currency |
|---|---|---|---|---|---|---|---|---|---|
| Basic Subscription | Simple | A | Standard Plan | A | Monthly Fee | Recurring | A | 100 | EUR |
Example: Product with Multiple Charges
Description
Product: “Enterprise Subscription”
Charge Plan: Premium Plan
Charge 1: Base Fee → €1,000 / month
Charge 2: Support Fee → €200 / month
Model (CSV-style):
| Product Name | Product Type | Product Group Identifier | Charge Plan Name | Charge Plan Group Identifier | Charge Name | Charge Type | Charge Group Identifier | Price | Currency |
|---|---|---|---|---|---|---|---|---|---|
| Enterprise Subscription | Full | A | Premium Plan | A | Base Fee | Recurring | A | 1000 | EUR |
| Enterprise Subscription | Full | A | Premium Plan | A | Support Fee | Recurring | B | 200 | EUR |
Order Hierarchy
Order data in Younium is also structured into four hierarchical layers:
Order
Order Product
Order Product Charge
Order Product Charge Detail
Example: Single Product Order
Description
Order: Customer A, Subscription Order
Order Product: Basic Subscription
Order Product Charge: Monthly Fee
Order Product Charge Detail: €100 / month
Model (CSV-style):
| Account Name | Order Group | Product Name | Product Group | Charge Name | Charge Group | Price | Currency |
|---|---|---|---|---|---|---|---|
| Customer A | A | Basic Subscription | A | Monthly Fee | A | 100 | EUR |
Example: Order with Multiple Products
Description
Order: Customer B, Subscription Order
Order Product 1: Enterprise Subscription
Charge: Base Fee → €1,000 / month
Charge: Support Fee → €200 / month
Order Product 2: Implementation Package
Charge: One-Off Fee → €5,000
Model (CSV-style):
| Account Name | Order Group | Product Name | Product Group | Charge Name | Charge Group | Price | Currency |
|---|---|---|---|---|---|---|---|
| Customer B | A | Enterprise Subscription | A | Base Fee | A | 1000 | EUR |
| Customer B | A | Enterprise Subscription | A | Support Fee | B | 200 | EUR |
| Customer B | A | Implementation Package | B | One-Off Fee | C | 5000 | EUR |
Summary
Products and orders both follow four-layer hierarchies.
Products: Product → Charge Plan → Charge → Charge Detail
Orders: Order → Order Product → Order Product Charge → Order Product Charge Detail
Examples above illustrate the difference between simple and complex setups.
As soon as you introduce multiple layers, Younium needs to understand what details belong to what product or order.
The grouping identifiers act as little helpers to define whether the information on a source row is unique or should be linked together with other rows.
👉 Next steps:
In Guide: Import / Update / Upsert Products, you’ll learn how to apply grouping identifiers to product
In Guide Import & Edit Orders, you’ll learn how to use grouping identifiers when importing orders.