Create a catalog using ERP, PIM, CRM or e-commerce software

ERP (Enterprise Resource Planning), PIM (Product Information Management), CRM (Customer Relationship Management), or E-commerce are at the core of your company’s information, from technical data to sales and shipping information, to customers’ and suppliers’ contact information. Let’s analyze how easy it is to create a professional document in Adobe InDesign and PDF format (catalog, price list, brochures, etc.) using the data stored in these powerful business applications. Let’s see how to do it together:

This large amount of data is stored in business software  that needs to be accessible at any time and anywhere, easily updated, analyzed, and compared with speed and accuracy. Business-management software is an essential tool for streamlining all of your company’s workflows: production, research and development (R&D), purchasing, sales and marketing, human resources (HR), accounting, and finance departments.

All of these software packages can put data into an easy-to-read spreadsheet (Microsoft Excel, CSV, TXT, or XML format) that will allow you to develop your business communication strategy by providing information to your favorite media: e-commerce, print catalog, flipbook, mobile app, and so on.

Create a price list using ERP

What is ERP?

Enterprise resource planning (ERP) is an all-in-one software package that covers all of a company’s core processes, such as finance and accounting, management accounting, human resources, manufacturing, order processing, supply chain management, project management, customer relationship management (CRM) and data services. The main function of an ERP package is to streamline processes and information across the company. ERP systems are usually on-premises, cloud-hosted, or SaaS.

How can you create a catalog from ERP?

Starting from scratch, you will need a data file and an InDesign layout to create a professional catalog. The good news is that all ERPs can export data in the Excel, CSV, and TXT formats. About the layout, you can create an InDesign template yourself, or ask a graphic designer/agency to create one. When you have both files ready, there are two options available:

  • Create a catalog manually
    (requires days/months of copy-pasting to create the first version. Then, whenever you need to make changes, you must re-edit the whole project) or;
  • Create a catalog automatically
    (you can get the latest version in a few minutes).

Reduce the number of errors, speed up workflow and time-to-market using your custom template, saving on time and costs are just some of the benefits you can get using a cloud database publishing service like Pagination. When the product information is ready, you only have to run a pagination and you will have ready-to-print and web-ready documents in a jiffy. The marketers will be happy, and the designers can focus on their main task: creating beautiful and functional graphics artifacts! Check the next paragraph on how to export data from the most used ERPs.

How can I export data from ERP?

Microsoft Dynamics
Microsoft Dynamics Nav export to excel

It’s easy to export data in Excel in both Microsoft Dynamics NAV and Microsoft Dynamics 365. Check out this tutorial to discover the best approach.

SAP
SAP export to excel

SAP’s ERP enables you to export your data as various spreadsheet formats, such as XLS, XML, and ODS. This SAP ERP tutorial helps you do this.

Sage ERP
Sage export

With Sage, you can export the various reports in CSV format. Here is a brief tutorial.
Oracle Netsuite
Oracle NetSuite export to excel

To learn how to export Excel and CSV format with Oracle NetSuite, you can check out this video by the Rand Group, which gives an example of how to export your customers’ data.

Infor
Infor export to Excel

With Infor, you can follow a simple procedure to export program data to Excel. Check it out in this Infor guide.

Epicor
Epicor
Check out this video tutorial to master how to export data from Epicor’s ERP.

Create a catalog using PIM

What is PIM?

PIM stands for “product information management.” It is a type of software that allows you to aggregate all product information and improve its quality for omnichannel publishing, such as websites, print catalogs, ERP systems, and electronic data feeds to trading partners. It is mainly used for improving product descriptions, technical specifications, sizes, pricing and availability information, images, instruction manuals, and related products.

How to create a catalog from PIM?

First, you’ll need a data source file and an InDesign layout to create a professional catalog. Of course, you can export your data to Excel, CSV or TXT format from your PIM. Regarding the layout, you can create it yourself, or ask a graphic designer/agency to create it. When you have both files, you will choose between these two options:

  • Create a catalog manually
    (this requires days/months of copy-pasting for the first version to be created. Then, whenever you need to change something, you have to modify the whole project) or,
  • Create a catalog automatically
    (you can update your document in a few minutes).

Enjoying fewer errors, speeded-up workflow, less time-to-market using a custom template, and saving time and costs are just some of the benefits you can get when using a cloud database publishing service like Pagination. Once the product information is ready, you only have to run a pagination to have print- and web-ready documents in minutes. The marketers will be happy and the designers can focus on their favorite task: creating beautiful and functional graphics! Take a look at the next paragraph to learn more about how to export data from the most used PIMs

Which PIM I can use?

SAP Hybris
SAP Hybris
To learn how to export your data in CSV format, take a look at this guide.

IBM Infosphere
IBM InfoSphere
To export your data in CSV and XML format quickly and correctly, be sure to read this exhaustive guide.

Akeneo
Akeneo export

Akeneo enables you to export your data CSV and XLSX creating an export profile. Check out how to do this here.

Stibo System PIM
STEP Stibo Systems
Export data and digital assets maintained within the STEP system to different formats such as CSV, Excel, SAP, and XML. Industry-specific and proprietary plug-ins can be developed to meet unique or proprietary formats.

Pimcore
Pimcore export
Pimcore offers the possibility of exporting your data in CSV format. Here it is explained how to do it.

inRiver
inRiver
Using the Syndicate App from InRiver, you can export your files in different formats. Click here to watch a short demo of Syndicate.

Salsify
Salsify
Salsify offers you the possibility of making a bulk export of your products. To do so, just follow this guide. The export instructions begin on page 17.

Plytix
Plytix
If you need to export your data from Plytix, take a look at this useful guide.

Oracle PIM logo
Oracle PIM
Following this guide by Oracle, you can export your products. Instructions are under the “Browsing the Item Catalog and Alternate Catalogs” section.

Aigily Multichannel
Agility Multichannel PIM
At the moment, there is no guide explaining how to export your data from Agility’s Multichannel PIM.

Create a catalog using CRM

What is CRM?

CRM refers to customer relationship management. It’s a type of business software used to manage interactions between a sales team and its leads or customers. A CRM suite a place to store all the sales information and can help you to drive sales growth using easy-to-understand graphic insights such as a sales funnel.

How can I create a catalog from a CRM?

You’ll need a data file (Excel, CSV, XML) and an InDesign layout to create a professional catalog. You can export data from your CRM in Excel, CSV, or TXT format. About the layout, you can create it yourself, or ask to a graphic designer/agency to create it for you. When you have both files, you will then choose between these two options:

  • Create the catalog manually (this requires days/months of copy-pasting for the first version to be created. Then, if you have to change something, you must modify the whole project) or,
  • Create the catalog in automatic (update your document in a few minutes).

A reduction in errors, an acceleration of your workflow and time-to-market using a custom template, and a reduction in costs and time are just a few of the benefits you’ll enjoy when using a cloud database publishing service like Pagination. When the product information is ready, simply launch a pagination and you will have print- and web-ready documents in just a few minutes. Marketers will be happy and the designers will be able to focus on their favorite task: creating beautiful and functional graphics! Take a look at the next paragraph to learn more about how to export data from the most used CRMs.

Which CRM can I use?

Salesforce logo
Salesforce CRM
You can easily export data from Salesforce, either manually or on an automatic schedule. The data is exported as a set of comma-separated values (CSV) files.

Zoho CRM

Zoho CRM
Zoho’s CRM allows you to export data in CSV format. Here is a quick guide.

 

HubSpot CRM
HubSpot CRM
Learn how to export your data using HubSpot. Click here to discover how to do that.

SAP CRM logo
SAP CRM
With SAP’s CRM, you can export your data in a spreadsheet; discover how to do that.

Sugar CRM logo
Sugar CRM
Sugar’s CRM allows you to export your data in a CSV file. This guide will help you to do that.

Freshsales CRM logo
Freshsales
Using Freshsales, you can easily export your information in a CSV file. This simple 
guide will explain how.

Pipedrive

Pipedrive
Follow these steps to export your data from Pipedrive.

Insightly logo
Insightly
Using Insightly, you can export your data in both CSV and XML formats. This guide explains how to export in CSV format, while this one explains how to export in XML format.

Create a price list using e-commerce software

What is e-commerce software?

E-commerce (electronic commerce) is the act of buying or selling goods via online services or over the Internet. The term “e-commerce” can also describe any kind of commercial transaction that is facilitated through the internet. These business transactions occur either as business-to-business (B2B), business-to-consumer (B2C), consumer-to-consumer (C2C), or consumer-to-business (C2B). ”E-commerce software” refers to an application that makes all of this possible

How can I create a catalog using e-commerce?

First, you’ll need a data file; you can export them in Excel, CSV, or TXT format from your e-commerce platform. Then, you’ll need an InDesign layout to create your catalog. You can create it on your own or ask a graphic designer/agency to do that for you. When you have both files, you will choose between two options:

  • Create a catalog manually (this requires days/months of copy-pasting for the first version to be created. Then, to modify the document, you have to edit it all again) or,
  • Create a catalog automatically (The update of the document takes just a few minutes).

You can enjoy many benefits when using a cloud database publishing service like Pagination, such as a reduction in errors, a speeded-up workflow, and less time-to-market using a custom template, all of which will save your time and costs. Once the product information is ready, you only have to run a pagination and you will have documents that are ready for printing and/or the web in a couple of minutes. Marketers will be happy, and designers will be able to focus on their favorite task: creating beautiful and useful graphics! Take a look at the next paragraph to learn how to export data from the most used e-commerce platforms.

Which e-commerce platforms can I use?

Shopify logo

Shopify
Using the Salsify app for data export-reports, you will be able to export your data in minutes. Click here to download it.

Magento logo

Magento
Magento makes it possible to export your data in CSV format. Click here to discover how.

Squarespace
Squarespace
Here, you’ll find a quick tutorial on how to export your data in CSV format.

Prestashop

PrestaShop
Using the Prestashop Export Module, it’s possible to export your data in CSV, Excel, and XML. Click here to buy the module, and here to watch a tutorial on exporting your data.

Weebly logo

Weebly
Weebly allows you to export your data in CSV format. Click here to learn how.

BigCommerce logo

BigCommerce
If you use BigCommerce and have to export your products, just follow this simple guide.

Opencart logo

OpenCart
To export your products with OpenCart, you’ll need to install an extension that is downloadable here, for OpenCart 2, and here for OpenCart 3. Use this link to watch a tutorial.

Drupal Commerce

Drupal Commerce
Follow this simple guide to export your product from Drupal in CSV format.

Wix logo

Wix
To learn how to export your products from Wix in CSV format, just read this guide.

Volusion logo

Volusion
Volusion allows you to export your data in CSV format; here is a quick guide.

WooCommerce logo

WooCommerce
In this article, you’ll learn how to import and export your products using WooCommerce.

GoDaddy

GoDaddy
If you want to export your products in a CSV file using GoDaddy, download this tool.

X-Cart logo

XCart
To export your product from XCart, just follow these simple instructions.

Zen Cart

Zen Cart
A quick guide to exporting your products from Zen Cart can be found at this link.

AShop
Following this simple guide, you will be able to export your product from AShop into a CSV file.

2 responses to “Create a catalog using ERP, PIM, CRM or e-commerce software”

  1. Dan says:

    To complete the list of PIM systems that are a good solution for catalog creation, it would be worth to mention a TreoPIM system. It is free, open source sytem, wich offers a lot of features for succesful data collection an enrichment. More detailed informaton you can find here: https://treopim.com/

  2. Riccardo Basso says:

    Hello Dan,
    Thanks for your suggestion, we’ll keep it in mind.
    Best regards,
    Riccardo

Catalog automation using ERP, PIM, CRM or e-commerce?

Publishing catalogs or price lists is a challenging task that can put pressure on even the best marketing teams. You can use Pagination software to automatically create beautiful documents in just a few seconds, ready for print or digital distribution.

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Create your automated document!

Use one of our free InDesign Templates or upload your own layout. Create documents anytime and from anywhere.