How do I add products to Unbxd PIM?

   You can add product data in Unbxd PIM in two ways:

  1. Add products via import
  2. Add products from the Products Listing page

 If you have the products in a file in the following formats: .csv, .xls, .json, and .xml, you can upload the products via Imports.

 If you want to manually add your products, you can click “Add a Product” via the Products Listing page.

The notable difference is that Import will add multiple products to Unbxd PIM whereas you can use the Product Listing page to add one products at a time.

  • For more information about product imports, see Imports.
  • For more information about adding products, see Products.

I have added a product to Unbxd PIM. How do I edit its attributes or properties?

You can view the newly added product in the Products Listing page. Once you locate the product, you can click to open the edit page for product. You can then hover on the property and click Edit to update the values.

For more information about editing products, see Products.


Can I have multiple roles assigned to a user?

  Yes. Once you create multiple roles, you can add members or users to specific roles.

For more information about roles, see Creating a New Role.


Can I hide sensitive information for specific roles or users ?

Yes. All you have to do is open a specific role and set the property permissions to “Hide”. You can also go to Properties and set role permissions to “Hide” for a specific property.

For more information about property permissions for role, see Setting Property Permissions for a Role.


As a user, can I be part of two organizations?

Yes, you can be associated with multiple organizations and perform actions based on your role permissions. But, at a time you can view data of a single organization.

For more information about organization setup, see Organization.


Can I use my company logo for branding purposes in Unbxd PIM?

Yes. With the necessary permissions, you can change the Unbxd PIM logo to your company logo anytime from the “Organization Profile” section.

For more information about changing the logo, see Editing your Organization Profile.


Can I restrict the product information access to certain users and roles?

Yes. You can hide the Product Listing page using the system permission. For a specific role, set the system permission for “Product Management” to “Hide”.

For more information about system permissions, see Setting System Permissions for a Role.


Can I import product data from a Google drive or dropbox?

No. We will support this capability in future.


I receive product data in a zip file format, can I automatically upload zip file without unzipping it?

Yes.


We get daily product information updates, can I automate my imports?

Yes, you can schedule your imports irrespective of your importing frequency.

For more information about scheduled imports, see Scheduling an Import.


I have a specific set of products to work on a daily basis, is there a favorite view for the same?

Yes, you can use static or dynamic product groups set your favorite products view.

You can create a static product group to manually group products. You can add or remove products from this group anytime.

You can create a dynamic product group to define filter conditions to form a group. Products get added or removed from this group based on your filter conditions.

For more information about static or dynamic product group, see Product Groups.


When adding a product, if I choose a country (UK or US), all dimensions and sizes should default to that country’s metric system?

No. We will soon have this capability in our system.


I am a content user and deal with updating the product descriptions, will I have an individual username and password log-in with the required product attributes?

Yes, you can have separate login account and as per your property permissions you will have access to required properties.


Do I have to map my product identifiers every time I import to Unbxd PIM?

No. This is a one-time-action. After you map the properties during the first import, your subsequent imports will have the properties automatically mapped.


Can I edit multiple products all at once?

Yes. You can use the bulk edit option (under “Actions”) in the Products Listing page to perform your edit.

For more information about bulk actions, see bulk actions for products and product groups.


Is there one central place where I can view all my product information?

Yes. Products Listing page (“PRODUCTS” tab) is where you can manage all your product information.

For more information about managing products, see Products.


Can I separately manage my product attributes or properties?

Yes. You can use the “Properties” section (under “MANAGE”) to manage your product properties.

For more information about managing properties, see Properties.


How easy it is to export product information in different formats?

Once your products are certified to network, you can quickly send the products in a specified format (.csv, .xls, .json, and .xml) via an email or SFTP location to your stakeholders.


Some users have to deal with specific product attributes or properties, can I assign them tasks to update those properties?

Yes. You can use the three-step wizard to create and assign a task. All you have to do is select the products followed by properties, and then assign the task to a member or a role.


Can I pick specific file formats for my automated imports?

Yes. You can set the specific format you want the system to pick while defining your SFTP location where your import file is stored.


Our product information from a supplier is stored in an SFTP location, can you pick files from those locations?

Yes. Once you add the SFTP details, you can right away import file from that location.


Can I customize my product listing view?

Yes. You can manage columns of your Products Listing page. This will only display properties that matter the most to your organization.

For more information about customization, see Customizing your Products Listing View.


Can I see history of all changes for a specific product?

Yes. You can use the activity log details to track the product changes. You can go to the edit mode for a product and access the activity log details.

Note: The activity log details are available for product changes recorded on or after July 31, 2019.

For more information about activity log, see Viewing activity log details for a product.


Can you get to import details/mapping essential fields post import?

Yes, you can click on other actions before the Go to Products button and then on Re-import.


 How do I find and replace values during “Mapping essential fields” example: COO: US-USA.

We cannot replace values during “Map essential fields.”

We can do it in “Configure All fields” using replace operation, which you can see in add transformation.


 Creating rules around null values

When working with null values in a PIM (Product Information Management) system, it is important to establish  clear rules and guidelines for how null values should be handled. Here are a few examples of rules that you can create around null values:

Null values should be replaced with a default value, such as “N/A” or “-.” This ensures that the field is not blank and can be used in reporting and analysis.

Null values should be flagged as an error and not allowed to be saved in the PIM system until a value is provided.This helps to ensure that all data is accurate and complete.


What is the tree list separator (sub-category)

A tree list separator is a character or symbol used to separate the different levels of a hierarchical structure in a PIM (Product Information Management) system.

  An example of a tree list separator is the forward slash “/” which is used to separate the different levels of a category hierarchy. For example, “Electronics/Computers/Laptops” would indicate that laptops are a subcategory of computers, which in turn is a subcategory of electronics.some common separators include:
The forward slash “/”

  • The backslash “”
  • The vertical bar “|”
  • The greater than sign “>”
  • The hyphen “-“
  •  A tree list separator can also be a combination of characters or even an image representing the different levels of the hierarchy.

What does “mandatory for all” really do? What happens when I do/don’t select it

If you select any property as “Mandatory for all,” it becomes mandatory to have value for that particular property for the product which will get imported.

If you do not select “Mandatory for all”  for any property, you can import/create a product without having a value.


 Why is the option for “searchable in PIM” available for some properties and not others? What does this option do?

When you click on Manage and then properties, you can see all the properties over there and for the properties that you want to make searchable in PIM:

You can click on the eye icon and then checkbox the allow property to be searched 

This option lets you directly search the products on the products page using the searchable properties.

 


Is it possible to import data from Shopify directly into PIM?

Absolutely, you can seamlessly import the data available in Shopify directly into your PIM (Product Information Management) system. This integration allows for efficient management and synchronization of product information between the two platforms.


  Is mapping required every time for import or export after completing it once in the template?

No, mapping is a one-time process. Once the mapping is completed in the template, it can be reused for all subsequent imports or exports, eliminating the need to redo the mapping each time.


   Is it possible to edit product data after importing it into the Product Information Management (PIM) system?

Yes, it is indeed possible to edit product data in the PIM system. To do so, follow these steps:

    • Navigate to the list of products within the PIM system.
    • Select the specific product that you wish to edit.
    • On the left-hand side of the product page, locate the option to “Add Properties.”
  • Proceed to add or modify the properties as needed for the selected product.

   When mapping properties in the templates, do the properties on the left side go to Shopify or the ones on the right side?

The properties on the right side will go to Shopify.


Can the order of the column headers within the export template generated by the ‘Custom Export Downloader’ be adjusted to match the specific format needed by our selling app?                                                                                                                                                              

When you upload the file during the Custom Template Downloader app installation, the order of the headers will be preserved. Rest assured that the sequence you’ve established in your uploaded file will remain. You won’t need to make any additional adjustments to the column header order when using the app.


Can I have multiple header rows for the file in  “Custom Template Downloader”?                                                                                                       

Yes.


Is it possible to utilize alternative separators for categories instead of the “>” symbol?                                                                                                    

Yes, the default character is >, but you can use any unique character as a separator.


Can the visual data displayed on a Product Listing Page be downloaded and organized into a spreadsheet? If so, what steps should be taken to accomplish this?                                                                      

Yes, It’s possible.

Steps to be followed:

  1. Click on Products
  2. When on the Product Listing Page, Click on columns and checkmark the properties that you want to download, and uncheck the properties that you dont want to be present on the sheet
  3. Right click 
  4. Click on Export
  5. Select CSV or Excel Export.

Can bulk edits to properties be performed directly from the Product Listing Page?                                                                                                                                                                                               

Yes, you can effortlessly achieve this with our enhanced AG Grid upgrade, which simplifies the process, much like working with an Excel sheet.


Can we change the data type once imported?                                                                                                                                                               

  No, you cannot change the data type once you import the data.


Is there an alternate way to change the data type of a specific property?   

Yes, that can be done.   

Click on Manage->Click on Properties from the dropdown menu->Search for that specific property-> Checkmark the property box->Click on Action->From the dropdown menu, select delete the property.


What happens if the client’s catalog does not have one of the mandatory fields?                                                                                                                                                                                                                                      

The only mandatory field to be mapped is Product ID[Other properties are optional].


What if the file does not contain an ID [which is a mandatory property]?     

There is a way in PIM to generate unique IDs.


How do I create unique IDs?                                                                                                                                                                          

While Importing the file, when on Map essential fields->Click on the text Auto-generate or De-duplicate based on other fields that appear next to Product ID ->On Advanced Mapping Configurations Page checkmark on create Create new unique id-> Click on Save-> Map other fields->Save & Import.


What happens if a client deletes one of the mapped attributes? What effect does it have on the import and export flow?           

In case a client deletes the mapped attribute/property, the value associated with that attribute will not be exported, and that property will not be displayed in PIM either.                                                                                                Note: If the Property is Mandatory, the export won’t get triggered.


Is IP address whitelisting for the catalog in PIM possible?                                                                                                                                                             

Yes, you can whitelist the catalog.


What happens if we do not map images in the Map Essential fields page?                                                                                                                         

They need to show up on the Product Listing Page.


Can I change the Import template name and mappings?

Yes, you can

  1. Click on Import 
  2. Click on Import Template from the dropdown 
  3. Select the template you want to make changes[change the name description or the mappings]
  4. If you want to change the template name, click on other actions and Update the template name or description->Make necessary changes-> Click on Update.
  5. If you want to change the mappings of essential fields, you can do it right on the Map essential fields page and the rest of the properties by clicking on the following button, which appears at the top right corner of the page.

Can we do a de-dup for the name property?                                                      

Yes, you can use the de-dup feature for any unique property in the file during import.


 

Can we update existing data with the new data in the file without creating new products                                                                                     

Yes, Map the unique property such as sku or id with the already existing sku or ID in the system[which will work as a comparison and will just update the existing information with the new one while avoiding creating any new products].


Is it possible for the person to whom a task has been assigned to delegate that task to other team members, and what are the necessary procedures?

Yes, it’s possible.

The steps to be followed

  1. Click on the task you were assigned to
  2. Click on Manage
  3. Click on Add more Assignees
  4. Click on + sign and select roles or members from the list
  5. Click on Add to the task.

Can we select the entire Product, almost 30k products in one go, for bulk actions? 

Indeed, you can perform bulk actions on all products by applying a filter based on the “sku” or “id” property having any value. Once you’ve used the filter, create a dynamic product group containing the filtered items. Then, within this product group, simply click on the desired action button, allowing you to select all the products in that specific group.


 

Will deleting one node from the workflow delete all the consequent nodes?     

Removing a single node from the workflow will result in the deletion of all subsequent nodes that were dependent on it.


Why can’t I see a remove node in the workflow?                                                                                                                                                                                                                                                                                                        You need to pause or stop the workflow while deleting a node.


I am unable to add code in the code view.

You need to enter the code below the yellow line[# Enter your code below]


The code I entered did not get saved. 

When you enter the code in code view, it’s essential to click on preview output -> click on Save transformation, and when on the mapping page, click on Save as Draft for the changes to be saved.


What is the difference between a product group and a property group?

Product groups categorize similar products for organizational purposes, whereas property groups categorize identical properties.


Can I change what things users in my account have permission to see and edit?

Yes, you can do it by setting user permissions.


The error shows a null value for a unique field what can be the issue?

 In the map all fields page, check if you have mapped sku with a unique field of the system [To check which is the unique field in the PIM system, click on Manage->select properties from the dropdown->check for sku, id, product id[see which of these property has Unique id ]]


What is the difference between a product group and a property group?

The simplest explanation is that product groups are an organizational tool for similar products, while property groups are an organizational tool for similar attributes.


I have mapped the Image in Map essential fields, yet I cannot see it on the product listing page, but can see the image on the Product Display Page. 

You have not selected the Image Property that you mapped in the Map Essential Field in the columns field on the Product Listing Page.


How do I check which images I updated the day before yesterday?

To identify the images I updated two days ago using an advanced filter:

Navigate to the Products section and click on the Filter icon. Set the first condition to Date and the second condition to Date Updated. In the third block, select the time frame and set the condition in the fourth block.


I am not able to search for a property in a template.

That can be because you must have applied a Property Type Rule, i.e., [Mandatory Property], and the property might not be mandatory. While creating a property, you must not have check marked the Allow Property to be searched.


Why is the PIM page not loading for me?

 That must be because of your PIM expiry.


How do I change the property group for some of the properties 

Select the Properties that you want to add to other property groups and click on Actions click on Add to Property group.

Note: When you add this property to other property group it will automatically be removed from the earlier group property group.


Can one property belong to multiple property groups?

No one property can be the part of only one property group.


Even though I can see the property and its value in both Product Listing Page and Product Display Page when i apply filter i cannot see any products

One reason can be the property is not searchable To make property searchable click on manage->click on properties->search for the property->click on that property at the bottom left corner you can see an checkbox just check the box and click on update.