Structured information to guide you through Unbxd PIM with minimal assistance
  1. Introduction
  2. Access Unbxd PIM
  3. Explore Unbxd PIM
  4. Features of Overview page
  5. Profile
  6. Organization - Set up your PIM Team
    1. Invite a New Member
    2. Update Member Information
    3. View a Member Information
    4. Delete a Member
    5. Create a New Role
    6. Set Property Permissions for a Role
    7. Set System Permissions for a Role
    8. Change Assigned Members of a Role
    9. Change Property Permissions for a Role
    10. Change System Permissions for a Role
    11. Change the Role Name
    12. View a Role Information
    13. Delete a Role
    14. Edit your Organization Profile Information
  7. Imports - Onboard & Schedule your Product Content
    1. Import File Best Practices
    2. Tips for doing an effective import
    3. Perform First-time Product Import
    4. Import data via SFTP
    5. View an Existing Import Information
    6. Schedule an Import
    7. Edit a Scheduled Import
    8. View a Scheduled Import Information
    9. Stop a Scheduled Import
    10. Delete a Scheduled Import
    11. Import Templates
    12. Deleting Import Template
    13. Trouble Shooting Import Errors
  8. Products - Build & Enrich Product Content
    1. Advanced Search and Filtering and saving filters by creating static product group
    2. Customize your Product Listing View
    3. Add a Solo Product
    4. Add a Solo Product via AI
      1. AI Content Score
    5. Add a Variant Product
    6. Edit a Solo Product
    7. Edit a Parent Product
    8. Edit Products from Product Listing Page
    9. Edit a Variant Product from its Parent Product
    10. Cloning a Product
    11. Product Listing Page [AG Grid Feature / Excel Mode]
    12. View Activity Log Details for a Product
    13. View Product Details
    14. View Task Information for a Product
    15. Delete a Product
    16. Product Groups
      1. Create a Static Product Group
      2. Edit a Static Product Group
      3. View a Static Product Group Information
      4. Delete a Static Product Group
      5. Create a Dynamic Product Group
      6. Edit a Dynamic Product Group
      7. View a Dynamic Product Group Information
      8. Delete a Dynamic Product Group
    17. Bulk Actions for Products & Product Groups
      1. Add Products to a Static Product Group
      2. Bulk Edit Products
      3. Bulk Edit Category
      4. Assign Task
      5. Certify Products
      6. Delete Multiple Products
      7. Certify Product Groups
      8. Run Readiness Report
      9. Delete Product Groups
      10. Edit Multiple Products from a Static Product Group
      11. Remove Products from a Static Product Group
      12. Delete Products from a Dynamic Product Group
      13. Delete Products from a Static Product Group
      14. Edit Multiple Products from a Dynamic Product Group
      15. Enrich Products or Product group data
  9. Certified Products & Certified Product Group
    1. Customize your Products Listing View
    2. Export Certified Products
    3. Export Products with Readiness Check & Assign Task
    4. View Activity Log Details for a Product
    5. Delete Products from Certified Product Group
    6. Export Certified Product Groups
    7. Export Certified Product Groups with Readiness Check & Assign Task
    8. Add Channel Readiness for a Certified Product Group
    9. Edit a Certified Product Group
    10. View Certified Products
    11. Delete a Product Group
  10. Scripts - Transform your Product Data
    1. Using the Transformation Script Editor
    2. Post Transformation
    3. List of Transformation Scripts
  11. Properties - Manage your Product Characteristics
    1. Property Data Types
    2. Create a New Property
    3. Change the Property Name and Assigned Property Group
    4. Change Role Permissions for a Property
    5. Make a Property Searchable
    6. View a Property Information
    7. Download all Properties
    8. Delete a Property
    9. Property Groups
      1. Create a New Property Group
      2. Change Property Group Name and Associated Properties
      3. View a Property Group Information
      4. Delete a Property Group
  12. Categories - Manage your Product Classifications
    1. Create a New Category & Subcategory
    2. Change Category Name & Associated Properties
    3. View Category & Subcategory Information
    4. Delete a Category or Subcategory
    5. Bulk Remove Categories
    6. Upload Category Property Association
    7. Download Category Property Association
    8. Download Category Property Template
  13. Tasks - First Step Towards Building Processes
    1. Create a New Task
    2. Edit an Existing Task
    3. View Task Details and Task Status Details
    4. Task Templates
      1. Create a New Task Template
      2. Edit a Task Template
      3. View Task Template Details
      4. Create a Task using a Task Template
      5. Delete a Task Template
    5. Task Assignee
  14. Readiness Reports-Ensure product information completeness
    1. Creating Readiness Report
    2. Downloading Readiness Report
    3. Viewing Readiness Reports
    4. Assigning Task using Readiness Report
  15. Catalogs - Share real-time Product Content
    1. Create & Share a New Catalog
    2. Edit a Catalog
    3. Delete a Catalog
  16. Workflows - Automate PIM Processes
    1. Create a New Workflow
    2. Run a Workflow Manually
    3. Pause & Resume a Workflow
    4. Edit a Workflow
    5. View Workflow Details
    6. View Activity Log Details for a Workflow
    7. Delete a Workflow
    8. Bulk Actions
  17. Digital Asset Management - Manage your Digital Files
    1. Add a New Asset
    2. Associate Assets with Products
    3. Perform Asset Transformations
    4. Deassociate Asset from Products
    5. Download Assets
    6. Delete an Asset
  18. Exports
    1. View Exports
    2. Download an Exported File
    3. Send an Email with the Exported File
    4. Schedule an Export
    5. Edit a Scheduled Export
    6. View Scheduled Export Details
    7. Stop a Scheduled Export
    8. Delete a Scheduled Export
    9. Export Parent Products
    10. Export Products via SFTP
    11. Standard Templates and Custom Templates
      1. Edit a Standard Template
      2. View Standard Template Details
      3. Create a Custom Template
      4. Bulk add properties while creating custom export template
      5. Edit a Custom Template
      6. View Custom Template Details
      7. Delete a Custom Details
  19. Deleting Export Template
  20. Volusion
  21. AI Enrichment Apps
    1. Mandatory Properties and Prompt Values for each AI App
    2. Creation of templates for AI enrichment apps
      1. Amazon Description Generator
      2. Amazon Title Generator
      3. Amazon Ads Headline Generator
      4. Product Name Generator
      5. Google Ads Generator
      6. Google Ad Description Generator
      7. Google Title Generator
      8. Youtube Hooks Generator
      9. Youtube Outline Generator
      10. Youtube Description Generator
      11. Youtube Intros Generator
      12. Youtube Titles Generator
      13. Trending Instagram Hashtag Generator
  22. Bulk Transform and Enrichment
  23. Custom Template Uploader
  24. Custom Template Downloader
  25. Headerless File Format
  26. Bulk Asset Upload and Download
  27. Image Keyword Extraction
  28. Dropbox
  29. Zapier(Gmail)
  30. Zapier(Google Sheet)
  31. Find Duplicates and Related Products
  32. Vend
  33. Volusion
  34. Google URL data Fetcher
  35. UPC Generator
  36. Image Convertor to Webp
  37. Translate Catalog
  38. Extract Common Variant Properties
  39. Image Keyword Extraction
  40. AI Image to Product Builder
  41. DAM Remove BG
  42. Guide for Obtaining AWS S3 Bucket Credentials & Configuring Public Access Permissions
  43. SFTP Watcher App
  44. Channel Integration
    1. Channel Integrations -
      1. Installing BigCommerce store via Unbxd PIM
      2. Importing data into Unbxd PIM from BigCommerce
      3. Mandatory Properties to export products to BigCommerce
      4. Exporting data from Unbxd PIM to BigCommerce
      5. Automating import and export using Templates and Workflows
    2. Channel Intergation-
      1. Installing Shopify via Unbxd PIM
      2. Shopify Store Fetcher
      3. Mandatory Property Mappings for Shopify
      4. Properties in Shopify and Shopify Graph QL and their importance
      5. Importing the data into Unbxd PIM from Shopify
      6. Exporting data from Unbxd PIM to Shopify
      7. Automating import and export using Scheduled Imports/Exports and Workflows
    3. Shopify Graph QL
    4. Channel Integrations -
      1. Installing Unbxd PIM via Brightpearl
      2. Importing the data into Unbxd PIM from Brightpearl
      3. Exporting data from Unbxd PIM to Brightpearl
      4. Automating import and export using Templates and Workflows
    5. Channel Integration -
      1. Installing Magento using Username and Password
      2. Magento Token Based Installtion
      3. Mandatory Properties for Magento
      4. Mageworx
    6. Channel Intergation-
      1. Installing Etsy via Unbxd PIM
      2. Importing the data into Unbxd PIM from Etsy
      3. Exporting data from Unbxd PIM to Etsy
      4. Automating import and export using Scheduled Imports/Exports and Workflows
    7. Channel Integration -
      1. Installing Walmart via Unbxd PIM
    8. Channel Integration-
      1. Installing Unbxd PIM via Amazon Seller central
      2. Installing Amazon Seller Central via Unbxd PIM
      3. Importing data into Unbxd PIM from Amazon
      4. Exporting data from Unbxd PIM to Amazon
      5. Automating import and export using Templates and Workflows
      6. Download category template from amazon seller central
    9. Ebay Installation-
    10. Steps to get template file for Ebay-
    11. Channel Integration-
      1. Google Shopping App Installation
      2. Mandatory Properties for Google Shopping
    12. Woocommerce Installation-

Creating a New Role

Roles are crucial in the Unbxd Product Information Management (PIM) system, as they define the responsibilities and permissions of each team member. 

Each role represents a specialized skill or job, such as a “Photographer,” responsible for capturing and uploading product images into the PIM system.

When creating a role, you can assign members and set both property and system permissions.

While you create a role, you can also do the following:

        1. Assign members to a role
        2. Set property permissions for a role
        3. Set system permissions for a role

 

Create a New Role

  1. Click on the profile icon at the top-right corner of the screen, then select the ‘View Organization’ link from the dropdown menu.
  2. From the next screen, select ‘Roles & Permissions’. You’ll be directed to the ‘Roles Listing’ page.
  3. Click on ‘Create Role’, located at the top of the ‘Roles Listing’ page.
  4. Enter a name for the new role in the provided text box.
  5. Click ‘Proceed’ to create the role.

Assigning Members to a Role in Unbxd PIM

Once a role is created, you can assign members to it, who will then carry out the responsibilities defined by the role.

Here’s a step-by-step guide on assigning members to a role:

Assign Members to a Role

  1. Navigate to the ‘Members’ tab within your newly created role.
  2. If you’re searching for a specific member, use the search box to locate them by their name.
  3. If you wish to view members based on their activation status, select either ‘All’, ‘Active’, or ‘Pending’ from the ‘Status’ dropdown menu. Here’s what each status means:
    • ‘All’: Displays all the members.
    • ‘Active’: Shows only the members who have activated their Unbxd PIM account.
    • ‘Pending’: Displays the members who haven’t yet activated their Unbxd PIM account.
  4. If you want to filter members by their roles, select the appropriate role name from the ‘Role’ dropdown menu.
  5. In the ‘Selection’ column, check the checkboxes corresponding to the members you want to assign to the role.
  6. Click ‘Update’ to save your changes.

Setting Property Permissions for a Role

In Unbxd Product Information Management (PIM), property permissions allow you to control the level of access each role has to sensitive product information. This is especially useful when you need to restrict certain data, such as the price of an unreleased product.

Types of Property Permissions

  1. Manage: The role can edit the property value.
  2. Read Only: The role can only view the property value.
  3. Hide: The role cannot view the property value at all.

How to Set Property Permissions

  1. Click on your Profile Icon, and then click Organization.
  2. Click on Roles. You’ll now be on the Roles Listing page.
  3. Click on the Edit icon (represented by a pencil symbol) for the role you want to edit.
  4. Navigate to the Property Permissions tab.
  5. If you’re searching for a specific property, use the search box to find it by its name.
  6. In the Permissions column, hover over the property you want to set permissions for and select Manage, Read Only, or Hide.
  7. Click Update to save the changes.

Setting System Permissions for a Role

System permissions in Unbxd Product Information Management (PIM) provide a higher level of control over various operational aspects. By assigning system permissions, you can tailor the level of access each role has to different components of the PIM system, aligning with the unique needs of your organization.

Types of System Permissions

  1. Manage: Allows the role to perform all operations related to the system component.
  2. Read Only: Allows the role only to view the system component.
  3. Hide: Completely restricts the role’s access to the system component.

These permissions can be set for various system-level operations, including:

  1. Organization Setup
  2. Import
  3. Property Definitions
  4. Product Management
  5. Assets
  6. App Store
  7. Task
  8. Catalog
  9. Category
  10. Workflow

Example:

If the “Product Management” operation is set to “Manage”, the respective role can perform all product-related actions on the Products Listing page. If it’s set to “Read Only”, they can only view product information. 

If “Hide” is selected, the role will not have any access to the Products Listing page.

How to Set System Permissions

  1. Click on your Profile Icon, and then select Organization.
  2. Click Roles & Permission to access the Roles Listing page.
  3. Click the Edit icon (represented by a pencil symbol) for the role you want to edit.
  4. Navigate to the System Permissions tab.
  5. If you’re searching for a specific system-level operation, use the search box to find it by its name.
  6. In the Permissions column, hover over the operation you want to set permissions for, then select Manage, Read Only, or Hide.
  7. Click Update to save your changes.

Changing a Role’s Name

Renaming a role within your organization’s setup can easily be done with the following steps:

  1. Navigate to the Info tab for the role you wish to modify.
  2. Locate the Role Name input field.
  3. Delete the existing name and enter your desired new name.
  4. Once you’ve typed in the new role name, click the Update button to save your changes.

 

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