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. Product Listing Page [AG Grid Feature / Excel Mode]
    11. View Activity Log Details for a Product
    12. View Product Details
    13. Cloning a Product
    14. Assign Category to Product from Product Display Page
    15. Create and View task from PDP Page
    16. View Task Information from Product Display Page
    17. One Click Export
    18. Delete a Product from Product Listing Page
    19. Delete Product from Product Display Page
    20. 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
    21. 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. Email Exports
    8. Stop a Scheduled Export
    9. Delete a Scheduled Export
    10. Export Parent Products
    11. Export Products via SFTP
    12. 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. Generate Partial Search
  45. 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 Workflow

You can create a workflow using the simple two-step process of setting the trigger and adding the nodes.

Create a new workflow in the PIM system

  1. Click on the Manage and select Workflow.
  2. Click on Create Workflow.
  3. Enter a name for the workflow (mandatory).
  4. Provide a description for the workflow.
  5. Click on Proceed.
  6. The Configure Workflow tab will appear.

Workflow Status: Once the workflow is created in the PIM system, it can have the following statuses:

  • Draft: The workflow is saved but not started.
  • Active: The workflow has been started.
  • Paused: The workflow has been temporarily stopped.
  • Completed: The workflow is complete.

You can now start configuring the workflow using Step 1 and Step 2:

Step 1: Setting the Trigger

You can set the trigger to either “Time” or “Event.”

Here is a list of PIM events that can trigger a workflow:

  • Addition of products to a  group
  • Addition of products to a static product group
  • Completion of import
  • Completion of channel import
  • Completion of a PIM task
  • Completion of certified product task
  • Completion of certify products
  • Removal of products from a group
  • Removal of products from a static product group

Time Trigger:

  • Select the “Time” option from the list.
  • Specify the desired time, frequency, and other details.
  • You can set the trigger to repeat every specific hours, minutes, weeks, or months.
  • Optionally, set an end condition for the workflow.

Event Trigger:

  • Select the “Event” option from the list.
  • Choose the appropriate PIM operations such as Addition, Completion, or Removal.
  • For Import Completion, we do have a provision for selecting an import template, Task template etc .
  • Depending on the selected event, further configuration options will be available.

Step 2: Adding the Nodes

  • Based on the selected trigger type, add nodes to the workflow.
  • Nodes represent specific actions to be performed within the workflow.
  • Available nodes include Import, Filter PIM products, Filter Network products, Bulk edit, Add category, Add to product group, Create PIM task, Create catalog, Certify to network, Run readiness check, Export, and Notify.
  • Start by adding the first node, and then continue adding additional nodes as required.
  • Configuration windows will appear for each node where you can enter the necessary configurations.
  • Save the workflow after adding the nodes.

Note: Just remember, when using Workflows, you can only put products into a static group, but that group can only hold up to 500 products.

To add the nodes:

  1. Click Add First Node.
    The relevant nodes based on your trigger type appears.

    For the Event Add the following Nodes
    Addition of products to a group
    • Filter Products
    • Run Readiness Check
    • Notify
    • Export
    Addition of products to a group
    • Filter Products
    • Run Readiness Check
    • Notify
    • Export
    Addition of products to a static product group
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify
    Completion of import
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify
    Completion of  channel import
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    Completion of a PIM task
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify
    Completion of a task
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify
    Completion of certify
    • Filter Products
    • Run Readiness Check
    • Export
    • Notify
    Removal of products from a group
    • Filter Network Products
    • Run Readiness Check
    • Export
    • Notify
    Removal of products from a static product group
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify

     

  2. If you are looking for a specific node, in the search box, search by node name.
  3. Click to select the node.
    The configuration window for the node appears.
  4. Enter the configurations.
  5. Click Add Node.
  6. To add a node at any stage of a workflow, click .
    If a node is eligible to branch out into multiple other nodes,  the plus changes into.
  7. To branch out a node into other nodes, click.
  8. If you want to update the workflow name and description, click the Workflow Details tab, and then enter the name and description.
  9. Click Save.

The workflow status is now set to Draft.

Starting the Workflow

Once you have saved the trigger and workflow steps,  click Start Workflow. The workflow status now changes from Draft to Active and the Pause Workflow button appears.

 

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