Help Documentation

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 Attribute Permissions for a Role
    7. Set System Permissions for a Role
    8. Change Assigned Members of a Role
    9. Change Attribute 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. Variant options during Import
    5. Import data via SFTP
    6. View an Existing Import Information
    7. Schedule an Import
    8. Edit a Scheduled Import
    9. View a Scheduled Import Information
    10. Stop a Scheduled Import
    11. Delete a Scheduled Import
    12. Import Templates
    13. Deleting Import Template
    14. 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 [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. Assigning Category to a Parent Product
    16. Create and View task from PDP Page
    17. View Task Information from Product Display Page
    18. One Click Export
    19. Delete a Product from Product Listing Page
    20. Delete Product from Product Display Page
    21. 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
    22. 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
      16. Searching Product Group
  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. Attributes - Manage your Product Characteristics
    1. Attribute Data Types
    2. Create a New Attribute
    3. Change the Attribute Name and Assigned Attribute Group
    4. Change Role Permissions for a Attribute
    5. Make a Attribute Searchable
    6. View a Attribute Information
    7. Bulk Upload Attributes using an sheet
    8. Download all Attributes
    9. Arranging attribute and attribute groups in your preferred order
    10. Delete a Attribute
    11. Attribute Groups
      1. Create a New Attribute Group
      2. Change Attribute Group Name and Associated Attributes
      3. View a Attribute Group Information
      4. Delete a Attribute Group
  12. Categories - Manage your Product Classifications
    1. Bulk create category & subcategory
    2. Change Category Name & Associated Attributes
    3. View Category & Subcategory Information
    4. Delete a Category or Subcategory
    5. Bulk Remove Categories
    6. Upload Category Attributes Association
    7. Download Category Attribute Association
    8. Download Category Attribute Template
    9. Download All Categories
    10. Filter out Categories
  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 attributes 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 Attributes 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 Attributes
  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. Viewing Credentials for an Installed App
    2. Channel Integrations -
      1. Installing BigCommerce store via Unbxd PIM
      2. Importing data into Unbxd PIM from BigCommerce
      3. Mandatory Attributes to export products to BigCommerce
      4. Exporting data from Unbxd PIM to BigCommerce
      5. Automating import and export using Templates and Workflows
    3. Channel Intergation-
      1. Installing Shopify via Unbxd PIM
      2. Shopify Store Fetcher
      3. Mandatory Attribute Mappings for Shopify
      4. Attributes 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
    4. Shopify Graph QL
    5. 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
    6. Channel Integration -
      1. Installing Magento using Username and Password
      2. Magento Token Based Installtion
      3. Mandatory Attributes for Magento
      4. Mageworx
    7. Channel Intergation-
      1. Installing Etsy via Unbxd PIM
      2. Importing the data into Unbxd PIM from Etsy
      3. Mandatory Attributes required to list products on Etsy
      4. Exporting data from Unbxd PIM to Etsy
      5. Automating import and export using Scheduled Imports/Exports and Workflows
    8. Channel Integration -
      1. Installing Walmart via Unbxd PIM
    9. 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
    10. Ebay Installation-
    11. Steps to get template file for Ebay-
    12. Channel Integration-
      1. Google Shopping App Installation
      2. Mandatory Attributes for Google Shopping
    13. Woocommerce Installation-
    14. How to get Netsuite Account Details

Editing a Custom Template

You can edit mapping and basic details of a custom adapter.

Edit a custom template

  1. Click the Export tab.
  2. Select Export Template.
  3. Click the Custom Template.
  4. If you are searching for a specific custom template, use the search box to search by the template’s name.
  5. Click the edit icon for the template you want to edit.
  6. If you want to add more properties to the template, follow these steps:
    • In the Add Properties list, click Add to select the relevant properties.
    • If you want to add all properties from a property group, click Add Group.
    • If you want to add a new empty property, click Add Empty Property.
  7. If you want to map a template property to another property, do the following:
    • For the template property you want to map, click Direct Property.
    • In the “Map to” list, select the corresponding property to map.
  8. If you want to perform data transformation using a script, follow these steps:
    • For the custom template property you want to map, click Edit Script.
    • Click Code View.
    • Enter the script code.
    • If you want to preview the output of your code, click Preview Output.
    • Click Save.
  9. If you prefer to use standard data transformation operations, follow these steps:

 

Operations Sample Scenario Steps
Text Rules
Copy Populate the “Long Description” property with the content from the “Short Description” property for all products in your product catalog
  1. In the Select Operation list, select Copy.
  2. In the Properties dropdown list select the property from which you want to copy the value
Set Automate the process of setting the brand name for products in your Unbxd PIM product catalog
  1. In the Select Operation list, select Set.
  2. In the Value text boxenter the value which you want to set for the property
Replace Replace all occurrences of “Crimson” for the property “Color” with “Red”
  1. In the Select Operation list, select Replace.
  2. In the Replace Value box, type the property value you want to replace.
  3. In the Replace With box, type the new value.
Join Join two properties “ Brand” and “Product Name” using the joining value “-”
  1. In the Select Operation list, select Join.
  2. In the Join by Value box, type the character you want to use to join the the two property values.
  3. In the Property box, select the second property.
Prefix Prefix (add something at the beginning) US currency “$” for the property “Price”
  1. In the Select Operation list, select Prefix.
  2. In the Prefix With box, type the character you want to add before the property value.
Suffix Suffix (add something at the end) registered trademark to the values of the property “Product Name”
  1. In the Select Operation list, select Suffix.
  2. In the SuffixWith box, type the character you want to add after the property value.
Split & pick Split the property “Image URL” and pick the image nameExample:
https://xyz.shopc.com/LCProdThumb/17/4/174833handbag.jpgSplit the image url with “/” and pick the image name “174833handbag.jpg”When you specify the “split by” value as “/” and the “pick position” value as “6”, and execute the script, the url first splits into the following:
– https: (Position 0)
– Empty space (Position 1)
– xyz.shopc.com (Position 2)
– LCProdThumb (Position 3)
– 17 (Position 4)
– 4 (Position 5)
– 174833handbag.jpg (Position 6)The result will be 174833handbag.jpg
  1. In the Select Operation list, select Split and Pick.
  2. In the Split by box, enter the character using which you want to split property value.
  3. In the Pick item at position box, enter the position number using which you want to pick the specific part of the property value.
Remove HTML You have a product catalog in Unbxd PIM that includes a property called “Product Description.” However, some of the product descriptions contain HTML tags, such as, , or . To present the product information in a more readable format and remove the HTML tags, you can use the Remove HTML Tag operation.
  1. In the Select Operation list, select Remove HTML.
Remove special character You have a product catalog in Unbxd PIM that includes a property called “Product Name.” However, some of the product names contain special characters such as symbols or punctuation marks. To ensure consistency and improve data quality, you want to remove these special characters from the product names using the Remove Special Character operation.
  1. In the Select Operation list, select Remove special character.
Generate Partial Search You have a product catalog in Unbxd PIM with a property called “Product Name.” To improve search accuracy and provide better search results to users, you want to generate partial search terms based on the product names. This will enable users to find products even if they enter a partial or incomplete search query.
  1. In the Select Operation list, select Generate Partial Search.
Lower Case You have a product catalog in Unbxd PIM that includes a property called “Product Title.” However, the product titles are inconsistently formatted, with some in uppercase, others in title case, and some in lowercase. To ensure uniformity and improve the overall presentation, you want to convert all product titles to lowercase using the Lowercase operation.
  1. In the Select Operation list, select Lower Case.
Upper case You have a product catalog in Unbxd PIM that includes a property called “Product Name.” However, the product names are inconsistently formatted, with some in lowercase, others in title case, and some in uppercase. To ensure uniformity and improve the overall presentation, you want to convert all product names to uppercase using the Uppercase operation.
  1. In the Select Operation list, select Upper Case.
Title Case You have a product catalog in Unbxd PIM that includes a property called “Product Description.” However, the product descriptions are inconsistently formatted, with some in uppercase, others in lowercase, and some in mixed case. To ensure uniformity and improve the overall presentation, you want to convert all product descriptions to title case using the Title Case operation.
  1. In the Select Operation list, select Title Case.
Capitalize You have a product catalog in Unbxd PIM that includes a property called “Product Category.” However, the category names are inconsistently formatted, with some in lowercase, others in uppercase, and some in mixed case. To ensure uniformity and improve the overall presentation, you want to capitalize the first letter of each word in the category names using the Capitalize operation.
  1. In the Select Operation list, select Capitalize.
Zero Pad You have a product catalog in Unbxd PIM that includes a property called “Product Code.” The product codes are numeric values, but some of them have inconsistent lengths. To standardize the formatting and ensure a consistent number of digits, you want to add leading zeros to the product codes using the Zero Pad operation.
  1. In the Select Operation list, select Zero Pad.
Number Rules
Addition Add two numerical property values for properties “ Base Price” and “Delivery Charges”. That is,Actual price = Base price + Delivery charges
  1. In the Select Operation list, select Addition.
  2. In the Property box,  select the property you want to use for addition.
  3. To include multiple properties for addition, click  .
Subtraction Subtract two numerical property values for properties “ Actual Price” and “Discounted Price”. That is, Offer Price= Actual Price- Discount Price
  1. In the Select Operation list, select Subtraction.
  2. In the Property box,  select the property you want to use for subtraction.
  3. To include multiple properties for subtraction, click  .
Multiplication Multiply two numerical property values for properties “Number of Units” and “Price per Unit”. That is, Total Price = “Number of Units” * “Price per Unit”
  1. In the Select Operation list, select Multiplication.
  2. In the Property box,  select the property you want to use for multiplication.
  3. To include multiple properties for multiplication, click  .
Division Divide two numerical property values for properties “Total Weight of the Products”  and “Total Weight of the Carton”. That is, Per Unit Weight = Total Weight of the Products / Total Weight of the Carton
  1. In the Select Operation list, select Division.
  2. In the Property box,  select the property you want to use for division.
  3. To include multiple properties for division, click  .
Add number value Product catalog in Unbxd PIM includes a property called “Price.” However,to increase all product prices by a specific value, such as a discount or tax percentage. To automate this calculation and update the prices accordingly,use the Add Number Value operation.
  1. In the Select Operation list, select Add number value.
  2. In the Text box,Enter the value by which you want to add on .
  3. To include multiple properties for Add number values, click  .
Substract number value Product catalog in Unbxd PIM includes a property called “Price.” However, to increase all product prices by a specific value, such as a discount or tax percentage. To automate this calculation and update the prices accordingly, you can use the Add Number Value operation.
  1. In the Select Operation list, select Substract number value.
  2. In the Text box,Enter the value by which you want substract .
  3. To include multiple properties for Substract number values, click  .
Multiply number value Product catalog in Unbxd PIM includes a property called “Unit Price.” However, you want to adjust the prices based on a specific factor, such as a markup or discount percentage. To automate this calculation and update the prices accordingly, you can use the Multiply Number Value operation.
  1. In the Select Operation list, select Multiply number value.
  2. In the Text box,Enter the value by which you want multiply the value.
  3. To include multiple properties for Multiply number values, click  .
Divide number value Product catalog in Unbxd PIM includes a property called “Unit Price.” However, you want to adjust the prices based on a specific factor, such as a markup or discount percentage. To automate this calculation and update the prices accordingly, you can use the Divide Number Value operation.
  1. In the Select Operation list, select Divide number value.
  2. In the Text box,Enter the value by which you want divide the value.
  3. To include multiple properties for Divide number values, click  .
Percentage Get % portion of a particular property value. That is,Offer Price= 80% of Actual Price
  1. In the Select Operation list, select Percentage.
  2. In the Percentage portion box, enter the percentage value.
Convert Integer to float Product catalog in Unbxd PIM includes a property called “Weight.” However, the weight values are currently stored as integers, representing whole numbers. To provide more precise weight information, convert the integer values to floating-point numbers.
  1. In the Select Operation list, select Convert Integer to float.
Ceil If a product has an average rating of 3.7, applying the Ceiling operation with zero decimal places will round it up to 4. Similarly, if another product has an average rating of 2.2, it will also be rounded up to 3
  1. In the Select Operation list, select Ceiling.
Convert float to integer You have a product catalog in Unbxd PIM that includes a property called “Quantity.” The quantity values are currently stored as floating-point numbers, but you want to represent them as whole numbers without decimal places for consistency and simplicity. To achieve this, you can use the Convert Float to Integer operation.
  1. In the Select Operation list, select Convert Integer to float.
Round off Round off the property values of a property “Weight” upto two decimal placesThat is, the value 114.7261 will become 114.73
  1. In the Select Operation list, select Round off.
  2. In the Round off to box, enter the value for the decimal places.
Import Utility Rules
Merge Product data coming from multiple sources, each containing specific information about the products. To create a unified view of the products and consolidate the data,use the Merge operation within an Import Utility rule.
  1. In the Select Operation list, select Merge.
  2. In the Property box, select the property to merge.
DeDuplicate You have an import file containing product data from different sources, and there might be instances where duplicate products exist with slightly different information. To streamline your product catalog and avoid duplicates, you can use the De-duplicate operation within an Import Utility rule.
  1. In the Select Operation list, select DeDuplicate/strong>.
  2. In the UID key box, enter the value
  3. Select the property from the property list
    • Click Save.

10.If you no longer want to map the template property to your PIM property, Click on Skip Property.
11.To change the name of the template property, click the edit icon .
12.Click Save Mappings.
13.If you want to change the name and description of the template, switch to the Template Details tab, make the necessary changes, and click Update.
14.To create a new custom template with the existing mappings, click Save as New Template.
15.If you want to change the template name and description, switch to the Template Details tab, make the desired changes, and click Update.

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