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-

Editing a Workflow

You have the flexibility to make changes to your workflow configurations based on dynamic updates in your PIM processes and endpoint requirements. You can edit workflows that are in the following statuses:

  1. Draft: The workflow is saved but not started.
  2. Active: The workflow has been started.
  3. Paused: The workflow has been temporarily stopped.

Editing a Draft Workflow

You can do the following:

  • Change the trigger and its configurations
  • Add or remove nodes
  • Change the node configurations
  • Change the workflow details

To edit a draft workflow:

  1. Click on Manage , and then click Workflow.
    The Workflows Listing page appears.
  2. If you are looking for a specific draft workflow, in the search box, search by the workflow name.
  3. If you want to filter by workflow status, in the Status list, click Draft.
  4. If you want to filter by the event or time trigger, in the Trigger Type list, click Time or Event.
  5. Click   for the draft workflow you want to edit.
  6. To view activity log for the workflow, click  .
  7. If you want to change to “Time” trigger, do the following:
    1. In the list, click Time.
    2. In the Repeats every box, enter a repeat frequency number for your workflow.
    3. Select Hours, Minutes, Weeks, or Months.
      • If you select Minutes, set the repeat frequency to 15, 20, or 30 minutes.
      • If you select Weeks, click to select day of the week, time, and time zone you want to run the workflow.
      • If you select Months, click to select the date, time, and time zone you want to run the workflow.
    4. In the Ends list, do one of the following:
      • If you do not want the workflow to end, select Never.
      • If you want to end the workflow on a specific date, select On a Specific Date, and then enter the date (in DD/MM/YYYY format).
      • If you want to end the workflow after a specific occurrences, select After Specific Occurrences, and then enter the repetition count.
  8. If you want to change to “Event” trigger, do the following:
    1. In the list, click Event.
    2. Select the standard PIM operations. That is, Addition, Completion, and Removal.
    3. If you select Addition, set an event trigger based on addition of products to a label or addition of products to a static product group.
    4. If you select Completion, set an event trigger based on the following:
      • Completion of import
      • Completion of channel import
      • Completion of PIM task
      • Completion of a network task
      • Completion of certify to network action
    5. If you select Removal, set an event trigger based on removal of products from a label or removal of products to a static product group.
  9. If you want to change the configurations for a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Make your changes.
    3. Click Update Node.
  10. If you want to remove a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Click Remove Node.
  11. If you want 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.
  12. To branch out a node into other nodes, click.
  13. If you want to update the workflow name and description, click the Workflow Details tab, and then enter the name and description.
  14. Click Update.
  15. To start a workflow, click Start Workflow.
    Once started, the workflow status changes from Draft to Active.

Editing an Active Workflow

An active workflow is a workflow that has been started.

You can do the following:

  • Change the node configurations
  • Change the workflow details

Note: You cannot change the trigger configurations for an active workflow.

To edit an active workflow:

  1. Click on Manage  , and then click Workflow.
    The Workflows Listing page appears.
  2. If you are looking for a specific draft workflow, in the search box, search by the workflow name.
  3. If you want to filter by workflow status, in the Status list, click Active.
  4. If you want to filter by the event or time trigger, in the Trigger Type list, click Time or Event.
  5. Click   for the active workflow you want to edit.
  6. To view activity log for the workflow, click  .
  7. If you want to change the configurations for a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Make your changes.
    3. Click Update Node.
  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 Update.
  10. To pause a workflow, click Pause Workflow.
    Once paused, the workflow status changes from Active to Paused.

Editing a Paused Workflow

You can change the following for a temporarily stopped workflow:

  • Change the trigger and its configurations
  • Add or remove nodes
  • Change the node configurations
  • Change the workflow details

To edit a paused workflow:

  1. Click on Manage , and then click Workflow.
    The Workflows Listing page appears.
  2. If you are looking for a specific paused workflow, in the search box, search by the workflow name.
  3. If you want to filter by workflow status, in the Status list, click Paused.
  4. If you want to filter by the event or time trigger, in the Trigger Type list, click Time or Event.
  5. Click   for the paused workflow you want to edit.
  6. To view activity log for the workflow, click  .
  7. If you want to change to “Time” trigger, do the following:
    1. In the list, click Time.
    2. In the Repeats every box, enter a repeat frequency number for your workflow.
    3. Select Hours, Minutes, Weeks, or Months.
      • If you select Minutes, set the repeat frequency to 15, 20, or 30 minutes.
      • If you select Weeks, click to select day of the week, time, and time zone you want to run the workflow.
      • If you select Months, click to select the date, time, and time zone you want to run the workflow.
    4. In the Ends list, do one of the following:
      • If you do not want the workflow to end, select Never.
      • If you want to end the workflow on a specific date, select On a Specific Date, and then enter the date (in DD/MM/YYYY format).
      • If you want to end the workflow after a specific occurrences, select After Specific Occurrences, and then enter the repetition count.
  8. If you want to change to “Event” trigger, do the following:
    1. In the list, click Event.
    2. Select the standard PIM operations. That is, Addition, Completion, and Removal.
    3. If you select Addition, set an event trigger based on addition of products to a label or addition of products to a static product group.
    4. If you select Completion, set an event trigger based on the following:
      • Completion of import
      • Completion of channel import
      • Completion of PIM task
      • Completion of a network task
      • Completion of certify to network action
    5. If you select Removal, set an event trigger based on removal of products from a label or removal of products to a static product group.
  9. If you want to change the configurations for a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Make your changes.
    3. Click Update Node.
  10. If you want to remove a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Click Remove Node.
  11. If you want 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.
  12. To branch out a node into other nodes, click.
  13. If you want to update the workflow name and description, click the Workflow Details tab, and then enter the name and description.
  14. Click Update.
  15. To resume a paused workflow, click Resume Workflow.
    Once resumed, the workflow status changes from Paused to Active.
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