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
  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. View a Catalog Information
    4. 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. 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. Mandatory Property Mappings for Shopify
      3. Properties in Shopify and their importance
      4. Importing the data into Unbxd PIM from Shopify
      5. Exporting data from Unbxd PIM to Shopify
      6. 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. Steps to get template file for Ebay-
    10. Channel Integration-
      1. Google Shopping App Installation
      2. Mandatory Properties for Google Shopping

Editing an Existing Task

Once you create a task, you can edit an ongoing task. Editing a task includes:

  • Adding more assignees
  • Editing name or instruction
  • Downloading Task Product Reports
  • Adding products to task
  • Adding more properties
  • Stopping the task
  • Deleting the task
  • Changing Task status directly from Product Listing Page. 

 

Add more assignees to a task

  1. On the MANAGE tab, click Tasks to access the Tasks Listing page.
  2. Locate the task you want to add more roles/members to and click the corresponding task card.
  3. Click Manage and then select Add more Assignees. This action opens the Add More Assignees window, where you can view the selected roles and members.
  4. In the Assign the task to list, select the additional member(s) and/or role(s) you want to add to the task. Click Add to Task.

Note: The person initially in charge of a task has the authority to assign it to another team member but is unable to disassociate themselves from the task.

Edit the name or instruction for a task

  1. On the MANAGE tab, click Tasks to access the Tasks Listing page.
  2. Locate the task you want to edit the name or instruction for and click the corresponding task card.
  3. Click Manage and then select Edit name or instruction. This action allows you to change the task’s name or instructions.
  4. Update the name or instruction as desired.
  5. Click Update Task to save the changes.

Download the task products report

  1. On the MANAGE tab, click Tasks to access the Tasks Listing page.
  2. Locate the task you want to download the task products report and click the corresponding task card.

 

 

The downloaded file looks like this and will help you identify missing details.

 

 

 

 

 

Add Products to a task:

  1. On the MANAGE tab, click Tasks to access the Tasks Listing page.
  2. Locate the task you want to add products and click the corresponding task card.
  3. Click Manage and then select Add Products to task. This action allows you to add more products to already existing task.
  4. Checkmark all the products that you want to add task
  5. Click Add products to task to save the changes.

 

 

 

Add more properties to a task:

  1. On the MANAGE tab, click Tasks to access the Tasks Listing page.
  2. Locate the task you want to add properties and click the corresponding task card.
  3. Click Manage and then select Add more properties. This action allows you to add more properties to already existing task.
  4. Checkmark all the properties that you want to add
  5. Click Add properties to task to save the changes.

 

 

 

Stop the ongoing task

  1. On the MANAGE tab, click Tasks to access the Tasks Listing page.
  2. Locate the task you want to stop.
  3. Click Manage and then select Stop the task.
  4. A confirmation tab appears,Confirm by clicking on Stop task.

 

 

 

 

Delete an ongoing task

  1. On the MANAGE tab, click Tasks to access the Tasks Listing page.
  2. Locate the task you want to stop.
  3. Click Manage and then select Stop the task.
  4. A confirmation tab appears,Confirm by clicking on Stop task.

 

 

 

Change Task status directly from Product Listing Page. 

  1. Click on Manage
  2. Click on the the desired task for which you want to change the task status
  3. Below Task status double click you can see an dropdown select from the above options:To Do,In Progress,Completed.

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