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 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. View an Existing Import Information
    5. Schedule an Import
    6. Edit a Scheduled Import
    7. View a Scheduled Import Information
    8. Stop a Scheduled Import
    9. Delete a Scheduled Import
    10. Import Templates
  8. Products - Build & Enrich Product Content
    1. Advanced Search and Filtering
    2. Customize your Product Listing View
    3. Add a Solo Product
    4. Add a Variant Product
    5. Edit a Solo Product
    6. Edit a Parent Product
    7. Edit a Variant Product from Product Listing
    8. Edit a Variant Product from its Parent Product
    9. Cloning a Product
    10. Excel Mode
    11. View Activity Log Details for a Product
    12. View Product Details
    13. View Task Information for a Product
    14. Delete a Product
    15. 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
    16. Bulk Actions for Products & Product Groups
      1. Add Products to a Static Product Group
      2. Edit Multiple Products
      3. Assign Categories for Multiple Products
      4. Create Task for Multiple Products
      5. Certify Products
      6. Delete Multiple Products
      7. Certify Product Groups
      8. Delete Product Groups
      9. Edit Multiple Products from a Static Product Group
      10. Remove Products from a Static Product Group
      11. Delete Products from a Static Product Group
      12. Edit Multiple Products from a Dynamic Product Group
      13. Delete Products from a Dynamic Product Group
      14. 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 Network 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. Bulk Upload and Download 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. 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. Standard Templates and Custom Templates
      1. Edit a Standard Template
      2. View Standard Template Details
      3. Create a Custom Template
      4. Edit a Custom Template
      5. View Custom Template Details
      6. Delete a Custom Details
  19. 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
  20. Bulk Transform and Enrichment
  21. Custom Template Uploader
    1. Working of Custom Template Uploader
  22. Custom Template Downloader
  23. Bulk Asset Upload and Download
  24. Image Keyword Extraction
  25. Find Duplicates and Related Products
  26. 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. Importing the data into Unbxd PIM from Shopify
      4. Exporting data from Unbxd PIM to Shopify
      5. Automating import and export using Scheduled Imports/Exports and Workflows
    3. 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
    4. Channel Integration -
      1. Installing Magento via Unbxd PIM
    5. 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
    6. Channel Integration -
      1. Installing Walmart via Unbxd PIM
    7. 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

Imports

Import is your first step towards integrating product information with Unbxd PIM. You can use the Manage Imports page to import your product information via the following file formats:

  • .CSV
  • .XLSX
  • .JSON
  • .XML
  • .TSV

You can also import a . ZIP file with one of the specified formats.

1. Fetching the Import File

  1. Ensure that the import file is prepared and available in the required format.
  2. Choose the source of the import file:
    • Local System: If the file is stored locally, access the import functionality in Unbxd PIM and browse for the file.
    • SFTP Location: If the file is located in an SFTP server, provide the necessary credentials and specify the file path for retrieval.

2. Mapping Important PIM Properties

     Before proceeding with the import, it is crucial to map the important PIM properties. These properties include:

  1. Product Id: A unique identifier for each product. (mandatory)
  2. Product Name: The name or title of the product.
  3. Product Image: An image associated with the product.
  4. Parent Id: The identifier for the parent product in case of variations or product hierarchies.
  5. Category: The categorization of the product.

 Mapping these properties ensures that the imported data is correctly aligned with the corresponding PIM fields. The following steps explain how to map these properties:

  1. Access the import mapping functionality in Unbxd PIM.
  2. Identify the corresponding fields in the import file for each of the important PIM properties.
  3. Map each property by associating the relevant field from the import file with the respective PIM field.
  4. Save the property mappings in an import template configuration for future use.

3. Setting Property Configurations

After mapping the important properties, additional property configurations can be set based on your specific requirements. These configurations can include additional fields, attribute values, or custom mappings. Follow these steps to configure the properties:

  1. Review the available PIM properties and identify any additional fields that require configuration.
  2. Map the corresponding fields from the import file to the desired PIM fields or attributes.
  3. Set attribute values or define custom mappings, if needed, to enhance the imported product data.
  4. Save the property configurations in the import template for future imports.

4. Saving Property Mapping and Configurations

To save time for subsequent imports, Unbxd PIM allows you to save the property mapping and configurations in an import template. This acts as a template for future imports, streamlining the process. Follow these steps to save the mappings and configurations:

  1. Access the import template management section in Unbxd PIM.
  2. Select the current property mapping and configurations.
  3. Save the selected mapping and configurations as an import template.
  4. Assign a suitable name to the template for easy reference and reuse in future imports.

5. Scheduling Imports

Once the initial import is complete, Unbxd PIM offers the option to schedule recurring imports. This automation feature allows you to execute imports automatically, regardless of the import frequency. Follow these steps to schedule imports:

  1. Access the import scheduling feature in Unbxd PIM.
  2. Specify the desired import frequency, such as daily, every 2 hours, or once a week.
  3. Configure additional settings, such as the time of day or specific days of the week for import execution.
  4. Save the import schedule to enable the automatic execution of subsequent imports.

Note: The lower limit for an import frequency is set to 15 minutes. That is, you can schedule an import every 15 minutes, but not lesser than 15 minutes.

If you have no file to import, you can start by creating product properties. For more information, see Properties. If you are still working on your import file or waiting for one, you can start with building your PIM team. For more information, see Organization Setup.

User Permissions:

You can access the Imports functionality based on permissions set by the “admin” or any user equivalent to an admin.

The table below describes the different user privileges based on your system permissions.

Permissions Description or Action
Manage If your system permission for Imports is set to Manage, you can perform the following actions:

  • Product Import
  • Schedule an import
  • Edit a scheduled import
  • Stop a scheduled import
  • Delete a scheduled import
Read Only If your system permission for Imports is set to Read Only, you can perform the following actions

  • View the import listing
  • View a scheduled import
Hide If your system permission for Imports is set to Hide, you cannot access the functionality.

For more information about system permissions, see Setting System Permissions for a Role.

Here is how you can get started with imports:

Quick Navigation → Navigate to OVERVIEW → Import Products.

OR

Navigate to MANAGE → Imports.
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