Structured information to guide you through Unbxd PIM with minimal assistance
  1. Introduction
  2. Access Unbxd PIM
  3. Unbxd PIM Nomenclature
  4. Explore Unbxd PIM
  5. Your Profile
  6. Unbxd PIM Info Mode
  7. Imports - Onboard & Schedule your Product Content
    1. Import File Best Practices
    2. Perform First-time Product Import
    3. View an Existing Import Information
    4. Schedule an Import
    5. Edit a Scheduled Import
    6. View a Scheduled Import Information
    7. Stop a Scheduled Import
    8. Delete a Scheduled Import
    9. Import Adapters
  8. Organization - Set up your PIM Team
    1. Invite a New Member
    2. Change Member Name and Assigned Roles
    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
  9. 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. Delete a Property
    8. Property Groups
    9. Create a New Property Group
    10. Change Property Group Name and Associated Properties
    11. View a Property Group Information
    12. Delete a Property Group
  10. 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
  11. Assets - Manage your Digital Files
    1. Add a New Asset
    2. Associate Assets with Products
    3. Perform Asset Transformations
    4. Disassociate Asset from Products
    5. Download Assets
    6. Delete an Asset
  12. 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. View Product Details
    10. View Task Information for a Product
    11. Delete a Product
    12. Product Groups
    13. Create a Static Product Group
    14. Edit a Static Product Group
    15. View a Static Product Group Information
    16. Delete a Static Product Group
    17. Create a Dynamic Product Group
    18. Edit a Dynamic Product Group
    19. View a Dynamic Product Group Information
    20. Delete a Dynamic Product Group
    21. 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 for Network
      6. Delete Multiple Products
      7. Certify Product Groups to Network
      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
  13. Tasks - First Step Towards Building Processes
    1. Create a New Task
    2. Edit an Existing Task
    3. Stop a Task
    4. View Task Details and Task Status Details
    5. Task Templates
    6. Create a New Task Template
    7. Edit a Task Template
    8. View Task Template Details
    9. Create a Task using a Task Template
    10. Delete a Task Template
    11. Task Assignee
  14. 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
  15. Network - Partner Readiness & Content Distribution
    1. Certified Products & Product Labels
      1. Customize your Network Products Listing View
      2. Export Certified Products
      3. Export Products with Readiness Check & Assign Task
      4. Delete Products from Network
      5. Export Certified Product Labels
      6. Export Product Labels with Readiness Check & Assign Task
      7. Add Partner Readiness for a Product Label
      8. Edit a Product Label
      9. View Certified Products
      10. Delete a Product Label
    2. Partners
      1. Create a Partner
      2. Edit a Partner
      3. View Partner Details
      4. Delete a Partner
    3. System Adapters & Custom Adapters
      1. Edit a System Adapter
      2. View System Adapter Details
      3. Create a Custom Adapter
      4. Edit a Custom Adapter
      5. View Custom Adapter Details
      6. Delete a Custom Adapter
      7. Working with Data Transformation Scripts
    4. 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
  16. Workflows - Build Processes & Deliver Quick
    1. Create a New Workflow

Performing First-time Product Import

Once you have the import file ready, all you have to do is get that product data into Unbxd PIM. The first-time product import is a two-stage process:

  1. Uploading product information
  2. Mapping and configuring product properties

Note: If you have no file to import, you can start with 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.

Uploading Product Information

  1. On the MANAGE tab, click Imports.
  2. Click New Import.
  3. Enter the import name.
  4. In the Select your import type list, select Product Import.
  5. Click Proceed.

  6. Do one of the following:

    • Drag and drop the file (.CSV, .XLS, .JSON, or .XML).
    • If you want to view a sample formats of an import file, you can click Download sample formats.
    • To upload the file from your system, click Fetch from Computer.
      Note: You can also upload a .ZIP file to import your product information. The .ZIP file will only the import the formats specified above.

    • To upload your file using an SFTP location, do the following:

      1. Click Fetch from SFTP.
      2. In the Select SFTP list, click Add SFTP Details.
      3. Enter a name for the SFTP.
      4. Enter the hostname for the SFTP.
      5. Enter the port number for the SFTP server.
      6. Enter the path to the file you want to import.
      7. Enter the username and the password.
      8. To test connectivity of the SFTP location, click Test Connection.
      9. Click Save & Start Import.
    • To upload your file using a public URL, click Fetch from URL.

Once your file is processed, all the uploaded properties appear in a tabular format replicating your import file.

Note: You are still in the pre-import phase and the data in the table is a snapshot of your import file.

For the first import, all  the properties are tagged NEW. You can now start mapping the product properties so that Unbxd PIM interprets your product information accurately before the actual import. Here, you can map the product properties as a new property or map to an existing property.

You must perform the following steps before starting the actual import:

1. Map your important PIM properties

2. Configure your properties

Step 1: Mapping your Important PIM Properties

First, you must map the following important PIM properties:

  • Product Id (mandatory)
  • Product Name (recommended)
  • Product Image
  • Parent Id
  • Category

For example, Product Id might be equivalent to the SKU Id of your import file. Then Product Id will be mapped to SKU Id.

To map the important PIM properties:

  1. (mandatory) In the list, select your property that is equivalent to a product id.
  2. (recommended) Select your property that is equivalent to a product name.
  3. In the list, select your property that is equivalent to a product image.
  4. If you have a parent id for your products, in the list, select the property that is equivalent to a parent id.
  5. If you have categories for your products, in the list, select the property that defines your category structure. Once you map a property as “Category”, the property will automatically set its data type to “Tree/List”.
  6. To configure these properties, click  next to the properties.

List of New Properties

The new properties are listed based on different data types. Once you upload the product information, Unbxd PIM automatically shows the data types based on the different property values.

To view the new properties and their data types:

  1. Click  to view the new properties.
  2. To configure the properties, click  next to the properties.

Step 2: Configuring the Properties

You can set the following configurations for the properties:

  • Change the property name
  • Map to an existing property or it will automatically create a new property
    Note: The existing properties come up in the list if you have separately created them.
  • Write scripts to perform data transformation
  • Select the data type for the property
  • Make the property searchable in PIM
  • Define multivalued separators

Adding a New Custom Property Column

Based on your requirements, you can always add a new property column at the pre-import phase. You can either map it to an existing property or let it automatically create a new property. Or, you can write script for the new column take values from other property columns. For example, you can create a new custom column called “Product Title” and show the values of both “Brand” and “Product Name”.

To add a new custom property column, you can click Add a custom property column.

To remove the new custom column, click Remove Column.

Now, let us get back to configuring your properties.

Unbxd PIM provides two separate views to set your property configurations:

  • Column header view

  • Tabular view

To start configuring your properties:

  1. If you are looking for a specific property, in the search box, search by property name.
  2. Click the column header for the property you want to set the configurations.

  3. To open the tabular view, click Switch to direct field-to-field mapping.

Changing the Property Name

The property names are directly picked up from the import file unless you change them in the pre-import stage.

To change the property name:

  1. If you are looking for a specific property, in the search box, search by property name.
  2. Click the column header for the property you want to change the property name.

  3. In the Property Name box, enter a new name for the property.

Mapping your Properties

If you want to map the property to an existing property, in the Map to list, select to map the property to an existing property. If there is no mapping, it will automatically create a new property with the same name.  For example, you can map the new property “Product Name” to an existing property “Title”. The property “Title” is created via the Property section. For more information about creating a new property, see Creating a New Property.

Writing Scripts for Data Transformation

You can write scripts to transform content before it is ingested to PIM. This can include combining different property columns or splitting a property column into individual columns. For example, when you have to import files coming from multiple sources and a specific property has multiple interpretations in all the files, in that case, you can interpret the property data and transform it into the required PIM format to maintain single-source-of-truth for better data handling and manipulation.

To write scripts:

  1. Click the column header for the property you want to set the configurations.
  2. Click Script.
  3. Click Edit Script.
  4. Enter the code.
  5. If you want preview the output of your code, click Preview Output.
  6. Click Validate & Save.

Setting Data Type for a Property

Unbxd PIM automatically detects the data types for your product properties. You can continue to change the data type for the properties.

To set the data type:

  • In the Data Type list, select the data type for the property.  You can also search for a data type. You can select from the following data types:
    • String
    • Number
    • Date
    • Link
    • Boolean
    • File
    • Image
    • Tree/List
    • Text Area

For more information on property data types, see Property Data Types.

Making a Property Searchable

If you want to make a property searchable, select the Searchable in PIM check box.
Note: By default, properties equivalent to product id and product name are set as searchable.

Once a property is made searchable, you can search for its values in the Products Listing page. For example, post the import, there are products with the word “cotton” in the Product Name. Searching for the same in the Products Listing page gave the following results:

Skipping a Property Column

There might be cases where you do not want a specific column of the import file to get into the PIM system. All you have to do is click Skip from Import.

Property with Multiple Values

If you have a property with multiple values in a specific column of your import file, you can select the Have multivalued separator check box and enter the separator for the multiple values. You can now import the values as multiple values rather than a single value.

Confirmation before Import

Once you are done with the mapping and property configurations, click Start ImportA confirmation window summarizes the changes.

For example, in this case, though Category mapping was done, the category separator was not defined. Here the property “Suitable For” is the category. Click  to set the separator. For more information about categories, see Categories.

Once you are done, click Start Import.

Here, you can select the checkbox to save the property mapping and configurations in an import adapter. You can use the import adapter with the saved mapping and configurations for  your subsequent imports.

For more information about import adapters, see Import Adapters.

Click Start Import.
After a successful import, you can view the import status.

Once you are done with the product import, you can find the updated products and properties in the following pages:

  • Properties Listing page
  • Products Listing page
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