Help Documentation

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(mandatory)
• 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. (mandatory) 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.

Note: The transformation script uses the Python language because of its excellent readability and uncluttered simple-to-learn syntax.

If you have any trouble writing these scripts or understanding what would work best for your unique business use cases, please write to pim-support@unbxd.com.

There are two types of views available in the edit mode:

• Code View – This is where you write the script for data transformation
• Tool View – This is where you can select a wide range of operations and automatically perform data transformations without writing any scripts. In this case, the python scripts are automatically generated.

To write scripts to perform data transformations (via Code view):

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

To automatically perform data transformations (via Tool view):

1. Click the column header for the property you want to set the configurations.
2. Click Script.
3. Click Edit Script.
4. Click Tool View.
   The Property list displays all the available product properties.
5. If you want to view the sample values of a property, click Show sample values.
   The sample values appears on the right side of the window. If you want to view sample values for other properties from here, select another property, and then click .
6. In the Select Operation list, select an operation for the data transformation.
   

   Operations	Sample Scenario	Steps
   Replace	Replace all occurrences of “Crimson” for the property “Color” with “Red”	In the Select Operation list, select Replace. In the Replace Value box, type the property value you want to replace. In the Replace With box, type the new value.
   Join	Join two properties “ Brand” and “Product Name” using the joining value “-”	In the Select Operation list, select Join. In the Join by Value box, type the character you want to use to join the the two property values. In the Property box, select the second property.
   Prefix	Prefix (add something at the beginning) US currency “$” for the property “Price”	In the Select Operation list, select Prefix. 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”	In the Select Operation list, select Suffix. 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 name Example: https://xyz.shopc.com/LCProdThumb/17/4/174833handbag.jpg Split 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	In the Select Operation list, select Split and Pick. In the Split by box, enter the character using which you want to split property value. In the Pick item at position box, enter the position number using which you want to pick the specific part of the property value.
   Addition	Add two numerical property values for properties “ Base Price” and “Delivery Charges”. That is, Actual price = Base price + Delivery charges	In the Select Operation list, select Addition. In the Property box,  select the property you want to use for addition. 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	In the Select Operation list, select Subtraction. In the Property box,  select the property you want to use for subtraction. 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”	In the Select Operation list, select Multiplication. In the Property box,  select the property you want to use for multiplication. 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	In the Select Operation list, select Division. In the Property box,  select the property you want to use for division. To include multiple properties for division, click  .
   Percentage	Get % portion of a particular property value. That is, Offer Price= 80% of Actual Price	In the Select Operation list, select Percentage. In the Percentage portion box, enter the percentage value.
   Round off	Round off the property values of a property “Weight” upto two decimal places That is, the value 114.7261 will become 114.73	In the Select Operation list, select Round off. In the Round off to box, enter the value for the decimal places.

7. If you want to combine another operation with the previous operation, click Add another operation.
8. If you want to copy the automatically generated code, click Copy Code.
9. If you want to preview the output of your code, click Preview Output.
10. Click Save.

For more information about transformation scripts, see Working with Transformation Scripts.

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 Import. A 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