Help Documentation

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. 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
  8. 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 Adapters
  9. 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. Edit Mode
    10. View Activity Log Details for a Product
    11. View Product Details
    12. View Task Information for a Product
    13. Delete a Product
    14. 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
    15. 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
  10. 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
  11. 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
  12. 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
  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
      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
    6. 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. View Activity Log Details for a Network Product
      5. Delete Products from Network
      6. Export Certified Product Labels
      7. Export Product Labels with Readiness Check & Assign Task
      8. Add Partner Readiness for a Product Label
      9. Edit a Product Label
      10. View Certified Products
      11. 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
    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 - 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. Scripts - Transform your Product Data
    1. Using the Transformation Script Editor
    2. List of Transformation Scripts
  18. Channel Integration
    1. Channel Integrations -
      1. Installing Unbxd PIM via BigCommerce
      2. Installing BigCommerce store via Unbxd PIM
      3. Importing Data from BigCommerce to Unbxd PIM (via BigCommerce)
      4. Sending Data from BigCommerce to Unbxd PIM (Subsequent Transfer)
      5. Getting Data from BigCommerce via Unbxd PIM
      6. Getting Data into BigCommerce from Unbxd PIM
      7. Sending Data to BigCommerce via Unbxd PIM
      8. Importing data into Unbxd PIM from BigCommerce
      9. Exporting data from Unbxd PIM to BigCommerce
      10. Automating import and export using Adapters and Workflows
    2. 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 Adapters and Workflows

Unbxd PIM Nomenclature

Before you start exploring the Unbxd PIM, familiarize yourself with some simple terminologies.

Import

Import is the process of integrating your product content into Unbxd PIM. You can use the following file formats to initiate your import:

  • .CSV
  • .XLS
  • .JSON
  • .XML
Member

An individual assigned to manage or perform PIM related activities in an organization.

Role

Role defines the nature of an individual’s PIM responsibilities in an organization. For example, a member, Sarah Dave works on editing and updating product descriptions, has the role “Writer”.

Property

Properties are characteristics that define a product. For example, Product Name, Brand, Size etc. Properties can also include digital assets (product images) of the product. Each product can have multiple properties.

Property Group

A property group is a set of related properties. While viewing the product details page of a product, the grouped properties are easily accessible and readable. For example, “Technical Details” is a property group with the following properties:

  • OS
  • RAM
  • Item Weight
  • Product Dimensions
  • Battery Power
Category

A category is a product classification that identify a product. A subcategory is a category that is grouped at different hierarchy levels in another category.

Asset

An asset is an image file (for example, .JPEG, .PNG, .GIF etc) that displays the visual characteristics of a product. 

Products

Products consists of products with no variants (solo products), parent products, and variant products. Post a product import, the Products Listing page displays all the products. The default view will display solo products and variant products.

Solo product

A product with no variants.

Parent product

Once you add variants to a solo product, the product becomes a parent product and is linked to the newly associated variant products. For example, the common properties of a shoe would be:

  • Product Name – Jordan Zoom
  • Product Brand – Hikee
  • Product Type – Shoe
Variant product

A variant product shares common properties with its parent and every variant product is linked to its parent product.

For example, the variant properties of the shoe mentioned above would be:

  • Variant 1:
    Color – Blue, Size: US 8, Style – Sports
  • Variant 2:
    Color – Red, Size: US 8, Style – Sports
  • Variant 3:
    Color – Teal, Size: US 9, Style – Casual
Certify products to network

Once your organization believes that the products are accurate and complete with respect to its information, it is considered ready and is certified for network.

You can either certify random products or product labels (grouping the products into meaningful sets) to the network.

Product Groups

You can group the products for easy accessibility and to perform actions based on specific products.

Static product group

A static product group lets you manually group products. You can add or remove products from this group anytime.

Dynamic product group

A dynamic product group lets you define the filter conditions to group the products. In a dynamic product group, products are automatically added or removed based on the filter conditions.

Catalogs

Catalogs allow you to share specific set of product and their details through a published link.

Tasks

Tasks are activities assigned to members for ensuring complete and accurate product information.

Task Templates

You can use task templates to instantly create tasks. It avoids the repetitive process of selecting same properties and members/roles every time you create a task.

Network

Network will ensure exchange of the product information to different stakeholders in specified formats.

Products

Products under network are certified products.

Product Labels

Product labels are a logically arranged set of certified products.

Partners

Partners are business entities to whom you can send complete and up-to-date product information from Unbxd PIM.

Adapters

Adapters allow you to map your properties to System and Custom adapter properties before exporting the product for distribution.

Exports

You can send product information to stakeholders in .CSV, .XLS, .JSON, and .XML format.

Workflow

Workflow allows you to automate your PIM processes. For example, a standard day-to-day process can include importing product data, updating product properties, and exporting the latest data with different stakeholders.

Node

A node is a PIM component that can be configured to automatically perform a PIM action or requires manual intervention for its completion. Nodes are used to define the workflow steps.

Channels

Channels are apps integrated with Unbxd PIM for PIM related data transfer and processing. For example, BigCommerce.

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