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Product Document Import - One PDF for multiple productsBulk Assign Docs to Products

Overview

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MultiExcerptNameFeature Overview
If the nature of your business means you've got multiple products that share the same PDF document (perhaps a size guide or standard material safety data sheet), our Product Document Import feature will allow you to assign one file to many different product codes.

This will not only save you data storage, but also means you can update the document just once in the event of a change - instead of creating and uploading a separate file for every affected product individually.  

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Ideally, you'd want to upload the PDF of the Women's Shirts Size Guide just once, then associate every women's shirt with that file so that users could access it from the product page as they shop.  Product Document Import allows you to do just that.

Product page with size guide PDF link


Step-by-step guide

Here's how to do it:

  1. If your PDF document file(s) haven't already been uploaded to the CMS, do that first.
    Go to File Manager, select the Documents folder and navigate to the correct sub-folder if required. Click Upload, browse to your document(s) and select to upload. 
    CMS File Manager upload documents
  2. Next, get your CSV file ready. You can download an example template on the import page, or there's also one here - product-document-example.csv.
  3. Your file needs 4 columns: 
    • Column A - ProductCode: This is the product code you're editing documents for in this import.
    • Column B - Label:  This is the label text the user will click on to access the PDFdocument.  Example: "Size guide"
    • Column C - Path:  This is the path to the document on your website. You need the folder path + file name. Example: "/Documents/Size-Guide-Womens.pdf"
    • Column D - Tag:  This should be any tag(s) you want to associate with this product and PDF file combination. You can use tags as a filtering device in the Product Documents widget on your product page. 
      If you have more than one tag for a product document, separate with a comma. Example: shirts, womens

      Example of import data
  4. Save your file in .csv format.
  5. In the CMS, navigate to Products & Categories → Product Document Import. 
  6. In the Default Tag dropdown, you can select one of your existing tags to use for this import.
    Warning

    If you choose not to nominate a default, you'll need to make sure the 'Tag' column is populated for every item on your spreadsheet. 

    No Default Tag Selected 
  7. Select the Import Type you're after: 
    • Append - Adds documents to the products on the CSV file, but does not affect existing product docs
    • Overwrite - Replaces existing documents on products in the file with the new documents specified. It will only do this where the tag on the existing document matches what is on your CSV file (or the default tag if none is specified on the spreadsheet). 
    • Delete - Removes all existing specified documents. Here you can choose to delete by tag (where there is a match), or by file path (where there is a match)
  8. Click 'Select files' to browse to your saved CSV. Once you select the file, the import will begin automatically. 
  9. Once complete, the Import Log will show whether all data was updated successfully, or the results of your import, and whether any errors were encountered. 
    Product Document Import resultsImage Added


Additional Information

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Minimum Version Requirements


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**.**.**


Prerequisites


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--


Self Configurable


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Yes / No


Business Function


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Marketing Finance IT OPPs


BPD Only?


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Yes / No


B2B/B2C/Both


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Both


Ballpark Hours From CV (if opting for CV to complete self config component)


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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support


Ballpark Hours From CV (in addition to any self config required)


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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a or Fees apply


CMS Category


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 CMS Category



Content by Label
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Macro Instructions for carrying Article Information through to Feature List

Minimum

Version

Requirements

BPD

ONLY


Business Function

CMS Category

B2B
B2C

BOTH

Feature

Feature Description

(Written for our customers and can be pasted into comms sent to them)

Additional info

Pre-Reqs/
Gotchas

Self Configurable

Ballpark Hours
From CV

(if opting for CV to complete self config component)

Ballpark Hours
From CV

(in addition to any self config required)

Third Party Costs

Instructions for carrying Excerpts through from this page to the Feature List

Article Page:

Add macro  / Multiexcerpt (or copy and existing excerpt and edit) or (Copy existing page and place content into existing excerpt macros)

On Features List page:

Click in the Cell to be populated  / add macro /  Multiexcerpt Include / Select the Article page and the excerpt (or copy another feature line and edit the 'Article page' source.

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