Bulk assign document and embedded video links to product pages.


Product Document Import - Bulk Assign Docs and Videos to Products

Overview

If the nature of your business means you've got multiple products that share one document (e.g., a size guide or standard material safety data sheet) or video, use the Product Document & Video Import feature to assign one file to many product codes.

This will not only save you data storage, but it also means you need to update the document or video link (YouTube or Vimeo) just once when there is a change - instead of creating and uploading a separate file or link for every product individually.  


For example, a site sells apparel. There is one size guide PDF for women's shirts, another for men's, another for kids'. Ideally, each size guide is uploaded just once, then associated with every applicable shirt's product page. Or if there is a video relevant to more than one product, it can be bulk-uploaded and associated with  relevant products. Video are displayed and played in the product gallery. 

Product page with size guide PDF link


On this page:



Step-by-step guide

Here's how to use Product Document Import. 

Prepare your CSV file
  1. If your document file(s) haven't already been uploaded to the CMS, do this first. To check the settings and document file types, see: Product Documents.

    Go to File Manager, select the Documents folder and go to the correct sub-folder. Click Upload, browse to your document(s) or video(s) and click Upload. 
    CMS File Manager upload documents

  2. Next, get your CSV file ready. You can download an example template on the import page, or use this one - product-document-example.csv.

  3. Check the CSV file has 5 columns: 
    Column A - ProductCode: Product code a document/video is for in this import.
    Column B - Label:  Text the user clicks to open the document/video. Example: "Size guide"
    Column C - Path:  Path to document on website. Use folder path + file name. Example: "/Documents/Size-Guide-Womens.pdf". For a video, just enter the Video ID, e.g., 3kN8n-ZavKg
    Column D - Tag:  (optional) Words you want to associate with this product and document combination. Tags can be used as a filtering device in the Product Documents Widget on the product page.
    Column E- Type: File type: document, Vimeo or YouTube.   

    If you have more than one tag for a product document, separate each one with a comma. Example: shirts, womens


  4. Save your file in .csv format.

  5. In the CMS, go to Products & Categories → Product Document & Video Import.

  6. In Default Media Type, enter the default media type for this download. If no 'Type' is entered for a product in the CSV file, this default is used.

  7. If tags are used, in the Default Tag dropdown, select an existing tag to use for this import.

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


    No Default Tag Selected

  8. Select the Import Type you're after: 
    Append - Adds documents to the products on the CSV file, but does not affect existing product docs  IMPORTANT- Make sure there are no duplicate lines in the CSV file or that the product does not already have this file as this will result in duplicate document links in the product's page.
    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). NOTE - Duplicate lines will be skipped and noted in the Import Log. We will not cancel the import.
    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)

  9. Click 'Select files' to browse to your saved CSV. Once you select the file, the import will begin automatically. 

  10. When complete, the Import Log shows the results of your import, including any errors. 
    Product Document Import results


Additional Information



Minimum Version Requirements


**.**.**


Prerequisites


--


Self Configurable


Yes


Business Function


Products & Categories


BPD Only?


Yes


B2B/B2C/Both


Both


Third Party Costs


n/a



Related help

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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

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