Product Families - Iteration 2
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      Assigning Products to Product Families 2 via Import

      How to assign single products to families, and parent products and their variations to families and models when importing a CSV file

      If you're using Product Families Iteration 2 in your account, you will notice that some things are different than before when importing a CSV file. This article will outline the steps to assign single products to a Family via import, as well as the steps to assign parents and variations to a Family and Model via import.

       

      Importing Single Products

      Importing Parent Products and Variations

       

      *Skip to any section in this article by clicking on the links above

       

      Importing Single Products

      Navigate to the importer by clicking on 'Products,' 'Import.'

      1. Drag and a drop a file or click to select a file from your computer. Select the correct file settings to ensure the preview of your file looks the same as your CSV. Click 'Next.'Select file settings for importing products to assign to Product Families.
      2. Select import options according to your needs. Click 'Next.'Select import options for importing products to assign to Product Families.
      3. Now you'll select Product Family options. There are three sections to determine what happens when your product information is imported:Select Family options for importing products to assign to Product Families.
        1. "Attributes that don't belong to the Family" - for attributes outside of the Family you assign to single products, you can choose to 'Ignore values' or 'Update values.'For attributes that don't belong in a product's family, you may choose to ignore their values, or update them.
        2. "Attributes at parent level with values in variants" - this does not apply to single products so you can disregard it. 
        3. "New parents with variants" - this does not apply to single products so you can disregard it. 
      4. Next, complete data matching. Ensure that each column of the file you want to import is mapped to an attribute in Plytix. You may also review your file settings, import settings, and Family options settings, which you can change by clicking on the 'Edit' icon.
      5. Lastly, click 'Start import.'

      Once you've completed the Family options section, continue to data matching as you normally would. You can return to edit the Family options by clicking on the pencil icon next to "Family Options."

      Importing Parent Products and Variations

      Navigate to the importer by clicking on 'Products,' 'Import.'

      1. Drag and a drop a file or click to select a file from your computer. Select the correct file settings to ensure the preview of your file looks the same as your CSV. Click 'Next.'Select file settings for importing products to assign to Product Families.
      2. Select import options according to your needs. Click 'Next.'Select import options for importing products to assign to Product Families.
      3. Now you'll select Product Family options. There are three sections to determine what happens when your product information is imported:Select family options for importing products to assign to Product Families.
        1. "Attributes that don't belong to the Family" - for attributes outside of the Family you assign to single products, you can choose to 'Ignore values' or 'Update values.'For attributes that don't belong to a products Family, you may choose to ignore or update values.
        2. "Attributes at parent level with values in variants" - you can choose to 'Ignore values,' meaning that no changes are made to the existing data in your account, or 'Overwrite values,' meaning that the newly imported values appear as "Overwritten" attributes on variant products.For attributes at parent level with values in variant products, you may choose to ignore or overwrite their values.
        3. "New parents with variants" - you can choose 'Ignore,' meaning that new parent products with variations will not be imported, or 'Add,' meaning that you must select a Family and a Model to which new parent products and their variations will be assigned.For new parents with variants, you may choose to ignore them, or select a Family and Model to which to assign them.
      4. Next, complete data matching. Ensure that each column of the file you want to import is mapped to an attribute in Plytix. You may also review your file settings, import settings, and family options settings, which you can change by clicking on the 'Edit' icon.
      5. Lastly, click 'Start import.'

      When you have finished, you may review the Family options by clicking the pencil icon, or begin the import.

      ⚠️ It is not currently possible to update parent products and variations to a new Family and Model via import. You may change a product's Family and Model from the product overview or a parent product's detail page. 

       

      What's next?

       

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