Importing Product Data via a scheduled CSV Feed

How to automate the import of your data via a CSV feed

If you have to update the same set of data over and over again, scheduled CSV feed imports will make your life so much easier. The CSV feed import allows you to automate the incoming information and reduce the amount of time spent monitoring and executing imports manually. This is especially important if you are updating prices regularly, have an ERP system, get incoming data from suppliers, need daily stock updates in the PIM, etc. Imports from feeds can be automated on schedule using a CSV feed from a file, FTP server, or Dropbox account.

 

⚠️  This feature needs to be enabled for your account. Please contact your customer success manager to get access.

 

💡Check out how to prepare your CSV for a successful import. We'll show you required fields and how to format your data correctly.

 

Setting up your feed

File preview and settings

Import Overview

Data Matching

Import Log

Feed overview

 



Setting up your feed 


To set up your first CSV feed import:

  1. Go to the navigation menu and click on “Products”
  2. Then click "Import" from the dropdown and you will be taken to the Import area
  3. On the left sidebar click on the option “Feeds”
  4. Click on the purple box “Add Feed”

 

add-new-feed

Once you have clicked on “Add Feed” you will be led to the set up of your feed.

Here you can: 

  1. Give your feed a name.
  2. Define whether your CSV feed is from a file, FTP server, or Dropbox account.
  3. Insert the file URL.
  4. Schedule your import feed on the frequency of your choice.

feed-import-settings

ℹ️ Make sure that the URL you are inserting does not have any spaces, otherwise it might be that the file cannot be fetched. 

When choosing an FTP or Dropbox connection, the settings will look a bit different: 

feed-import-ftp-dropbox

Here you will be able to choose from a dropdown a previously created ftp or dropbox connection. Instead of a url, you will also have to define the file path of your folder.

If you have not set up a Dropbox or ftp connection yet, learn how to set it up here



File preview and settings

Once you have defined your CSV feed, you will see a preview of your file. This lets you confirm if the file has been read correctly by Plytix. If you are happy with your preview, click "Next" to continue.

ℹ️Please note that the following steps are just the same as when importing a usual CSV, where you will have to go through a mapping process. If you are already familiar with this, you can skip to the section Import Log

 

file-preview-feed-import

 

ℹ️ If the preview does not look correct, try changing the file settings. All file settings are auto-detected and sometimes the system doesn't guess correctly.

File settings

Column separator

CSV files have a separator character in their format, this is traditionally a comma, but in some cases we see other separator characters. From here you can choose between:

  • Comma (,)
  • Semicolon (;)
  • Pipe (|)
  • Tabulator ( )

Text delimiter

As CSV files are using normal text characters to separate data values, a text delimiter is introduced to encapsulate your content in case your content uses the Column separator. You can choose between single or double quotation marks.

Charset

At its core, all content is encoded into numbers when you save a file. The Charset defines what system/dictionary the PIM uses to translate the encoded numbers into readable text. Today, almost everyone uses UTF-8 to ensure world wide compatibility.

* This setting is auto detected, but you have the option to change it.


Import overview

After you have accepted the file preview, you will see a new screen. This is where you can define how your information will be imported into Plytix. 

File name and status

At the top of the screen, you will see the file name of the CSV feed you are importing and its status. 

import-feed-name-status

The status area identifies how ready your CSV is for import and will check the following things: 

  1. That you have identified an SKU column (required)
  2. How many columns out of the total are matched to data in the PIM
  3. If there are any duplicate attributes detected

 

ℹ️ You do not need to match all columns to start your import. Columns that are not matched will be ignored.

 

Import Settings

These import settings tell Plytix how to ingest the data coming in. 

feed-import-settings

The "Import Products" dropdown lets you choose the following options:

  • Add new products & update existing products (default)
  • Only add new products
  • Only update existing products

 

The "Status for New Products" dropdown lets you choose the following options: 

  • Draft (default)
  • Completed

Learn more about product statuses and how to use them.

 

 

File Settings

These are the file settings as shown in the preview. You can modify them here as well.

feed-file-settings

⚠️ If you change the file settings, you may distort or modify how your data is understood by Plytix

 

Import Profiles

If you have any saved Import Profiles, click on "Load profile" to automatically apply the settings and data matching you have set up for a particular data set. 

feed-import-profiles

You can also save a new profile by clicking "Save profile". 

 

Learn more about Import Profiles and how to use them. 

 

ℹ️ Don't save a new Import Profile until after you have completed the Data Matching section

 


 

Data Matching

This is the part of the Import Overview where you can map the data from your CSV into data you have in Plytix. 

feed-data-matching

In Data Matching, you will see a list of all the headers in your spreadsheet, that will be matched or unmatched. 

Auto-matched attributes

Plytix will automatically match attributes in the system with column headers in your spreadsheet. Automatic matches will happen when the name of the header and the name of the existing attribute are an exact match (case sensitive). 

Matched attribute columns will appear like this: 

sku-data-matching

You can unmatch these columns by clicking the "Unmatch" button on the top right. 

 

⚠️ Unmatched columns will not be imported

 

At the top left-most section, you will find the header from your spreadsheet.

attribute-column-original

Next to that will be the matched attribute or relationship.

pim-column-name

Below this, you will see different advanced settings for how to translate and ingest your data. These vary based on the attribute type.

matching-advanced-settings

Empty Values

In case the incoming data value is blank when updating an existing product, you can choose if the PIM should 'ignore' and leave the existing value untouched (if any), or 'erase the existing' value.

 

New Values

Some attribute types can hold multiple values, for example Categories and Multi-select attributes. When these types of attributes receive new incoming data from an import, you can choose between adding the new data to the attribute, or replacing the old data with the new incoming data.

By default "Empty Values" are ignored and "New Values" will overwrite the existing one. Other settings include choosing different separators for multi-value or hierarchical attributes.

 

To the far right, you will see the preview data from your file. This helps you choose the right attribute type.

file-data-preview

Unmatched attributes

If an attribute does not have an exact match in Plytix, it will not be matched automatically. You will have to either match your data to an existing attribute or create a new attribute or relationship to match it to. 

Unmatched attributes columns will appear like this: 

unmatched-attribute

You can match the data to an existing attribute or relationship by clicking "Match existing" or create a new attribute or relationship to match to by clicking "Create new"

 

How to match existing data: 

  1. Click "Match existing"
  2. Choose if you want to match an attribute or relationship

    feed-match-existing-data
  3. Choose the element you want to match
  4. Click "Match"

 

How to create new data matches for attributes

  1. Click "Create new"
  2. Choose the attribute type you want to create
    attribute-elements
  3. Review and change the name if necessary
  4. Click "Match"

ℹ️ The system will automatically import all multi-value options for Multi-select and Dropdown attributes that are included in the spreadsheet. You do not need to add any options in order to match them. 


Learn more about attribute types and how to choose the best one for your data.

 



Import Log


Once your feed was successfully imported you will be able to see the history of it every time your feed got processed. 

For this, go to:

  1. "Products"
  2. In the Dropdown click on “Import”
  3. Click on “Logs”


Here you can see an overview of all the data that got imported either via a manual CSV upload or a scheduled feed. This will be marked accordingly.

To get a more detailed overview of the import, you can click on the eye icon.

import-feed-log


 

Feed overview

 

To get an overview of all the scheduled feed imports you have set up:

  1. simply go back to “Products”
  2. Click on “Imports” within the Dropdown
  3. Click on “Feeds” on the left sidebar 

Here you will see an overview of all the CSV feeds that you have set up and their current status.

You will be able to see:

  1. The name of the feed
  2. The last time this feed was processed
  3. For when this feed is scheduled
  4. When this feed was created
  5. When this feed was modified the last time
  6. Whether this feed is activated or not


import-feed-overview

By clicking on the boolean “Active” you can simply activate or deactivate your feed at any time.


By clicking on the trashcan you will be able to delete your feed. 

 



What's Next?

 

Now that you know how to import product data:

 

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