Creating Relationships

How to create and import product relationships in Plytix

Product relationships allow you to create connections between products to assign different types of associations like recommended products, upsells, sets or packs. In this article, we will show you how to create them.


Relationship Types

How to Create Relationships

How to Import Relationships

 


Relationship Types

  • Relationships can be Open. This establishes a unilateral relationship without any restrictions on bi-directionality. So Product A will link to Product B. And if you would like you can link Product B to Product A, though this is not automatic.
  • Relationships can be One-way. This establishes a unilateral relationship that will link Product A to Product B, but not Product B to Product A. 
  • Relationships can be Two-way. This establishes a bilateral relationship that will link Product A to Product B, and also Product B to Product A equally (with same quantities).

ℹ️ Each product can have a maximum of 300 products related to it per relationship type. 

 


How to create relationships

Relationships can be created either through your Plytix Settings in the PIM area or via import.

 

Create Relationships in Settings

  1. Navigate to "Settings" in the top navigation menu
  2. In the left menu choose "Product Relationships"
  3. Click "Create Relationship" on the right 
  4. Name your relationship (don't worry, you can edit this later) 
  5. And choose your relatinonship type or "Direction"  (this cannot be edited).
  6. Click "Save"

create-relationship

 

From here, your relationship will now be available to assign to different products.

 

Editing Relationships

If you wish to change the name of the relationship you set, click on the table: 

Screenshot 2020-01-31 at 16.29.55


To delete a relationship, select it in the table and click the "Delete" button that appears at the top of the table. 

 

⚠️ You cannot delete relationships that are in use in other areas of the PIM like Channels and Catalogs.

 


Creating Relationships upon Import 

You can import Relationships and create them when you upload a CSV to the system. This is very efficient during set up, because at the same time you create your Relationships you can also assign products. 

  1. When preparing your CSV for import  , add a column for the desired Relationship you want to add - Learn how to format relationships below.
  2. Go to "Products > Import" and drag and drop your CSV into the importer
  3. When matching, go to the Relationship and click "Create New"

    create-new-relationship

  4. Select "Relationship" on the top

    creating-relationships-on-import
  5. Name your relationship and choose the Direction
  6. Click "Next" (this will create your Relationship)
  7. Then to confirm and match click "Match"

 

Formatting Relationships in Import Spreadsheet

Relationships require you to match SKUs to each other, much like variations. So when you are ready to prepare your spreadsheet: 

1. Name a column with your relationship name*

2. In the column, write in the SKUs separated by comma or other separator (you will be able to define this when you import)

3. If your SKUs display a quantity, you also need to but in a distinct separator for these 

ℹ️ You only need to import one side of the relationship, we will assign the inverse relationships automatically

 

An example: 

Your spreadsheet should look something like this (other product data is minimized to focus on the relationships): 

  • Green column - SKU
  • Purple columns - Relationships

product-relationship-import-example-csv

 

You'll notice that for relationships that match multiple SKUs, the example has these separated by commas: 

 

product-relationship-import-example-multiple

 

And for those SKUs that contain more than 1 quantity, there is a distinct separator: 

 

product-relationship-import-example-bundle

 

What is Quantity?

This is used if your relationship requires multiples of one SKU. So for example: 

I have a gift basket that comes with two bottles of the same wine, and two identical wine glasses, and one wine opener. 

I would then structure my spreadsheet to look like this: 

product-relationship-import-example

 


What's Next

 

If you have any questions just click on the chat box in the bottom-right corner and we'll be happy to answer them...

 

and please let us know 👇