Importing Data: Preparing Your CSV

How to set up a successful product import into the Plytix platform

In this article, you will learn how to structure a CSV file to successfully import data into the Plytix platform. We will go over suggestions for sanitizing data, the required fields, and how to import different entities like categories, variations, and relationships.

 

Creating your master spreadsheet(s)

Required fields and settings

Other system fields

Custom fields

What's next?

 

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Creating your master spreadsheet(s)

To make sure data is uniform when entering Plytix, we suggest creating a sanitized master spreadsheet or spreadsheets. To test the importer and your formatting, start with a small selection of your products.

 

These functions below will help you reformat your data from multiple sources.

 

Google Sheets

Excel

Merge Sheets

Consolidate data in multiple sheets

Merge Values

Combine text

Remove Duplicates

Find and remove duplicates

Split Names

Split a cell

Advanced Find and Replace

 

Find Fuzzy Matches

 

 

💡  When in doubt, or facing a huge manual data entry task, google your issue. You may find that others have found workarounds to make your life easier.

 

⚠️  CSV Files cannot be more than 20MB 

 


Required fields and settings

SKUs

All products in Plytix must have a unique SKU. This is how we identify your products in the system. Your spreadsheet must include one SKU column. These SKUs are not limited by characters and can include a combination of letters and numbers.

 

Screenshot 2019-03-05 at 12.04.42

 

⚠️ The SKU is required. If you do not include a column with SKUs, you will be unable to complete the import.

 

The SKU is the only required field. This is one of the 7 pre-defined attributes that you can import into Plytix. All other product information can be created using unlimited user-defined attributes.

 

💡 For your first import, we suggest gathering a small sample of your data (20-50 products and 5-10 attributes) to get familiar with the PIM. If you're unsure of what attributes to include with your products, this article talks about what data you should consider first.

Required Settings

In your spreadsheet…

  1. The first row of your sheet must include headers to identify attributes in each column
  2. There must be one product per row. Each row below the header row will be read by the PIM as a separate, unique product.
  3. All values of an attribute must be contained to one cell (see example)

 

 

 

Attributes with multiple values such as colors, materials, etc. must be contained to one cell in that row, separated by a delimiter like a comma. 

 

 

ℹ️  When importing attributes with multiple values, you can use a different separator other than a comma by configuring the import.

 


Other system fields

The Plytix platform has 6 other pre-defined fields, or system attributes, that can match with your information upon import. These are all optional.

 

Categories

Variation Of

Files

Thumbnail 

GTIN

Label 

Categories

Plytix Categories is a special hierarchy attribute. Each root category can have up to 6 subcategories contained within it. To import category structures, follow the instructions and example below:

 

  1. Category structures (categories and subcategories) need to be defined with a separator (the examples will use the default separator ">")
  2. If a product is in multiple categories, separate category structures with a comma

For example:

 

A pair of pants could have the following category hierarchies:

 

  1. Clothing > Pants > Denim
  2. Collection > 2017 > AW17
  3. Men > Bottoms > Casual Pants > Denim
  4. Men’s Clearance > Denim

 

In a cell it would look like this:


Clothing>Pants>Denim,Collection>2017>AW17,Men>Bottoms>Casual Pants>Denim,Men’s Clearance>Denim

 

ℹ️  The ‘>‘ sign is the default option used to define the hierarchy of the categories from top to bottom. To keep the multiple values in the same cell, we separate them with a comma (other options for defining hierarchies and separating values may be used, and would be set upon import).

Variation Of: Declaring parents of product variations

The "Variation Of" system attributes allows you to define which products have a parent product.

 

To import variations correctly, make sure that:

 

  • You have a parent product that all variations (or child products) refer to in the column 'Variation Of'

  • No child product refers to another child product

  • Parent products are the “root” and therefore have the 'Variation Of' column empty

  • Child products follow the One product, one row rule and have all information in its row, even if it means having duplicate data across all child product rows as well as the parent.

 

For example:

 

The Raw Jeans in the example below has designated the small size with the SKU = AW1701 as the parent. The medium and large sizes are variations of this product.

 

 

💡  Parents of variations can be sellable or non-sellable products. While no company is the same, we recommend setting them up as non-sellable products. Learn why here. 

Files and importing assets

The 'Files' system attributes is where you can upload all assets related to your product. Alternatively, you can divide assets into smaller, more properly defined attributes by creating a custom Media Single or Gallery attribute.

 

To import digital assets, you must provide a publicly accessible http-link or URL to your assets. If a product has multiple assets that you want to include in a Media Gallery attribute, you can separate the links by a comma.

 

For example: 

Thumbnail

The Thumbnail system attribute can also be defined upon import. The Thumbnail is the product's visual identifier in the system. This also requires a public URL to be imported.

GTIN

The GTIN system attribute is an optional unique identifier in Plytix and is compatible with EANs, UPCs, and other Global Trade Identification Numbers. This attribute will validate the structure of the GTIN and its uniqueness, prohibiting any duplicates.

Label

The Label system attribute is the product's textual identifier in the system. We suggest using a descriptive product name here.


Custom fields

User attributes

You can create an unlimited number of custom fields in Plytix. These are called User Attributes. These can all be created upon import.

 

Learn about the different attribute types you can create.

 


What's next?

 

Now that you have all you need to create a sparkling spreadsheet, you are ready to import your products

 

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 👇