Relationships
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      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.

      At an internal level, this can help you view related products if you are looking to optimize their information. At an external level, product relationships can help you improve your product searches in your e-commerce websites, or highlight the connection between products in your e-catalogs for clients. 

      Plytix also has a "Quantity" option for Relationships, which you can use if your relationship requires multiple units of the same SKU; for example, in the case of bundles or gift basket options where you may want to add multiple quantities of the same product. 

      In this article, we will show you how to create product relationships. 

       

      Product relationship - Infography-v2

       

      How to Create Relationships

      How to Import Relationships

      Formatting Relationships in a Spreadsheet

       

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

       

      How to Create Relationships

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

       

      Create Relationships in Settings

      1. Navigate to 'Settings' in the top navigation menu.
      2. In the left menu choose 'Relationships'.
      3. Click ' + Create Relationship' on the left.
      4. Name your relationship (don't worry, you can edit this later). 
      5. Click 'Create relationship'.

      1 (updated)

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

      ℹ️ Your Plytix account has a default limit of 10 relationships. If you'd like to increase this limit, contact your customer success manager. You can assign a relationship from one product to up to 300 other products.

       

      Editing Relationships

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

       

      2-1


      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 that 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 'Match Existing'.

        Creating Relationships (Updated Screenshots)-1
      4. Select 'Relationship' at the top of the window that appears, then choose the relationship you want from the dropdown. Click 'Match'.

        3 (updated)
      5. You can view which products have a relationship by setting the 'Relationships' filter to 'is defined'.

        4 (updated)

      Formatting Relationships in an 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, list the SKUs separated by a comma or another separator (you will be able to define this when you import)

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

       

      💡 Note that relationships are only applied in a single direction at a time. If you want to have two products that relate to each other, you must apply the relationship to both products by assigning the SKUs to each other in the relationship column.

      In the screenshot below, one example of this would be SKU 1001. In the "Recommended Products" column, one of the SKUs it contains is 1005. Because these products are related in both directions, SKU 1005 contains SKU 1001 in its "Recommended Products" column as well.

       

      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 👇