How to create and import product relationships
Product relationships allow you to create connections between products to assign different types of associations like recommended products, upsells, sets or packs.
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).
How to create relationships
Relationships can be created either through your PIM Settings or via import.
Create Relationships in Settings
- Navigate to Settings in the top navigation menu
- In the left menu choose PRODUCT RELATIONSHIPS
- Click CREATE RELATIONSHIP on the right
- Name your relationship (don't worry, you can edit this later)
- And choose the direction of your relationship (this cannot be edited).
6. Click SAVE
From here, your Relationship will now be usable in Products.
If you wish to change the name of the Relationship you set, click on the table:
To delete a Relationship, select it in the table and click the Delete button. You will not be able to delete Relationships that are in use in other areas of the PIM like Channels and Catalogs.
Create 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.
- When preparing your CSV for import , add a column for the desired Relationship you want to add - Learn how to format relationships below.
- Go to Products > Import and drag and drop your CSV into the importer
- When matching, go to the Relationship and click CREATE NEW
- Select RELATIONSHIP
- Name your Relationship and choose the Direction
- Click NEXT (this will create your Relationship)
- 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
*You only need to import one side of the relationship, we will assign the inverse relationships automatically
Your spreadsheet should look something like this (other product data is minimized to focus on the relationships):
- Green column - SKU
- Purple columns - Relationships
You'll notice that for relationships that match multiple SKUs, the example has these separated by commas:
And for those SKUs that contain more than 1 quantity, there is a distinct separator:
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: