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Bulk Editing - Creating Product Pages Using Spreadsheets

January 21, 2020 • 2 min reading

Creating product pages manually might be fine if you’re only planning on creating a few product pages, but what if you have hundreds of products that you want to add at once?  This guide will explain how to create and edit product pages in bulk through the use of spreadsheets and if you have a PIM system already in place it makes it even easier.

IMPORTANT: It’s important to state that this process does not create complete product pages.  There are still sections within the pages that will require editing either through the bulk page editor or page by page editing but this will cut down on the amount of effort dramatically.  Before attempting to create product pages in bulk you should be familiar with creating product pages manually by using the steps in the previous documents (See the step by step guides for each product page tab under the Products and Product Page section).

Start by logging into your account and then navigating to the "Company Administration" area.

Next, select "Products" from the navigation menu on the left

Let's look at some of the features in the Product Page administration area not covered earlier.  These being:

  1. Download template - downloads template for creating new product pages in bulk.
  2. Importing Product Pages - imports the product page spreadsheet and creates new or edit existing pages.
  3. Upload Files (ZIP) - allows the mass upload of files to all the newly created or existing pages.
  4. Export Product Pages - lets you export a spreadsheet of selected product pages to edit.  Must have at least one product pages selected to use this option.
  5. Upload File to Selected Products - lets you upload a single file to multiple product pages.
  6. Edit Products - lets you edit fields not found in the spreadsheet for multiple product pages.

Begin by selecting the “Download Template” button or you can select the pages you want to edit by checking off the box on the left and selecting the “Export Product Pages” button.  Both steps will download the spreadsheet (Template will be without entries).

The first sheet of the spreadsheet will give you an explanation of what each column header represents and what type of value it is.

The following sheets of the spreadsheet contains the editable fields for each supported language.  “English” will have the most fields for editing since that is the mandatory and default language.  If you have a PIM system you can transfer that information into this spreadsheet.

Each row in the spreadsheet represents 1 product page.  

It is mandatory to complete the following fields under the “English” tab in order to be published:

  • Name
  • Unique ref
  • Product Family (The system will create a new family if the one you entered doesn’t already exist)
  • Product Group (The system will create a new group if the one you entered doesn’t already exist within the family)

For additional information regarding the above fields refer to this the product page setting tab document.

Completing as many fields as possible is recommended to provide a better user experience for end users who are looking at downloading and specifying your product as well as being found through keyword searches or filtering.

When finished, log back into the product page dashboard to upload the product page spreadsheet.

Press the “Import Product Page” button and you’ll be presented with the following window.  

Simply drag and drop your spreadsheet file into the window or navigate to file.  Once that is done press the upload button.

Once the spreadsheet has been uploaded, you’ll see another window showing the status of the product pages like “Updated” or “Create”

Press the “Save” button to finalize the changes.

NOTE: when creating product pages in bulk, the content type (or page type) I defaulted to “Object” meaning that the product page will contain a BIM file at publishing.  If this is not the case you will have to edit the field in the page manually.

As mentioned earlier, bulk creating/editing product pages through the use of the spreadsheet is a good way to get them started, but since several mandatory fields are missing we’ll have to look at editing them a different way, either manually or though the "Edit Products" feature.

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