Using the import template is a quick way to take existing product data and bring it into Optimizely <<product-name>>. The template is pre-populated with data columns which represent the many product fields in <<product-name>>.
Note
The template spreadsheet must have the cells formatted as text in order to upload properly in <<product-name>>.
The template columns are broken down into the following groups:
Required - These fields is a product data point that is necessary within <<product-name>>
Recommended - These fields is recommended, but not necessary to create a viable product in <<product-name>>
Optional - These fields are optional based on the configuration of <<product-name>> features
The table below represents the columns in the template:
Column | Group | Description |
Product Number | Required | This reflects the product number and also acts as the primary key for the product record |
URL Segment | Required | This represents the URL used to reference the product detail page on the website |
Product Title | Required | This is the shortened"web friendly" title of the product used in default search, and product list pages |
CurrentDefaultContent | Recommended | This represents the longer, HTML friendly description of the product |
Unit of Measure | Recommended | This is the default unit of measure |
Pack Description | Optional | Used if utilizing the multiple unit of measure, this field reflects how many individual items are in the default unit of measure. (10 packs in 1 box) |
Manufacturer Item | Optional | This field is rendered on product list and detail widgets and is also searchable |
Rounding Rule | Optional | This field manages rounding and can be assigned a value of; Round, RoundUp, NoRounding, MultipleOnly, Truncate |
Multiple Sale Qty | Optional | This field represents a product quantity needed to order to purchase |
Quote Required | Optional | This field is used when the Request for Quote feature is enabled. 1/0 or Yes/No indicate if the product must be quoted. Default value is No. |
Price Code | Optional | This field is used for complex pricing models |
Basic List Price | Optional | Used for standard pricing when the price matrix is not used |
Basic Sale Price | Optional | Used for sale pricing during specific sale dates |
Basic Sale Start Date | Optional | Used to indicate when a sale starts |
Basic Sale End Date | Optional | Used to indicate when a sale ends |
Activate On | Recommended | Date the product is available to order |
Deactivate On | Optional | Date the product is no longer available to order |
Tax Code 1 | Optional | Typically used to indicate the product is tax exempt |
Small Image | Optional | The relative path to the small image, used in the search thumbnail |
Medium Image | Optional | The relative path to the medium image, used in list pages |
Large Image | Recommended | The relative path to the large image, used in detail pages |
**Note:**Image Path URLs | Â | In most cases, the image path URLs should be relative and begin with "/userfiles/..." |
Image Alt Text | Recommended | Alternate text used for accessibility and search engine optimization |
Track Inventory | Optional | Used to reflect if this product inventory is tracked; 1=true, 0=false |
ERP Managed | Recommended | 1=true if product is managed via integration framework. 0=false if product is managed within <<product-name>> |
Shipping Weight | Optional | This field reflects the shipping weight for real time freight calculations |
Variant Type | Optional | This field is used when the Variant Product feature is used for this product. Adding a value to this field will either; assign an existing variant type to the product, or create a new variant type and assign it to the product. This field is for the variant parent only. |
Variant Parent | Optional | This field is used to point variant children to the Product Number of the parent |
VariantTrait.X | Optional | This column will assign the variant trait x. If the trait x doesn't exist, it will be created. To assign multiple variant traits to the product, create additional columns in the import spreadsheet. |
Categories | Optional | This field allows assigning the product record to a category. Multiple categories can be included and separated by commas. The schema is website:category1,website:category2:category2b |
Attribute.x | Optional | This column represents x as an attribute type. The corresponding field is for the attribute value assigned to the product. Multiple attribute types and values can be assigned by created by adding additional columns. |
RelatedProduct.CrossSell | Optional | This represents a comma separated list of product numbers of related products that show in a carousel on the product detail widget |
RelatedProduct.Accessory | Optional | This represents a comma separated list of product numbers of related products. To render these related products, custom coding needs to be done. |
Specification1.x | Optional | This column represents the first specification tab, where x notes the name of the tab. |
Specification1.CurrentDefaultContent | Optional | This column represent the content that appears in the corresponding specification tab |