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Multiexcerpt
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MultiExcerptNameFeature Title

Assign a PDF to Product Document Import - One PDF for multiple products

Overview

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MultiExcerptNameFeature Overview
If the nature of your business means you've got multiple products that share the same PDF document (perhaps a brochure size guide or material safety data sheet), you can our Product Document Import feature will allow you to assign one file to many different product codes.

This will not only save on you data storage, but allow also means you to can update the document just once in the event of an update, a change - instead of creating and uploading a new separate file for every affected product individually.  


For example, let's say you sell apparel on your website. You've got one size guide for women's shirts, another for men's shirts, and one for kid's shirts. 

Ideally, you'd want to upload the PDF of the Women's Shirts Size Guide just once, then associate every women's shirt with that file so that users could access it from the product page as they shop. 

Product Document Import allows you to do just that.

Follow the steps below to see how. 


Step-by-step guide

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  1. If your PDF file(s) haven't already been uploaded to the CMS, do that first. Go to File Manager, select the Documents folder (then navigate to sub-folder if required), then click Upload. Browse to your document(s) and select to upload. 
  2. Get your CSV file ready. You can download an example template on the import page, or here: product-document-example.csv.
  3. You'll need 4 columns: 
    • Column A - ProductCode: This is the product code you're editing documents for in this import.
    • Column B - Label:  This is the label text the user will click on to access the PDF.  Example: "Size guide"
    • Column C - Path:  This is the path to the document on your website. You need the folder path + file name. Example: "/Documents/Size-Guide-Womens.pdf"
    • Column D - Tag:  This should be any tag(s) you want to associate with this product and PDF combination. You can use tags as a filtering device in the Product Document widget on your product page.  Example: shirts
  4.  Save your file in .csv format.
  5. In the CMS, navigate to Products & Categories → Product Document Import.You'll want to have your import file ready. If you need, there's a template available for you to use on this Import page 
  6. In the Default Tag dropdown, you can select one of your existing tags to use for this import. If you choose not to use any of the defaults, make sure your 'Tag' column is populated for every product on your spreadsheet. 
  7. Select the Import Type you're after: 
    • Append - Adds documents to the products on the CSV file, but does not affect existing product info
    • Overwrite - Replaces existing documents on products in the file with the new documents specified. It will only do this where the tag on the existing document matches what is on your CSV file (or the default tag if none is specified on the spreadsheet). 
    • Delete - Removes all existing specified documents. Here you can choose to delete by tag (where there is a match), or by file path (where there is a match)
  8. Click 'Select files' to browse to your saved CSV. Once you select the file, the import will begin automatically. 
  9. Once complete, the Import Log will show whether all data was updated successfully, or any errors were encountered. 


Additional Information

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Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements

**.**.**


Prerequisites


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MultiExcerptNamePre reqs

--


Self Configurable


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Yes / No


Business Function


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MultiExcerptNameBusiness Function

Marketing Finance IT OPPs


BPD Only?


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MultiExcerptNameBPD Only

Yes / No


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

Both


Ballpark Hours From CV (if opting for CV to complete self config component)


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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support


Ballpark Hours From CV (in addition to any self config required)


Multiexcerpt
MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a or Fees apply


CMS Category


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MultiExcerptNameCMS Category

 CMS Category



Content by Label
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cqllabel in ("product_content","import") and type = "page" and space = "KB"
labelsproduct_content import

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MultiExcerptNameFeatures List Headers

Macro Instructions for carrying Article Information through to Feature List

Minimum

Version

Requirements

BPD

ONLY


Business Function

CMS Category

B2B
B2C

BOTH

Feature

Feature Description

(Written for our customers and can be pasted into comms sent to them)

Additional info

Pre-Reqs/
Gotchas

Self Configurable

Ballpark Hours
From CV

(if opting for CV to complete self config component)

Ballpark Hours
From CV

(in addition to any self config required)

Third Party Costs

Instructions for carrying Excerpts through from this page to the Feature List

Article Page:

Add macro  / Multiexcerpt (or copy and existing excerpt and edit) or (Copy existing page and place content into existing excerpt macros)

On Features List page:

Click in the Cell to be populated  / add macro /  Multiexcerpt Include / Select the Article page and the excerpt (or copy another feature line and edit the 'Article page' source.

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