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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 and navigate to the correct sub-folder if required), then click Upload. Browse . Click Upload, browse to your document(s) and select to upload. 
    Get CMS File Manager upload documentsImage Added
  2. Next, get your CSV file ready. You can download an example template on the import page, or there's also one here :- product-document-example.csv.
  3. You'll need Your file needs 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 Documents widget on your product page. 
      If you have more than one tag for a product document, separate with a comma. Example: shirts, womens

      Example of import dataImage Added
  4.  Save Save your file in .csv format.
  5. In the CMS, navigate to Products & Categories → Product Document Import
  6. In the Default Tag dropdown, you can select one of your existing tags to use for this import.
    Warning

    If you choose not to

    use any of the defaults, make sure your

    nominate a default, you'll need to make sure the 'Tag' column is populated for every

    product

    item on your spreadsheet. 

    No Default Tag SelectedImage Added 
  7. Select the Import Type you're after: 
    • Append - Adds documents to the products on the CSV file, but does not affect existing product infodocs
    • 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. 

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