If you need to add or update rows in a product catalog dataset, you can perform a partial update through the Data API, via SFTP, or by using the Upload Data wizard in the platform.
If you need to add columns, also called attributes or fields, to a product catalog dataset, then you can only use the Data API or the Add Attribute modal accessible from the Attributes tab of the dataset's details page. You cannot use the Upload Data wizard nor use SFTP for this type of update. See Update a Product Catalog via the Data API for the steps to use that method. See Adding Attributes in this documentation for the steps to use the Add Attribute modal.
Updating or Adding Rows
When using the Upload Data wizard to add or update rows in a product catalog dataset, you can either drag and drop a file directly into the wizard, or you can input a URL to a dataset file that you store on Amazon S3. Regardless of which of these two upload options you select, the file that you use must be in the CSV or TSV format.
Uploading a File Directly
Follow these steps to add rows to or update existing rows in a product catalog by uploading a dataset file directly to the Monetate platform.
- Click DATASETS in the top navigation bar, and then click Product Catalogs in the left-hand category listing on the All Datasets list page.
- Find the product catalog dataset that you want to update, click the upload icon for its entry on the Product Catalogs list page, and then select Data File Upload.
- Select Partial Update and then click NEXT.
- Select Manual File Upload and then click NEXT.
- Drag and drop the file that you want to upload into the wizard.
Monetate ingests the file and closes the Upload Data wizard. When the product catalog's details page loads, a message briefly appears that informs you that the file was successfully uploaded. Additionally, PENDING appears as the status while the update is in progress, and another message below ADD ATTRIBUTE reinformces the pending status.
If the file failed to upload or Monetate encountered other errors, you see messages indicating the problem. See Failed Updates in this documentation for more information.
Uploading a File Using an Amazon S3 URL
Follow these steps to add rows to or update existing rows in a product catalog by uploading a dataset file using an Amazon S3 pre-signed URL.
- Generate the pre-signed URL for the file you want to upload.
- Click DATASETS in the top navigation bar, and then click Product Catalogs in the left-hand category listing on the All Datasets list page.
- Find the product catalog dataset that you want to update, click the upload icon for its entry on the Product Catalogs list page, and then select Data File Upload.
- Select Partial Update and then click NEXT.
- Select Upload File Using Pre-signed S3 URL and then click NEXT.
- Paste the Amazon S3 URL into the field, and then click FINISH.
The Upload Data wizard closes and Monetate ingests the file. When the product catalog's details page loads, a message briefly appears that informs you that the file was successfully uploaded from the Amazon S3 URL. Additionally, PENDING appears where the timeframe of the last update normally appears since the update is in progress.
If the file failed to upload or the platform encountered other errors, you see messages indicating the problem. See Failed Updates in this documentation for more information.
Adding Attributes
Whether you need to add one or multiple columns, also called attributes or fields, to a product catalog dataset, you have two options to perform this type of update:
- Send a full file update using the Data API
- Use the Add Attribute modal accessible from the dataset's details page
See Update a Product Catalog via the Data API for information about using that update option.
Using the Add Attribute Modal
Follow these steps to add attributes to a product catalog dataset's schema without uploading a file.
- Click DATASETS in the top navigation bar, and then click Product Catalogs in the left-hand category listing on the All Datasets list page.
- Click the name of the product catalog dataset that you want to update with additional attributes, and then, if necessary, click the Attributes tab.
- Click ADD ATTRIBUTE.
- Type the new attribute's name into ATTRIBUTE NAME.
- Select the new attribute's data type from ATTRIBUTE TYPE.
- If necessary, click ADD ATTRIBUTE to generate another set of fields for another attribute, and then repeat steps 4 and 5 for the additional new attribute.
- Click SAVE.
The new attributes appear at the bottom of the table. There is no indication the new attributes have no data associated with them.
Because the attribute now exists within the product catalog dataset schema in the platform, you can perform a partial update with a file that contains values for the new attributes.
Failed Updates
If the platform encounters an error with an update, you see UPDATE FAILED in multiple places within the platform:
- In the LAST UPDATED column for the product catalog's entry on the All Datasets list page and the Product Catalogs list page
- In place of the last update's timeframe on the product catalog's details page
In the UPLOAD DATE column of the Update History table, the exact date and time of the failed update appears in red.
Click that text to view the File Upload Error modal, which contains a brief description of all errors that prevented the platform from performing the update.
Refer to Common Product Catalog Validation Errors for more information about specific errors and how to correct them.