Update a Product Catalog Dataset

This content is only for clients with the one-click DATASETS option in the top navigation bar. If you click DATASETS and see Product Data and Customer Data listed as menu options, then this content doesn't apply to your account. Instead, see the alternate version of this documentation.

If you need to add or revise rows of product information within a product catalog, you can perform a partial update through the Data API, via SFTP, or by using the Upload Data wizard in the platform.

You can only use the Data API or the Add Attribute modal if you need to add columns, also called attributes or fields, to a product catalog. 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.

  1. Click the upload icon that appears to the far right of a product catalog's entry on the All Datasets list page or the Product Catalogs list page, and then select Manual File Upload.

    Callout of the Manual File Upload option in the menu of the upload icon for a product catalog entry on the All Datasets list page

  2. Select Partial Update and then click NEXT.

    The Upload Data wizard with 'Partial Update' selected and a callout of the NEXT button

  3. Select Manual File Upload and then click NEXT.

    The Upload Data wizard with 'Manual File Upload' selected and a callout of the NEXT button

  4. Drag and drop the file that you want to upload into the wizard.

    The Upload Data wizard with callout of the file upload field

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 where the timeframe of the last update normally appears since the update is in progress.

A product catalog's details page with a callout of the file upload success message and of 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.

  1. Generate the pre-signed URL for the file you want to upload.

    Refer to Sharing objects using presigned URLs in the Amazon Simple Storage Service (S3) user documentation for more information about generating a URL for this purpose.

  2. Click the upload icon that appears to the far right of a catalog's entry on the All Datasets list page or the Product Catalogs list page, and then select Manual File Upload.

    Callout of the Manual File Upload option in the menu of the upload icon for a product catalog entry on the All Datasets list page

  3. Select Partial Update and then click NEXT.

    The Upload Data wizard with 'Partial Update' selected and a callout of the NEXT button

  4. Select Upload File Using Pre-signed S3 URL and then click NEXT.

    The Upload Data wizard with 'Upload File Using Pre-signed S3 URL' selected and a callout of the NEXT button

  5. Paste the Amazon S3 URL into the field, and then click FINISH.

    Callout of the Amazon S3 presigned URL input field and the FINISH button

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.

A product catalog's details page with a callout of the file upload success message and of the 'PENDING' status

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

Perhaps the update you need to perform entails adding new columns, also called attributes or fields. Whether you need to add one or multiple attributes to a product catalog, you have two options to accomplish this task:

  • Send a full file update using the Data API.
  • Use the Add Attribute modal accessible from the product catalog's details page.

Continue to the next section to learn how to use the Add Attribute modal.

Using the Add Attribute Modal

The ADD ATTRIBUTE button on the Attributes tab allows you to add additional attributes to the product catalog's schema without uploading a file.

Callout of the ADD ATTRIBUTE button on the Attributes tab

The Add Attribute modal appears after you click the button.

The Add Attribute modal

Type the new attribute's name into ATTRIBUTE NAME, and then select the correct data type from ATTRIBUTE TYPE.

If an attribute has the wrong data type associated with it, then Monetate cannot correctly process the data when you use the dataset within the platform.

Attribute names must begin with a letter and contain only letters, numbers, and underscores.

You can add multiple attributes to the product catalog through this method by clicking ADD ATTRIBUTE in the lower-left corner of the modal to generate another set of fields for another attribute. Once you have finished creating the new attributes, click SAVE.

Callout of the SAVE button on the Add Attribute modal

The new attribute appears at the bottom of the table. There is no indication it has no data associated with it.

Because the attribute now exists within the product catalog 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 Datasets list page

    Callout of the 'UPDATE FAILED' message for a product catalog on the Product Catalogs list page

  • In place of the last update's timeframe on the product catalog's details page

    Callout of the 'UPDATE FAILED' message on a product catalog's details page

  • In the UPLOAD DATE column in the Update History table on the Update History tab

    Callout of the 'UPDATE FAILED' message in the UPLOAD DATE column of the table on a product catalog's Update History tab

Click the UPDATE FAILED message to view the File Upload Error modal, which contains a brief description of all errors that prevented the platform from performing the update.

The File Upload Errors modal

Refer to Common Product Catalog Validation Errors for more information about specific errors and how to correct them.