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.
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 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.
- 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 where the timeframe of the last update normally appears since the update is in progress.
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 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.
- 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
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.
The Add Attribute modal appears after you click the button.
Type the new attribute's name into ATTRIBUTE NAME, and then select the correct data type from ATTRIBUTE TYPE.
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.
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
- In place of the last update's timeframe on the product catalog's details page
- In the UPLOAD DATE column in the Update History table on the 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.
Refer to Common Product Catalog Validation Errors for more information about specific errors and how to correct them.