Update a Product Catalog Dataset via SFTP

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.

You can perform two types of updates for a product catalog:

  • Full update — Replaces the entire catalog with the next successfully processed full file that the platform ingests
  • Partial update — Adds rows or updates rows with the next successfully processed partial file that the platform ingests

You cannot add columns, also called attributes or fields, to a product catalog through a partial update sent via SFTP. See the Adding Attributes section of Update a Product Catalog Dataset for information on the Add Attributes modal accessible from a product catalog's details page. This modal allows you to add attributes to the schema without uploading a file.

Setting Up Automatic Updates

To set up automatic updates for a product catalog, add the following information to your SFTP client.

  • Host — sftp://sftp.monetate.net
  • Port — 22
  • Protocol — SFTP

The username and password you can find within Monetate by selecting Sites from the settings cog in the platform.

Callout of the Sites option in the settings cog menu

From that same page you can create new SFTP credentials or change an existing SFTP user password. See Manage SFTP Users for more information.

You must have the Administrator role in the Monetate platform to set up SFTP users in the platform settings.

File-Drop Directories and Naming Conventions

There are two file-drop directories:

  • /datasets/full — Use this location for full file updates
  • /datasets/partial — Use this location for partial file updates

Follow this format when naming an update file:

{datasetid}-examplefilename.csv

Replace {datasetid} with the unique ID for the product catalog you are updating. You can find this information in the platform by following these steps:

  1. Click DATASETS in the top navigation bar, find the specific product catalog you want to update either on the All Datasets list page or on the Product Catalogs list page, and then click the product catalog's name to view its details page.
  2. Click UPLOAD DATA and then click SFTP Info.

    Callout of the 'SFTP Info' option in the UPLOAD DATA menu on a product catalog's details page

  3. Scroll to the bottom of the page to find the dataset ID.

    Callout of the required dataset ID prefix that must appear at the beginning of an update file's name

You must use a hyphen (–) between the dataset ID and the filename. The upload or update will fail if the dataset ID and filename are not separated by a hyphen.

You can change the portion of the filename that follows the hyphen from update to update. However, you cannot change the dataset ID.

Once you upload a file to the platform's SFTP server, it automatically updates the product catalog and all associated experiences.

If the update failed, you'll see an alert on the All Datasets list page.

Callout of the UPDATE FAILED message on the All Datasets list page

See Common Product Catalog Validation Errors for more information about file upload errors, or submit a support ticket using the Kibo Technical Support portal (kibotechsupport.zendesk.com).

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