Import files into PIM

  • Updated

Use the Imports page to automatically import your file into the Optimizely Product Information Management (PIM) when importing data from a source with a consistent format, rather than using an import wizard with multiple steps. 

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  1. Drag and drop your files onto the page, or click Browse to upload your file. 
  2. The Imports page automatically detects the Import Type based on the file's columns.  If the selected file matches an existing template, the system auto-detects it. If not, you can save the mappings and options for the import as a Product Import Template during the import process and reuse it for future imports.
  3. You can also click Import Templates to download or manage import templates.
  4. Click Import Type to begin the process when ready. (You can also click Delete to delete the file.)
  5. Verify the results of the import in the import log table. If the import encountered errors, you can click to download the file and see what needs to be updated.

Import types

Use the Imports page to upload or update data.

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Set automatic import

If you want the Imports page to import files when they match a template automatically, turn on the setting.

  1. Go to Configure > Settings.
  2. Toggle Enable auto-initialization of imports for recognized files to On.
  3. Click Save.

Set import rules

Import rules let you find and replace property value strings.

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  1. Go to ImportsImport Rules.
  2. Click Create.
  3. Give the rule a Name.
  4. Optionally add a Description.
  5. Enter the Synonym to replace, such as in.
  6. Select Find entire word if you want to include the space before and after.
  7. Enter what to Replace with, such as inches.
  8. Choose whether to Add/remove space as prefix. Select Add space if you want to replace 6” to be 6 inches.
  9. Click Add to add more synonyms.
  10. You can click Delete to remove the rule.
  11. Click Add Properties to add the rule to specific properties.
  12. Click Save. The rules display on the Import Rules screen.

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