Assign assets, categories, and related products to products

You can both assign and unassign assets, categories, and related products in Optimizely Product Information Management (PIM) through the Imports page.

Assign assets

Use Assign Assets to import assets to product assignments. The assets must already exist in the PIM.

1. Click Imports. The Imports list page appears.  
2. Click Import Template and Download the Assign Assets to Products template if you have not already formatted your import file. The file must contain the following columns:
   • Asset Folder – The location of the asset within the PIM's digital asset management folder structure.
   • Asset Name – The name of the asset.
   • Product Number – The product number for the asset. List the product number multiple times if multiple assets are assigned to a single product.
3. Drag and drop the file onto the Imports page. You can also click Import, locate your file, and click Open. The page automatically detects the Import Type and asks you in the Notes column to verify the import type selected. 
4. Click Import. If you receive any validation errors, resolve them before importing again. You can download the provided file to view error messages that are specific to each row.
5. View your import progress on the Imports list page. A log of the import also displays on the page when it is complete.

Assign categories

Use Assign Categories to import product to category assignments. The categories must already exist in the PIM for this import to work. If you do not use dynamic categories, this is the recommended way to bulk assign products to categories.

1. Click Imports. The Imports list page appears. 
2. Click Import Template and Download the Assign Categories to Products template if you have not already formatted your import file. The file must contain the following columns: 
   • Category Tree – The category tree that the categories belong to. The tree must already exist and is not created during import.
     
   • Category 1 – The top level category. The category must already exist and is not created during import. You can create additional category columns as needed for other levels.
   • Product Number – The product number for the category. List the product number multiple times if multiple categories are assigned to a single product.
3. Drag and drop the file onto the Imports page. You can also click Browse or Import, locate your file, and click Open. The page automatically detects the Import Type and asks you in the Notes column to verify the import type selected. 
4. Click Import. If you receive any validation errors, resolve them before importing again. You can download the provided file to view error messages that are specific to each row.
5. View your import progress on the Imports list page. A log of the import also displays on the page when it is complete.

Assign related products

Use Assign Related Products to import related product assignments. All products that you wish to create relationships for must already exist in the PIM.

1. Click Imports. The Imports list page appears.
2. Click Import Template and Download the Assign Related Products template if you have not already formatted your import file. The file must contain the following columns:
   • Product Number – The product number of the product that is having related products assigned to it. List the product number multiple times if multiple related products are assigned to it.
   • Relationship Type – The name of the product relationship for the related product.
   • Related Product – The product number of the product that is being assigned.
3. Drag and drop the file onto the Imports page. You can also click Import, locate your file, and click Open. The page automatically detects the Import Type and asks you in the Notes column to verify the import type selected. 
4. Click Import. If you receive any validation errors, resolve them before importing again. You can download the provided file to view error messages that are specific to each row.
5. View your import progress on the Imports list page. A log of the import also displays on the page when it is complete.

Unassign assets, categories, and related products

You can use the Unassign column in the import template to unassign assets, categories, and related products from products. 

1. Click Imports. The Imports list page appears.
2. Click Import Template and Download the necessary template if you have not already formatted your file.
3. Fill in the information, and enter Yes in the Unassign column.
4. Drag and drop the file onto the Imports page. You can also click Import, locate your file, and click Open. The page automatically detects the Import Type and asks you in the Notes column to verify the import type selected. 
5. Click Import. If you receive any validation errors, resolve them before importing again. You can download the provided file to view error messages that are specific to each row.
6. View your import progress on the Imports list page. A log of the import also displays on the page when it is complete.

Alternatively, you can export product assignments that you want to clear, indicate that you want to unassign the data, and reimport the file.

1. Go to Products and select or filter for the products that you want to clear data for.
2. Click Export, then Export Products and choose Assigned assets, Assigned categories, or Related Product Assignments.
3. Download and open the exported file.
4. Enter Yes in the Unassign column for any relationships that you want to clear.
5. Go to Imports and select your file.
6. Click Import. If you receive any validation errors, resolve them before importing again. You can download the provided file to view error messages that are specific to each row.
7. View your import progress on the Imports list page. A log of the import also displays on the page when it is complete.