Assign and unassign assets, categories, and related products to products

  • Updated

You can assign assets, categories, and related products in Optimizely Product Information Management (PIM) through the Imports page. Click Products and select Assign Assets, Assign Categories, or Assign Related Products.

You can also unassign assets, categories, and related products from products via imports.

Assign assets

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

  1. Click Products > Assign Assets.  
  2. Click Download 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. Click Choose File.
  4. Locate your import file and click Open.
  5. Click Continue. 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 at the top of the Imports list page or click Cancel to stop it. A log of the import displays on the Imports page.

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.

If the PIM is integrated with Customized Commerce, there is an additional column in the template for indicating the Primary Category. Additionally, Customized Commerce requires that all products have at least one category assignment to be considered 100% complete and approved for publishing.

  1. Click Products and select Assign Categories.
  2. Click Download 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. Click Choose File.
  4. Locate your import file and click Open.
  5. Click Continue. 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 at the top of the Imports list page or click Cancel to stop it. A log of the import displays on the Imports page.

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 Products and select Assign Related Products.
  2. Click Download 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. Click Choose File.
  4. Locate your import file and click Open.
  5. Click Continue. 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 at the top of the Imports list page or click Cancel to stop it. A log of the import displays on the Imports page.

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. Go to Imports > Products and choose to assign assets, categories, or related products.
  2. Click Download Template.
  3. Fill in the information, and enter Yes in the Unassign column.
  4. Click Choose File to select your spreadsheet, and click Import.
  5. View your import progress at the top of the Imports list page or click Cancel to stop it. If successful, a message displays with the number of products successfully updated.

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 and choose assigned assets, 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 > Products and choose to assign assets, categories, or related products.
  6. Click Choose File to select your spreadsheet, and click Import.
  7. View your import progress at the top of the Imports list page or click Cancel to stop it. If successful, a message displays with the number of products successfully updated.