CHANNELS->PIM

Omni-Channel > Offer import > Tab CHANNELS->PIM

CHANNELS->PIM

Please select a connection to proceed to the import wizard

  • Select connection
    Click the drop-down list to select the connection from which you want to import the Omni-Channel offers to PIM. All available

  • [SELECT]
    Click this button to confirm the selected connection in the Select connection drop-down list and proceed to the import wizard. The Map attribute sets wizard window is displayed.

Map attribute sets

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Wizard window Map attribute sets

Map attribute sets

Scope and language

  • Language in PIM
    Click the drop-down list to select the language in PIM to which the value of a destination multi-language attribute will be written.

  • Channel in PIM
    Click the drop-down list to select the channel in PIM to which the value of a destination multi-channel attribute will be written.

Source attribute set: "Source attribute set name"

A single box is displayed for each attribute set in the selected connection.

  • Assigned PIM attribute set
    Click the drop-down list to select the attribute set in PIM which will be assigned to the corresponding Omni-Channel attribute set. All PIM attribute sets that are mapped to the corresponding Omni-Channel attribute sets are displayed in the list. You can assign multiple PIM attribute sets to a single Omni-Channel attribute set.

  • Delete (Delete)
    Click this button to delete the corresponding mapping. You can only delete a mapping, if at least one more mapping is assigned to the attribute set.

  • Add (Add)
    Click this button to add a further attribute set to the mapping. You can add an unlimited number of attribute sets to a mapping.

  • [CANCEL]
    Click this button to cancel the import wizard. The Map attribute sets wizard window is closed.

  • [CONTINUE]
    Click this button to proceed to the next step. The Adjust mappings wizard window is displayed.

Adjust mappings

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Wizard window Adjust mappings

Adjust mappings

Select channels set and PIM product type

  • Channels attribute set
    Click the drop-down list to select the Omni-Channel attribute set for mapping. All Omni-Channel attribute sets are displayed in the list.

  • PIM attribute set
    Click the drop-down list to select the PIM attribute set for mapping. All PIM attribute sets are displayed in the list. The Mapping from "Omni-Channel attribute set name" to "PIM attribute set name" section with the corresponding mapping is displayed.

Mapping from "Omni-Channel attribute set name" to "PIM attribute set name"

This view equals the attribute mapping in the DataHub module: DataHub > Settings > Tab ETL > Select attribute set mapping

For a detailed description of this window and the corresponding functions, see ETL.

  • [BACK]
    Click this button to go back to the previous step of the import wizard. The Map attribute sets wizard window is displayed.

  • [CANCEL]
    Click this button to cancel the import wizard. The Adjust mappings wizard window is closed.

  • [CONTINUE]
    Click this button to proceed to the next step. The Select matching attributes wizard window is displayed.

Select matching attributes

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Select matching attributes

Select matching attributes

"Attribute set mapping name"

A single box with PIM attributes is displayed for each available attribute set mapping from PIM to Omni-Channel.

  • Columns Columns (x)
    Click this button to display the columns bar and customize the displayed columns and the order of columns in the list. The x indicates the number of columns that are currently displayed in the list.

  • PIM attribute
    Select the checkbox to select all checkboxes in the list.

  • "Attribute name"
    Select the checkbox to consider the attribute when matching with an existing PIM product.

    A single checkbox is displayed for each mapped attribute.

  • [BACK]
    Click this button to go back to the previous step of the import wizard. The Adjust mappings wizard window is displayed.

  • [CANCEL]
    Click this button to cancel the import wizard. The Select matching attributes wizard window is closed.

  • [CONTINUE]
    Click this button to proceed to the next step. The Matching and behavior after import wizard window is displayed.

Matching and behavior after import

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Wizard window Matching and behavior after import

Matching and behavior after import

Behavior if a matched PIM product has been found

  • Mode
    Click the drop-down list to select the behavior if a matched PIM product has been found. The following options are available:
    • Link only
      Only a dependency between the PIM product and the offer is created.
    • Link and transfer data
      A dependency between the PIM product and the offer is created. In addition, an ETL mapping is performed between the PIM product and the offer, whereby all data from the PIM product is written into the Omni-Channel offer.

Behavior on change of the PIM product

  • Mode
    Click the drop-down list to select the behavior on change of the PIM product. The following options are available:

    • manual
      Changes in a PIM product must be triggered manually to be applied to the offer. The initial offer is automatically applied.
    • semiautomatic
      Changes in a PIM product are automatically applied to the offer after confirmation. The initial offer is automatically applied without confirmation.
    • semiautomatic, changes must be confirmed by another user
      Changes in a PIM product are automatically applied to the offer after confirmation by another user. The initial offer is only applied after confirmation by another user.

    • automatic
      Changes in a PIM product are automatically applied to the offer. The initial offer is also automatically applied.

      The selected change tracking mode is applied for the link that will be created between the PIM products and the offers.

  • [BACK]
    Click this button to go back to the previous step of the import wizard. The Select matching attributes wizard window is displayed.

  • [CANCEL]
    Click this button to cancel the import wizard. The Matching and behavior after import wizard window is closed.

  • [CONTINUE]
    Click this button to proceed to the next step. The Summary wizard window is displayed. The Wizard finalized pop-up window is displayed.

Summary

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Wizard window Summary

Summary

The Mapped attribute sets box displays the selected mapping. The Matching and behavior after import box displays the selected behavior after import.

  • [BACK]
    Click this button to go back to the previous step of the import wizard. The Matching and behavior after import wizard window is displayed.

  • [CANCEL]
    Click this button to cancel the import wizard. The Summary wizard window is closed.

  • [FINALIZE]
    Click this button to save the import settings. The Summary wizard window is closed. The Offers view is displayed.

Offers

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Finalize wizard

Offers

Offers

  • [CHANGE IMPORT SETTINGS]
    Click this button to change the import settings and restart the import wizard. The Map attribute sets wizard window is displayed, see Map attribute sets.

  • [IMPORT/MAP ALL OFFERS TO PIM PRODUCTS]
    Click this button to create an import process for all offers in the list. The Summary window is displayed, see Summary.

  • Search (Search)
    Click this button to display the search bar and search for an offer.

  • Refresh (Refresh)
    Click this button to update the list of offers.

  • VIEW
    Click the drop-down list to select the view. All created views are displayed in the drop-down list. Click the Points (Points) button to the right of the VIEW drop-down list to display the context menu and create a view.

    • Points (Points)
      Click this button to the right of the VIEW drop-down list to display the context menu. The following menu entries are available:

      • Create create
        Click this entry to create a view. The Create view window is displayed, see Create view.

      • Rename rename
        Click this entry to rename the selected view. The Rename view window is displayed, see Rename view. This menu entry is only displayed if a view has been selected.

      • Reset reset
        Click this entry to reset all unsaved changes to the settings of the selected view. This menu entry is only displayed if a view has been selected and any changes have been made to the view settings.

      • Publish publish
        Click this entry to publish the view. This menu entry is only displayed if a view has been selected and unpublished.

      • Unpublish unpublish
        Click this entry to unpublish the view. This menu entry is only displayed if a view has been selected and published.

      • Save save
        Click this entry to save the current view settings in the selected view. This menu entry is only displayed if a view has been selected.

        When the settings of a view have been changed, an asterisk is displayed next to the view name. The asterisk is hidden as soon as the changes have been saved.

      • Delete delete
        Click this entry to delete the selected view. A confirmation window to confirm the deletion is displayed. This menu entry is only displayed if a view has been selected.

  • "Selected connection name"
    The selected connection is displayed in the drop-down list. The drop-down list is locked.

  • Columns Columns (x)
    Click this button to display the columns bar and customize the displayed columns and the order of columns in the list. The x indicates the number of columns that are currently displayed in the list.

  • Filter Filter (x)
    Click this button to display the filter bar and customize the active filters. The x indicates the number of filters that are currently active.


  • Select the checkbox to display the editing toolbar. If you click the checkbox in the header, all offers in the list are selected.

  • [CREATE PIM PRODUCTS/MAP OFFERS TO EXISTING PIM PRODUCTS]
    Click this button to create an import process for the selected offers in the list. The Summary window is displayed, see Summary.

The list displays all offers to be imported. Depending on the settings, the displayed columns may vary. All fields are read-only.

  • SKU
    Stock Keeping Unit. Identification number of the product to the offer.

  • Variant status
    Variant type of the offer. The following options are available:

    • Master offer
      This offer refers to a master product.
    • Variant offer
      This offer refers to a variant.
    • Standalone Offer
      This offer refers to a single product.

  • Status
    Status of the offer. The following options are available:

    • Active
      The offer is active. It is displayed in the marketplace, where it can be sold.
    • Inactive
      The offer is inactive. It is no longer displayed in the marketplace and thus cannot be sold anymore.
    • Not available
      The offer is deleted from the marketplace.

    The Change offer status confirmation window is displayed. If the variant status of the selected offer equals Master offer, an additional toggle is displayed within the confirmation window. If the variant status of the selected offer equals Variant offer, an additional warning is displayed within the confirmation window.

    Change offer status

  • Pending status/Errors
    Indication of the pending status or an error for this offer. The selected status is displayed if you have changed the offer status via the editing toolbar. The following options are available:

    • Active
    • Inactive
    • Not available

    If an error occurs when uploading the offer, the error message is displayed in the column. Click the [Show log message] button in the column to display the corresponding log message in the LOG tab, see User interface LOG.

  • Last upload
    Date and time of the last offer upload.

  • Connection
    Selected connection for the offer.

  • Attribute set
    Attribute set assigned to the offer.

  • Created on
    Date and time of the creation.

  • Created by
    Name and username of the user who created the offer.

  • Modified on
    Date and time of the last modification.

  • Modified by
    Name and username of the user who modified the offer.

  • ID
    Offer identification number. The ID number is automatically assigned by the system after creation.

  • "Attribute name"
    You can add a column for each attribute that is assigned to the offer. The column displays the attribute name, the row displays the corresponding attribute value of the offer.

Processes

  • "Import process name"
    Process for the import to the PIM module. The status of the process is displayed below the name of the import process. The following statuses are available:

    • Filling queue
      The import queue is being filled.
    • Queue filled, auto starting import
      The product(s) are ready to be imported to the PIM module. This status is only displayed if the Start Import automatically without manual checking of assignment to PIM products toggle has been enabled in the Summary window, see Summary. The import process is automatically started.
    • Queue filled, waiting for start
      The product(s) are ready to be imported to the PIM module. This status is only displayed if the Start Import automatically without manual checking of assignment to PIM products toggle has been disabled in the Summary window, see Summary. The import process is waiting for a manual start.
    • Importing into PIM
      The product(s) are being imported from the Omni-Channel to the PIM module.

    • Import finished
      The product(s) have been imported to the PIM module. If the import has failed, this status is also displayed, but the bar below the status is colored red in proportion to the elements of the process that were imported incorrectly.

    • [START]
      Click this button to the right of the corresponding import process to start the import in the Processes section with the Queue filled, waiting for start status. This button is only displayed if the status of the corresponding process equals Queue filled, waiting for start.

    • Points (Points)
      Click this button to the right of the corresponding import process to display the context menu. The following menu entries are available:
      • Delete Delete
        Click this entry to remove the corresponding import process from the Processes section.
      • Rerun Rerun
        Click this entry to restart the faulty process. This entry is only displayed if the import process has failed.
  • Refresh (Refresh)
    Click this button to update the list of import processes.

Summary

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Finalize wizard > Tab Offers > Button IMPORT/MAP ALL OFFERS TO PIM PRODUCTS

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Finalize wizard > Tab Offers > Select offer(s) > Button CREATE PIM PRODUCTS/MAP OFFERS TO EXISTING PIM PRODUCTS

Summary import

  • Affected offers
    Number of offers that can be imported to the PIM module.

  • Found PIM products
    Number of existing PIM products that match the offer.

  • Import name
    Enter a name for the import process.

  • Toggle Start Import automatically without manual checking of assignment to PIM products
    Enable this toggle to automatically start the import after having clicked the [PREPARE IMPORT] button. Disable the toggle to manually trigger the import. By default, this toggle is disabled.

Select a destination set for each source set

  • Set for "connection name"
    Click the drop-down list to select the destination attribute set for the import. All available destination attribute sets for the source attribute set are displayed in the list. If only one attribute set is available, this attribute set is automatically selected and the drop-down list is locked.

  • [CANCEL]
    Click this button to cancel the import to PIM. The Summary window is closed.

  • [PREPARE IMPORT]
    Click this button to create the import process(es) to the PIM module. The Summary window is closed. All scheduled import processes are displayed in the Processes section.

Import process

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Finalize wizard > Tab Offers > Select import process

The import process window is composed of the following tabs:

Import process – Messages

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Finalize wizard > Tab Offers > Select import process > Tab Messages

Processes messages

Messages

  • Refresh (Refresh)
    Click this button to update the list of error messages.

  • Columns Columns (x)
    Click this button to display the columns bar and customize the displayed columns and the order of columns in the list. The x indicates the number of columns that are currently displayed in the list.

The list displays all error messages. Depending on the settings, the displayed columns may vary. All fields are read-only. If no error has been occurred, the No error messages notice is displayed.

  • Log Message Title
    Title of the error message.

  • Message
    Complete error message if an error has occurred.

  • ID
    Error identification number. The ID number is automatically assigned by the system.

Import process – Queue

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Finalize wizard > Tab Offers > Select import process > Tab Queue

Processes queue

Export Omni-Channel offers to PIM products

  • Search (Search)
    Click this button to display the search bar and search for a line item.

  • Refresh (Refresh)
    Click this button to update the list of line items.

  • Columns Columns (x)
    Click this button to display the columns bar and customize the displayed columns and the order of columns in the list. The x indicates the number of columns that are currently displayed in the list.

  • Filter Filter (x)
    Click this button to display the filter bar and customize the active filters. The x indicates the number of filters that are currently active.


  • Select the checkbox to display the editing toolbar. If you click the checkbox in the header, all line items in the list are selected. Alternatively you can click directly a row in the list to select the corresponding checkbox and display the editing toolbar.

  • Edit (Edit)
    Click this button to edit the selected line item from the list. The button is only displayed if the import process has not yet been started and the checkbox of a single line item is selected. The Edit line item view is displayed, see Edit line item.

  • Delete (Delete)
    Click this button to delete the selected line item(s) from the import process. The button is only displayed if the checkbox of at least one line item is selected. The line item is removed from the list. The Items deleted pop-up window is displayed.

The list displays all line items of the selected import process. Depending on the settings, the displayed columns may vary. All fields are read-only.

  • SKU Channels offer
    Stock Keeping Unit. Identification number of the line item.

  • SKU PIM product
    Stock Keeping Unit. Identification number of the assigned PIM product. If no PIM product exists to the line item, the No matching PIM product found notice is displayed.

  • Destination attribute set
    Name of the destination attribute set.

  • Data transfer from PIM product to channels offer
    Data transfer mode from the PIM product to the Omni-Channel offer. The following options are available:

    • manual
      Changes in a PIM product must be triggered manually to be applied to the offer. The initial offer is automatically applied.
    • semiautomatic
      Changes in a PIM product are automatically applied to the offer after confirmation. The initial offer is automatically applied without confirmation.
    • semiautomatic, changes must be confirmed by another user
      Changes in a PIM product are automatically applied to the offer after confirmation by another user. The initial offer is only applied after confirmation by another user.

    • automatic
      Changes in a PIM product are automatically applied to the offer. The initial offer is also automatically applied.

      The selected change tracking mode is applied for the link that will be created between the PIM products and the offers.

  • Initial data transfer offer to existing product
    Initial data transfer mode if a PIM product to the offer already exists. The following options are available:

    • Link only
      Only a dependency between the PIM product and the offer is created.
    • Link and transfer data
      A dependency between the PIM product and the offer is created. In addition, an ETL mapping is performed between the PIM product and the offer, whereby all data from the PIM product is written into the Omni-Channel offer.

  • State
    State of the line item. The following options are available:

    • Queued
    • Done

  • Author
    Name and username of the user who triggered the import process.

  • Error message
    Error log message if an error has occurred. If no error has occurred, this field is blank.

  • ID
    Line item identification number. The ID number is automatically assigned by the system after creation.

Edit line item

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Finalize wizard > Tab Offers > Select import process > Tab Queue > Select line item > Button Edit

Processes queue edit

  • Data transfer from PIM product to Channels offer
    Click the drop-down list to select the data transfer mode from the PIM product to the Omni-Channel offer. The following options are available:

    • manual
      Changes in a PIM product must be triggered manually to be applied to the offer. The initial offer is automatically applied.
    • semiautomatic
      Changes in a PIM product are automatically applied to the offer after confirmation. The initial offer is automatically applied without confirmation.
    • semiautomatic, changes must be confirmed by another user
      Changes in a PIM product are automatically applied to the offer after confirmation by another user. The initial offer is only applied after confirmation by another user.

    • automatic
      Changes in a PIM product are automatically applied to the offer. The initial offer is also automatically applied.

      The selected change tracking mode is applied for the link that will be created between the PIM products and the offers.

  • Initial data transfer offer to existing product
    Click the drop-down list to select the initial data transfer mode if a PIM product to the offer already exists. The following options are available:

    • Link only
      Only a dependency between the PIM product and the offer is created.
    • Link and transfer data
      A dependency between the PIM product and the offer is created. In addition, an ETL mapping is performed between the PIM product and the offer, whereby all data from the PIM product is written into the Omni-Channel offer.

  • PIM product SKU
    SKU of the PIM product that is assigned to the selected line item. By default, the field is blank.

    • Edit (Edit) Click this button to assign a PIM product to the item or to change the selected PIM product. The Products window is displayed, see Products.
    • Delete (Delete)
      Click this button to delete the assigned PIM product. The button is only displayed if a PIM product is assigned to the item.

  • [CANCEL]
    Click this button to cancel editing the selected line item. The Edit line item view is closed.

  • [SAVE]
    Click this button to save all changes to the line item. The Edit line item view is closed.

Products

Omni-Channel > Offer import > Tab CHANNELS->PIM > Select connection > Button SELECT > Finalize wizard > Tab Offers > Select import process > Tab Queue > Select item > Button Edit > Field PIM product SKU > Button Edit

Products

Products

This window displays the products list from the PIM module.

For a detailed description of this window and the corresponding functions, see User Interface List.

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