00:00:05:15 - 00:00:08:23
In this tutorial, we'll
learn how we can use an Excel data sheet
00:00:08:23 - 00:00:14:00
to quickly and efficiently upload PDFs
to static PDF products en masse.
00:00:14:20 - 00:00:18:05
This functionality ensures
that all products requiring a PDF
00:00:18:05 - 00:00:21:05
can have it assigned
in the shortest possible time
00:00:21:07 - 00:00:24:26
without having to individually upload PDFs
to each product.
00:00:25:24 - 00:00:30:10
Whilst we will focus on PDFs
and static PDF products in this tutorial,
00:00:30:19 - 00:00:33:26
the same methodology
also applies to MegaEdit products
00:00:34:04 - 00:00:37:23
where a mex file from Infigo
Invent can be used
00:00:38:01 - 00:00:41:01
in the place of a PDF file.
00:00:42:05 - 00:00:45:04
We're going to begin
by navigating to an area of our Infigo
00:00:45:04 - 00:00:48:04
admin called upload folders.
00:00:50:16 - 00:00:51:15
This functionality
00:00:51:15 - 00:00:55:04
relies on the PDFs being available
within the Infigo system.
00:00:55:12 - 00:00:59:00
We can accomplish this by using an area
named upload folders,
00:00:59:09 - 00:01:02:14
which allows us to upload files
to the system en masse.
00:01:03:06 - 00:01:05:29
If you can't access the Upload
Folders area,
00:01:05:29 - 00:01:08:29
it may need to be granted
permission from our side.
00:01:09:08 - 00:01:12:04
So please contact customer support
who will be happy to help.
00:01:16:01 - 00:01:19:06
So in this page you can
see I've already got a few sample upload
00:01:19:07 - 00:01:22:13
folders created
or I can create a new upload
00:01:22:13 - 00:01:25:13
location,
00:01:25:21 - 00:01:27:25
fill in the required information
00:01:27:25 - 00:01:30:25
and then press, insert.
00:01:36:16 - 00:01:39:16
Now in my case,
I've got one already set up as an example.
00:01:40:07 - 00:01:43:07
I'm going to utilize my sample PDF upload
00:01:43:17 - 00:01:46:22
and then I'm going to go ahead
and click on Manage and that will take me
00:01:46:22 - 00:01:49:22
to the actual contents
of that upload folder.
00:01:51:24 - 00:01:53:27
And all we want to do is either
click on upload
00:01:53:27 - 00:01:57:12
or simply drag
and drop files into this folder.
00:01:58:13 - 00:02:01:07
You can also create subdirectories
if required
00:02:01:07 - 00:02:04:07
using the new folder icon.
00:02:11:24 - 00:02:14:24
I have a folder open here
with a couple of PDFs.
00:02:15:10 - 00:02:18:07
I'm just going to drag
and drop those into our upload folder.
00:02:27:02 - 00:02:27:25
Next, we're going to
00:02:27:25 - 00:02:31:10
obtain the template
required for our product Excel sheet.
00:02:31:27 - 00:02:34:27
This can be done
from within product management.
00:02:39:01 - 00:02:39:10
We see
00:02:39:10 - 00:02:42:22
we've got our full list of products
that are available on our storefront,
00:02:43:04 - 00:02:46:04
and I'm going to click on Export to Excel.
00:02:46:23 - 00:02:49:02
This will give us a full list of details
00:02:49:02 - 00:02:51:27
for each product
already listed on the storefront.
00:02:51:27 - 00:02:54:21
We can perform two tasks using this sheet.
00:02:54:21 - 00:02:58:04
We can either modify existing products
or detail new products
00:02:58:04 - 00:03:01:04
by adding new line entries.
00:03:02:09 - 00:03:04:11
Once that's ready,
I can click on the download button
00:03:04:11 - 00:03:07:11
that appears in the pop up
00:03:09:24 - 00:03:11:10
and load that sheet.
00:03:11:10 - 00:03:14:16
Okay, so as I mentioned,
we can just modify existing products
00:03:14:16 - 00:03:17:16
or we can just utilize the format
of this data sheet
00:03:17:25 - 00:03:20:25
and then add new lines in here
to create new products.
00:03:21:00 - 00:03:23:14
You don't need to have
all of the products listed in here.
00:03:23:14 - 00:03:27:06
It's not as if once we re-import this,
if it's missing products, it's
00:03:27:06 - 00:03:29:01
not going to delete them from your system.
00:03:29:01 - 00:03:32:13
It just will not touch them. So I've got a
00:03:33:17 - 00:03:36:12
an alternate sample sheet here
00:03:36:12 - 00:03:40:13
where I've utilized the same format,
but just added a few new rows
00:03:40:21 - 00:03:44:01
to detail some of our additional products
that we want to add.
00:03:47:13 - 00:03:48:11
Now we want to make sure
00:03:48:11 - 00:03:51:16
that this is a relevant product
for uploading a PDF.
00:03:52:00 - 00:03:57:10
So the first thing we need to make sure
is that the products are set to static PDF
00:03:57:18 - 00:04:00:18
under the product type column
00:04:07:01 - 00:04:07:20
and I will ensure
00:04:07:20 - 00:04:10:20
that they are the correct product type.
00:04:13:16 - 00:04:17:12
If you're adding new products
which don't already exist in the system,
00:04:18:11 - 00:04:22:02
you can leave the product ID column,
which is column A blank.
00:04:22:19 - 00:04:26:07
This is the unique identifier
for any product and will be generated
00:04:26:07 - 00:04:29:07
automatically
when you import the Excel sheet.
00:04:34:25 - 00:04:37:25
So with this done,
we need to actually add a new column
00:04:37:28 - 00:04:40:28
at the end of the sheet
to handle the loaded PDF.
00:04:42:08 - 00:04:44:04
So add an additional column titled
00:04:44:04 - 00:04:47:12
Product Assets
at the end of the Excel sheet.
00:04:48:04 - 00:04:51:27
This column will be populated
with the exact name of the PDF files
00:04:51:27 - 00:04:55:22
in the upload folder
and should include the dot PDF extension.
00:04:56:24 - 00:05:00:16
So here for example,
we've got one dot PDF, two dot PDF
00:05:00:27 - 00:05:03:27
and so on.
00:05:09:18 - 00:05:09:28
Make sure
00:05:09:28 - 00:05:12:28
that saved
and I'm going to head back into Infigo
00:05:13:13 - 00:05:16:03
And now we're going to re-import
that Excel sheet.
00:05:16:03 - 00:05:18:06
So back to my product management screen.
00:05:18:06 - 00:05:21:06
Import from Excel.
00:05:23:24 - 00:05:26:24
Choose
the Excel file that we wish to upload
00:05:27:27 - 00:05:30:27
and then we need to select
the relevant upload location.
00:05:31:03 - 00:05:35:06
So from within the upload location
setting here, select
00:05:35:06 - 00:05:38:26
the relevant upload folder
that we've uploaded our PDFs to.
00:05:46:15 - 00:05:48:24
We do note
that there are some additional columns
00:05:48:24 - 00:05:51:27
and additional things that can be included
in those specialist columns.
00:05:52:08 - 00:05:56:23
So if you're looking to do something more
advanced with this import functionality,
00:05:56:27 - 00:05:59:15
please take a look at the information
that's listed on the screen here.
00:06:00:24 - 00:06:03:24
Once everything's
been done, click on Imports from Excel
00:06:03:28 - 00:06:06:22
that will go ahead
and create those products for us and we'll
00:06:06:22 - 00:06:10:01
automatically assign
those PDFs to those products.
00:06:10:01 - 00:06:12:12
So I'm just going to filter down
this list of products.
00:06:12:12 - 00:06:15:12
I think I named my PDF.
00:06:19:22 - 00:06:21:27
We can see here
the latest ones that we imported.
00:06:21:27 - 00:06:26:05
So based on my data sheet,
I asked it to create products
00:06:28:27 - 00:06:30:24
16 to 20 brand new.
00:06:30:24 - 00:06:33:29
You can see those have been created
and we've got an image
00:06:33:29 - 00:06:37:04
associated with them which does suggest
that the PDF has been included.
00:06:37:27 - 00:06:40:27
I can double
check this by clicking on static PDF
00:06:40:29 - 00:06:43:21
and then I'll be able to download the PDF
that's associated
00:06:43:21 - 00:06:46:21
with that product.
00:06:52:04 - 00:06:55:11
Okay, so let's quickly
navigate back to upload folders
00:06:56:16 - 00:06:58:27
and then
click on Manage next to the same upload
00:06:58:27 - 00:07:01:27
folder that we utilized a moment ago.
00:07:02:21 - 00:07:05:16
Now you will see that the upload folder
is now empty.
00:07:05:16 - 00:07:07:18
Once utilized by the Excel imports.
00:07:07:18 - 00:07:11:20
The PDFs are removed from the upload
folder, so ready for the next batch
00:07:11:20 - 00:07:12:18
should you need to use them.