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In this tutorial,
we'll learn how to specify downloadable
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products on a large scale
using the batch product tools.
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This functionality utilizes
the Upload Folders area of Infigo assets
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you wish to assign, as downloadable
products are added to this folder,
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and then the batch product
tool is used to assign particular assets
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to particular products.
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We're going to begin by selecting
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or creating an upload folder.
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So we navigate to that particular section
within Infigo.
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This folder will act as the recipient
for all of our downloadable file assets,
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which we wish to assign to our products
as part of this batch tool.
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if you do not wish to automatically upload
downloadable file assets.
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So for example, if you don't require them
or if you want to utilize a URL instead,
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you will not need to complete this section
and you can skip to downloading
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the batch Excel file.
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So you can see we
have a couple of examples in here already.
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If you are creating a new upload folder,
you can click
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Add New Upload Location.
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Each to complete
the details of the new folder.
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So things like name description, folder
and then set it to active.
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And then click on insert.
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In this case
I'm going to use one of the ones
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I've already made.
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Once you've created your folder,
click on manage.
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This will take you to a screen
allowing for the upload of assets
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to that particular folder.
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Once you're in there,
you can click on Upload.
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And then select the relevant files.
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You'll see now
that that's been placed into that folder.
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Bear in mind as well
that you do have the ability
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to create subfolders
within the root upload folder.
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You see,
I've already got one existing here.
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I could say new folder
if I wanted to create another.
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Give that a name and click create.
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Then it's simply a case of navigating
to one of those subfolders.
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And then again
you can upload files to these locations.
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So next we're going to take a look
at exporting and configuring our batch
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product document
which utilizes an Excel format.
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So we'll begin by navigating
to our product
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Management screen
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Go to the product data section
over on the right hand side.
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And I'm going to export to Excel.
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And you can do it as either
just the selected products.
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If you wish to just select a few.
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Or you can export
your entire database of products.
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The downloaded Excel file will contain
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a high quantity of information
related to your products.
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Contained within these columns
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are the options related
to configuring downloadable products.
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Now, whilst this sheet allows you
to modify your already created products.
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So you'll see there's a different
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row for each individual product
that already exists.
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You can also use it as a way
of creating brand new products
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within Infigo Go simply create new rows
by adding information to them.
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just completing the information
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that you consider to be critical
for those particular products.
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Do you remember to leave the product
ID blank for any new products, though?
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This is the unique identifier
which determines whether a product
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will be updated or created.
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More detailed resources
on the batch product tool
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and its capabilities can be found
within the Infigo Academy.
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Now, what you'll see is that there's
a lot of columns of information
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here, so you don't want to be manually
searching through them.
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the easiest way
to find the relevant columns
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and the relevant products
is to use Excel's search tool.
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So click control
F to bring up the Find and Replace window.
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And then you can use a search terms
such as download
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something which matches the name
of the settings you're looking for,
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and that will take you to
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the required columns,
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which you can then enter values for.
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Now what you will find if you're doing
downloadable product settings, is that
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the settings are not all grouped together
and are spread throughout the template,
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so this find and replace
option is a great way of navigating
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between them.
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Now, if you're wishing to auto upload
related assets
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utilizing the upload folders in Infigo,
then you will need to create
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additional columns
at the end of the Excel template.
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These columns are designed to handle
both regular and sample
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download files, and there are two types
of column that you can use.
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So one is related to URLs.
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So these columns could either be
download URL
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or sample download URL.
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What you can do
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is use these columns to provide a direct
URL to the downloadable file.
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You've
also got the option which we will use
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in this case of Download Asset.
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And you can also use Sample
Download Asset.
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You can use these columns
to specify the relevant
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file location from the upload folders
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that you've already specified.
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Now, it's important to note
that you cannot set
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both the URL and asset values
simultaneously for the same row.
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So for the same product, choose either
the URL option or the assets option,
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or leave both empty
if they're not applicable.
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I'm just going to utilize
one new column here,
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which is my download asset.
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Next step is to input the relevant file
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information into the newly created
columns.
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The download assets.
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The name should match a file in the upload
folder that you've selected.
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If the file is in the root upload folder.
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If I navigate back to my upload
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folder, just to show you what I mean.
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So if the file is in the root folder,
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so the top level folder,
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you do not need to specify
the name of the upload
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folder itself in the Excel sheet.
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So for example
we've got a file here called sample
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download followed up PDF
which is located in the root folder
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which is the sample upload folder.
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However,
when we're putting this into our batch
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Excel sheet,
all we'll need is a sample downloadable
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file, PDF.
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This is due to the fact
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the upload folder is selected
during the batch import process.
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Now identifying assets within the batch
Upload Excel sheet
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when they're in
subfolders is slightly different.
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So in this case
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the subfolder name needs to be identified
before the file name itself.
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So let's go back to our folders
as an example.
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I'll navigate to our sub folder
and then we've got this file in here.
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However if we want to actually link
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that using our Excel sheet.
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We need to actually put the name
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of the subfolder first stop subfolder
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forward slash and then the asset name.
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Once you've made any necessary changes.
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So new products dated products
to this Excel sheet, make sure it's saved.
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Then navigate
back to the product management
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area of Infigo.
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Go to Product Data
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Import from Excel.
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And then this has got
a bit of information here showing you
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the kind of additional columns
that you can add.
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This download asset is not the only file
that you can
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automatically assign to your product.
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You can also do things
such as static PDFs,
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Mega edit or InDesign products,
that kind of thing.
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And there are other resources on the
Infigo Academy which will explain these.
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In this particular example,
we just want to select the relevant
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upload folder, which contains our files.
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Choose the relevant Excel file.
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And then click import from Excel.
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That process will start
and all of those products
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will either be updated or newly created.
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We can verify this by going to the product
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variance settings of the products
that we've updated.
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Going to the info tab
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down to the downloadable product section,
and then I'm able to download the file
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that was automatically uploaded
as part of the process.