Overview

Custom Data is a list of records that you upload from a CSVA plain text table format where each row is a record and values are separated by a delimiter, often a comma. file, such as staff details or site addresses. When the list is set on an Infigo Editor product, customers type in a field, pick a matching record, and the product's fields are filled in for them.

Building a new product? MegaEditInfigo's browser-based product personalisation editor, used to build and configure dynamic templates that end users customise online (text, images, clipart, masks, backgrounds, and more). and Invent are the way forward for new products. To fill their drop-downs from a Custom Data list, see How do I set up centrally managed dropdowns in Invent? and the article "How do I fill Invent and MegaEdit drop-downs from Custom Data?" on the Invent Problem Solvers page.

Step-by-step

1. Check what you need

   Before you start, check these three things:

   • The Infigo Editor product type. In the admin area, open Catalogue, then Product Types. If Infigo Editor is not listed there, ask Infigo Customer Support about it.
   • Access to Custom Data. Open Configuration, then Resources. If Custom Data is not listed there, ask Infigo Customer Support to enable it for your administrator role.
   • An Infigo Editor product with the fields your customers fill in.

   You do not need to ask for a search service to be enabled on your storefront. The service that stores Custom Data is set up once for the platform your storefront runs on.

2. Prepare your CSV file

   Build your list in a spreadsheet and save it as a .csv file.

   1. Put the column headings in the first row. Each heading must be exactly the same as the name of a field on your product. That is how a value from the list finds its field.
   2. Put one record on each row below the headings.

   For example, a product with the fields Name, JobTitle and Email needs a CSV file with the headings Name, JobTitle and Email.

3. Open Custom Data

   In the admin area, click Configuration, then Resources, then Custom Data. The page lists your Custom Data categories.

   Configuration > Resources > Custom Data

   

4. Create the category
   1. Click Add new record.
   2. Type a Name using letters and numbers only.
   3. Leave Type as Default. Only Default categories can be chosen on a product, and the Type cannot be changed later.
   4. Click Insert.

   For every option on this screen, see Custom Data Category.

   Enter a Name, leave Type as Default, then click Insert

   

5. Upload your CSV file
   1. Click Manage on your category's row.
   2. Optional: to make the records available to one department only, choose it in Department Selection and click the Save button beside it. Do this before you upload.
   3. Under Upload a CSV file, drag your file onto the Drop files here box, or click the box and choose the file.

   A message confirms how many records were processed.

   Drop your CSV file here, or click to choose it

   

6. Check the records

   Scroll down to Current data. Total Count shows how many records the category holds, and the records are listed below it, ten to a page. Uploading a file again adds its rows a second time. To replace the list, click Delete all data first: see Custom Data Category.

   Every CSV row is now a record

   

7. Open your product
   1. Click Catalogue, then Product Types, then Infigo Editor, then Infigo Editor Products.
   2. Find the product that should use the list and click Edit on its row.
8. Choose the Custom Data Category and save
   1. Open the Infigo Product Info tab.
   2. In the Custom Data Category list, choose your category.
   3. Save the product.

   The list is set on each product separately. Repeat steps 7 and 8 for every product that should use it.

9. Test as a customer
   1. Open the product on your storefront as a customer and start the editor. If you set a department in step 5, sign in as a customer in that department.
   2. Check that the Save Data Item button is shown. It appears only when the product has a Custom Data Category.
   3. Type in one of the product's fields. Matching records from your list appear below the field (the first 10 by default). The search looks in the column whose heading is the same as the name of the field you are typing in.
   4. Click a record. Its values fill the product's fields.
10. Save or update a record from the editor

    Customers can also add to the list, or correct it, from the editor:

    1. Fill in the fields, or click a record and change a value.
    2. Click Save Data Item.
    3. If a record was loaded, the Save Item box asks whether to update that record or save a new one. Choose one and continue.

    A message confirms "Created a new entry." or "Updated entry.", and the change is stored in the Custom Data category. Any customer who can open the product can add or change records this way, and the list is shared, so download the CSV file from the category page from time to time as a backup.

11. If something does not work
    • No Save Data Item button and no records: check that the product has a Custom Data Category (step 8). If the category has a department, check that the customer is in that department (step 5).
    • No records in the category after changing its department: records are stored against the department that was set when they were uploaded. Upload the CSV file again.
    • Values go into the wrong fields, or none: check that the CSV headings match the product's field names exactly (step 2).
    • Records appear when typing in some fields but not others: the search needs a CSV column with the same name as the field. If the column exists, a Custom Data Trigger list may be set for your storefront, which limits the search to the fields it names. Ask Infigo Customer Support to check it.
    • Every record appears twice: the CSV file was uploaded twice. Click Delete all data on the category, then upload once.
    • The upload fails, or Test on the category shows "The elastic search server is inaccesible": contact Infigo Customer Support.

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