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In this tutorial,
we're going to take a little bit.
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Of a look at the Veracore product
categorization options.
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So as part of our Veracore integration,
we allow for the.
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Products that you sync from Veracore via
the product sync, which was covered
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in a previous tutorial to also
be assigned to categories so that you can
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mimic your Veracore product
hierarchy structure within Infigo.
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Essentially assigning
all of your products that need it into.
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Categories and subcategories.
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As we saw
with one part of the customer import.
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This part of the integration,
we had to use Veracore datasheet
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exports to provide the category
information.
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It's also recommended
that you run the product sync.
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Prior
to completing the product categorization.
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Steps so that you have your.
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Required products
within Infigo before you proceed.
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So the first step here is.
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Actually within Vercore itself.
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So this is the download
the offer categorization
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data sheet from the Veracore system.
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This can potentially be scheduled
from within.
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Veracore to be done.
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Automatically just ensure that
the report contains the same important.
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Columns in the same locations
as a table that you can see here,
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So Column A must be the offer.
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ID and then columns P to.
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V must be level one, level
two, etc., etc..
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So please also make sure.
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That the level. Columns are.
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Blank
if no subcategories are needed to be used.
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A hierarchy of seven categories.
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And subcategories
can be used as a maximum.
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You can see what we need.
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Here is column A, which is the offer. ID.
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And then we have
the levels of categorization, which is
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from P to V.
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Now, the next thing we need to do
is to place this.
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File in a pre-agreed directory
on our local. Machine,
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and then we're going to do some linking
with the.
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Figo system.
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Itself, using an area.
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That we call upload folders.
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So if we go into.
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Our Infigo admin area
search upload folders,
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then open that in a new tab.
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All we're doing at this stage is creating.
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A folder that we're going to link to from
a separate area within Infigo itself.
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So there's no distinct.
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Settings here apart
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from some initial naming conventions
and a few of the optional bits of data.
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If I just go to add new upload location,
I'm just going to add a few names to.
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Do with my category sync.
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And then make sure
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that's active.
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And then once that row
has been filled out, I can click insert.
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You'll see if I can manage. That.
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It takes me to an actual folder directory
which as we've just created,
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this is empty at the moment.
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With that created, I'm
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going to go back to my configuration
settings for the Veracore plugin.
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So this.
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Is what we've seen a few times in.
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Previous tutorials.
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We just go to our.
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Connect plugin screen and go to.
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Configure our Veracore settings.
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The table working for this particular.
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Section is right at the bottom, so it's
sync product categories via datasheet.
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And you can see there's
three available options.
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The first thing we need to do.
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Is to select an upload. Location name.
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So this is just going to show.
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Us the list of the upload folders that we
have available within our Infigo system.
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So in this case,
we've just got a list of one
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as that corresponds
to what we just created.
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so this is the location where
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the sync will look for the CSV files
with a name that matches the naming.
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Convention
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that's within or specified
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within the box underneath.
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So here we are
looking for a specific naming convention.
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It should be files with the dot CSV file
extension only.
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And you need to make sure that the search
string matches against the names.
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Of the file. Exactly.
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So this parameter can contain a.
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Combination of.
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Valid
literal path and wildcard. Characters.
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So asterisk and question. Marks,
for example.
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But it doesn't.
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Support regular expressions.
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So for example,
we might put something in here, such.
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As one of our wildcards
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category.csv
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Then we can select all category templates
from the dropdown.
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In my case, I'm just going to.
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Stick to the default category layout.
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And then just as a point of reference,
you have a CSV file format button
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which just gives you
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a little bit more information
as to what the different columns.
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In that csv Sheet.
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Can actually contain.
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For automatic.
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Import.
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You do require Infigos sync,
which is covered in a different tutorial.
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So this is a Windows application
that we provide.
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which actually is like a live link.
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So that will, that will.
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Look for any. Changes to specific folders.
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It will pick up that file.
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And then it will be imported into your.
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Infigo platform automatically
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when it's dropped in the folder
that's been specified.
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You can of course decide
just to import it manually.
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If you want to control when this happens.
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We'll cover manual import a bit later on.
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So the datasheet will cover an offer.
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ID that will link to a product
within Veracore itself.
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It will also have a. Series of.
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Level columns that will determine
the categories and subcategories.
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That need to be created.
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And the product.
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That they need to be assigned to.
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An offer ID can exist.
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On multiple rows in the datasheet
if it should be assigned to
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multiple categories.
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The import will iterate through the.
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CSV file.
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And for each level it finds.
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It will create a new category.
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And for each category it creates will
automatically assign the correct mapping.
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Value to ensure it's
mapped to Veracore correctly.
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The display order of the products
is predetermined,
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so the order in which they appear within.
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The CSV file itself.
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Okay then for manual syncing
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So after you create your upload folder
and when the folder.
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Within your Connect: Veracore.
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Integration settings.
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All you need to do is to simply go to that
upload folder.
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Again and manually input.
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The CSV file into that folder.
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So for example, if I.
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Go to my upload folders. Tab.
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You'll see that I have a manage button
next to the folder that have created.
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Which takes me. To a folder structure.
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And gives me the ability.
To upload an additional file.
