Import Product Data - import product data
In order for the user to receive a product recommendation at the end of the completed questionnaire, all products must be uploaded under the menu item "Products". If no interface is defined, you can upload a CSV file here.
Process of the Product Data Import
The upload takes place via the button Import Product Data.
First select the language in the left corner of the dialog for which you want to upload product data if you are using several languages. After selecting your file, you will see a preview in the subsequent dialog with an overview of the data to be imported. You can also filter these based on the columns contained in the data.
Clicking on Import completes the process. The following dialog provides information on how many data records have been newly imported or updated.
ATTENTION: If you want to update existing products, you should take particular care not to change the ID of the products, as the matching is done via the corresponding product data column (id). The product data is updated while the matrix values remain unchanged.
The columns in the CSV can be given any name, but the first column must contain the id (Product ID). In addition, the field product name (Product name) must be filled in so that the products are displayed in the matrix.
The Results page can be freely configured up to a certain degree. The respective columns with the corresponding content that have been named in the CSV file can be selected and assigned in the selector under Questionnaire> Result Page Product Sections in the "DataSource Column" line. For more information, see the next chapter.
Download product data templates
You can either create a CSV file directly or use our Excel template with which you can validate the column names and then save the file as a CSV export. How to work with the CSV file can be found in the next chapter .
Language-dependent product upload
The import of translations for products also takes place according to the process described above.
ATTENTION: In order not to overwrite existing product data, the appropriate language must be selected before the upload under “Product Data Language” in the upper left corner of the page or during the upload dialog.