The Templates feature is only available for admin users. To see this feature in your left-side navigation bar, you need to switch to the admin mode:
Open the account panel in the bottom-left corner of your view.
Select On in the Admin mode toggle.
When you first send your product data to the Retail platform, we create templates to map all your product attributes to the attributes required by the retailers you want to send your products to. A template lists all your product attributes and ties each attribute to the name of the corresponding attribute from the list expected by a specific retailer.
If you want to send your data to another retailer, you can create and set up a template using the Templates feature.
Prerequisites
To use the Templates feature, you need:
An .xlsx or .xls file with all your relevant product data. The Excel file should have a row-based structure, which means each row within the file should represent one product or product variant.
Create a template
To create a new template, take these steps:
Go to Templates in the admin mode and select CREATE TEMPLATE.
Give your template a name in Name.
Enter the number of the row containing your attribute names in The attributes titles are in row. The expected input is a digit
Enter the number of the first row containing your attribute values in The attributes data starts from row. The expected input is a digit.
If you want to import data from one or more specific sheets, enter the names of those sheets in Sheets.
Select Upload file and choose the needed Excel file from your device.
Once the platform parses your file, it displays the attribute names from your file in the Key column. To map your attributes to the attribute names expected by a specific retailer, you can enter the corresponding attribute names in the Label column.
If your retailer's data requirements specify which attributes your product data must provide, make sure to mark the relevant attributes as required using the Required toggle.
Optionally, you can enter additional information about each attribute in Description and specify a desired maximum length for the values of each attribute in Maximum length.
Select Create template at the bottom of the screen to save your new template.
TIP: If you need to remove an attribute from the template, select the padlock icon next to the needed attribute. If you want to add another attribute to the template, go to the bottom of the attribute list, provide an attribute name in Key, and the mapped attribute name in Label. Select the plus (+) icon to add the attribute to the template.
Edit an existing template
To edit an existing template, take these steps:
Go to Templates in the admin mode and select CREATE TEMPLATE.
Select the needed template to open template settings.
Your next steps depend on your desired editing options:
To change the name of the template, use Name.
To upload a completely new Excel file for this template, enter the needed row numbers in the fields The attributes titles are in row and The attributes data starts from row. Then, select Upload file.
To change the names of the uploaded or mapped attributes, use the Key and the Label columns.
To add new attributes, scroll to the bottom of the list and add a new attribute using Key, Label, Description, Maximum length, and Required and selecting the plus (+) icon.
To change which fields are mandatory and which ones are optional, use the Required toggle.
To enter additional information about attributes, use Description.
To specify a desired maximum length for attribute values, use Maximum length.
To remove attributes from the template, use the padlock icon.
When you are happy with the updated template settings, select Update template at the bottom of the screen to save your changes.
Troubleshoot errors when uploading an Excel file
When trying to upload your Excel file, you can get this error message:
To fix the issue:
Check if your Excel file contains no additional text at the beginning of the file, such as a table header. Remove this text from your file to let the platform parse it.
See if the attribute names in your Excel file match the ones you have in your import mapping. Switch off the admin mode and go to Mappings to check it.