Configuring Downloadable Products using the Batch Product Tools | BG_068
In this tutorial, we will learn how to specify downloadable products on a large scale using the batch product tools.
This functionality utilises the Upload Folders area of Infigo. Assets you wish to assign as downloadable products are added to this folder, then the batch product tool is used to assign particular assets to particular products.
1. Navigate to Upload Folders
We will begin by selecting or creating an Upload Folder. This folder will act as the recipient for all of our downloadable file assets which we wish to assign to our products.
If you do not wish to automatically upload downloadable file assets, you will not need to complete this section and can skip to downloading the batch Excel file.
2. If you are creating a new upload folder, click Add New Upload Location
3. Complete the details for the new folder and click Insert.
Ensure a name, description and folder have been input. It's also essential to ensure the folder is set to Active, otherwise it cannot be accessed by the system.
4. Click on Manage
This will take you to a screen allowing for the upload of assets to the folder.
5. Click Upload and select the file(s) you wish to add to the folder
They will be uploaded and a pop-up dialog will confirm this.
6. Navigate to Product Management
Next, we will take a look at exporting and configuring out batch product document, which utilises an Excel format.
Begin by navigating to the Product Management screen.
7. Click on Export to Excel (All found)
This will download an Excel sheet containing details on all of your currently created products.
8. To upload the batch data sheet, navigate to the Product Management area and click on Import from Excel
9. Select the relevant Upload Folder containing your upload assets
10. Excel Sheet
The downloaded Excel sheet will contain a high quantity of information related to your products.
Contained within these columns are the options related to configuring downloadable products.
Whilst this sheet allows you to modify your already created products, you can also use it to create brand new products within Infigo. Simply create new rows, completing the information you consider critical to those products. Remember to leave the ProductID blank. This is the unique identifier which determines whether a product will be updated or created.
More detailed resources on the product batch upload tool and its capabilities can be found on the Infigo Academy.
11. Select your modified batch upload file
12. The easiest way to find the relevant products is to use Excel's search tools
Bring up the find and replace window using Ctrl+F. It is recommended to search for a term such as "download".
You will find that the downloadable product settings are not all grouped together and are spread throughout the template.
13. Input data into the relevant cells as appropriate
14. Click on Import from Excel
15. You will be informed when the upload has completed
16. Navigate to the downloadable product options and download the associated file
This should match the assets you specified in the Excel file.
17. We can verify the upload by navigating to the product variant settings of our modified or newly created products
18. If you are wishing to auto-upload related assets from the Upload Folders in Infigo, you will need to create additional columns at the end of the Excel template.
These columns are designed to handle both regular and sample downloadable files.
There are two types of columns you can use:
1.URL Columns: “DownloadUrl”: Use this column to provide a direct URL to the downloadable file. “SampleDownloadUrl”: Use this column to provide a direct URL to the sample downloadable file.
2.Asset Columns: “DownloadAsset”: Use this column to specify the relative file location from the upload location for the downloadable file. “SampleDownloadAsset”: Use this column to specify the relative file location from the upload location for the sample downloadable file.
Important Note: You cannot set both the URL and Asset values simultaneously for the same row. Choose either the URL option or the Asset option, or leave both empty if not applicable.
19. Input relevant file information into the newly created columns
For Download Assets, the name should match a file in the Upload Folder you have selected.
If the file is in the root Upload Folder, you do not need to specify the name of the upload folder itself.
For example, if your file "Sample.pdf" is located in the "Root" Upload Folder, all you will need to specify in the Excel sheet is "Sample.pdf". This is due to the fact that an Upload Folder is selected during the batch import process.
20. Creating SubFolders
It is possible to create subfolders within your Upload Folders, which can also be used to house files.
Create these by navigating to the upload folder and clicking New Folder.
Once created, navigate to the subfolder and files can be added in the same way as the root folder.
21. Selecting files from subfolders in the batch upload sheet
Identifying assets within the batch upload Excel sheet is slightly different when they are located in sub folders.
The subfolder name needs to be identified before the filename itself.
For example, if a file named "Sample.pdf" is located in the "RootFolder/SubFolder" directory, you will need to enter "SubFolder/Sample.pdf" in the batch product sheet.
