Configuring Downloadable Products using the Batch Product Tools | BG_068
SW

Sam Webster

Created Aug 08, 2024

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.

16
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.

Navigate to Upload Folders
2

If you are creating a new upload folder, click Add New Upload Location

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.

Complete the details for the new folder and click Insert.
4

Click on Manage

This will take you to a screen allowing for the upload of assets to the folder.

Click on Manage
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.

Click Upload and select the file(s) you wish to add to the folder
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.

Navigate to Product Management
7

Click on Export to Excel (All found)

This will download an Excel sheet containing details on all of your currently created products.

Click on Export to Excel (All found)
8

To upload the batch data sheet, navigate to the Product Management area and click on Import from Excel

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

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.

Excel Sheet
11

Select your modified batch upload file

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.

The easiest way to find the relevant products is to use Excel's search tools
13

Input data into the relevant cells as appropriate

Input data into the relevant cells as appropriate
14

Click on Import from Excel

Click on Import from Excel
15

You will be informed when the upload has completed

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.

Navigate to the downloadable product options and download the associated file
17

We can verify the upload by navigating to the product variant settings of our modified or newly created products

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.

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.
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.

Input relevant file information into the newly created columns
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.

Creating SubFolders
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.

Selecting files from subfolders in the batch upload sheet
Well done!
Create how-to guides like this in a snap. Get Tango now.