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Product Catalog configuration requires coordination with BenchPrep to implement. This implementation will require you to submit the required CSV to the Support Team. In order to take advantage of this functionality, please plan out the following before setting up your CSV:
- Identify Group Category names. Group Category names act as the parent category for Product Categories.
- Identify the Product Category names. Product Category names are the child categories of the Group Category names and will be associated with them.
- Determine the order in which the Group and Product categories will appear in Console and Learning Hub.
Once you have an idea of how you would like to structure your Product Catalog, follow the steps in the section below to submit a CSV file to our support team to implement your Product Catalog.
Populating the CSV
- Download the CSV sample here.
- Fill out the required fields in the CSV.
| id | Leave this field blank, the ids will be assigned within our system once the file has been processed. |
| Group Category Name | Parent Category Name |
| Product Category Name | Child Category Name |
| Sort Order | The order the product catalog will appear in Learning Hub, starting with a 0. |
| Locale | The language the filter will display in the product category catalog. Input "en-us" as the default for English. |
- In column B, enter the name of the Group Category. Leave column C blank. This will create the parent category.
- Copy the parent category name (e.g., Project Management) for all rows that will have a Product Category (child category) related to the Group Category.
- Add the Product Category Name in column C next to the corresponding Group Category name. Remember to keep the first row in column C blank to create the parent category. Repeat these steps to add all Product Category names under your first Group Category name. Add all Product Category Names that belong to the group.
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Next, add a sort order to every line item, starting with 0 for your first line.
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Input "en-us" for the locale for every Product Category Name within this group. For other language options contact support.
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Repeat the process above for every new group category.
CSV checklist
- Leave the id column blank.
- Ensure the first row of a Group Category Name does not have a Product Category Name column filled in.
- Locale should have ‘en-us’ for every Product Category Name row.
- Sort order column should start with a 0.
Once your CSV is finalized submit a request to our support team to upload the Product Catalog. The request can take up to 3 business days from the submission of a properly formatted CSV to complete.
Verifying Product Catalog upload in Console
After the CSV has been processed, you can review your Product Catalog in Console. Admins or users with a custom role with the read:product_categories permission can view uploaded categories.
To access the Product Catalog please follow the steps below:
- In Console, select the Settings option.
- Next, click on Tenant Details.
- Then select Product Categories to view the uploaded product catalog.
If any changes need to be made, reach out to our support team.
Editing a Product Catalog
You can edit an established Product Catalog (i.e. add new group categories, add/remove product categories, reordering group or product categories) by submitting a reformatted CSV to be reprocessed. First, download a CSV with the current Product Catalog setup. Follow these steps:
- Navigate to Settings in Console.
- Select Tenant Details.
- Click on Product Categories.
- Select Export to download the current setup. Use the file when working on updates. The CSV will contain an assigned ID of each group and product category.
When making changes to the existing categorization, remember the following rules:
- Categories with an ID filled in will update existing categories - the IDs should not be modified.
- Rows with a blank ID column will create new categories.
- Excluding a category from the CSV will delete it.
- The sort order column determines the order Group Categories and Product Categories are displayed.
- A Group Category name without a Product category name will not be displayed and cannot be associated with a course/resource.
Review a few examples of CSV edits below:
Example 1
Adding a new group category and product categories to existing setup
The CSV had the following edits:
- Added new rows
- Input new group and categories
- Added ‘en-us’ for new category values
- Added sort order values for new rows and updated sort order of consecutive items
Example 2
Adding a new category to an existing group
The CSV had the following edits:
- Added a new row
- Input existing group category name and new category name
- Added ‘en-us’ for new category values
- Added sort order value for the new row and updated sort order of consecutive items
Once your CSV is finalized submit a request to our support team to upload the Product Catalog update. The request can take up to 3 business days from the submission of a properly formatted CSV to complete. After the request has been processed click here to update content/resource association.
