How To

Customizing Templates

If selling on a Marketplace or uploading your inventory via a custom upload you will need to become familiar with templates. Templates indicate to ChannelAdvisor what data from your inventory is to be used and how that data should be interpreted before being sent to the various destinations. The template in effect translates your data according to your specifications to meet the restrictions and guidelines of the sites that you are selling on. Although each template will contain fields that are unique to each sites listing guidelines the basic functionality will remain consistent.

Below are the areas of the software where you will encounter templates along with links to learn more about the specifics of each site's template fields.

 

Highlights of ChannelAdvisor Template Functionality


  • SKU Preview – Ability to add a SKU and see the resulting output from your mapped template. Useful for testing the results of a business rule or look-up list and ensuring that your mappings are generating the desired listing data.
  • Template Filtering – Options for viewing fields by "Required", "Conditionally Required", "Preferred" or "Optional". Ability to just see fields that are "Unmapped" versus "Mapped".
  • Uniform UI – All templates have a consistent look and feel intended to improve ease of use.
  • Template Filters – If you use a Template Filter, we have relocated that section to your Amazon > Settings page so that they can be set up on the Feed level.

 

Video


 

What Are Templates?


Templates consist of fields that are specific to each site. Each field can be populated with information from your inventory. You will have several options available to populate these fields. Some templates will consist of one page while others may have multiple pages or tabs which can be accessed via links on the left hand side of the template. Each link will take you to a different page of the template with additional template fields. Typically, a template will have a Common page which represents information that is common to any product category – eg. SKU, Title, Description, Price, etc. Any additional pages will contain fields that are specific to a particular category that you have configured during setup.

 

Required and Recommended Fields


When navigating through the template you will notice that certain fields have a red, orange or yellow indicator next to them. This indicates that a field is either required, conditionally required or highly recommended.

  • Red starred fields are Technical Requirements – These fields are required and your products will not be sent unless this information is completed.
  • Orange fields marked with a square indicate Conditionally Required fields – these fields may be required for your specific category or product type.
  • Yellow fields marked with a triangle are Business Requirements – these fields are typically required if listing a product that does not yet exist on a site and while not required, are highly recommended by the marketplace.

Please Note: Be sure to reference the Recommended Inventory File Content and the Marketplace documentation that outlines the specific data requirements for each category and product type you are selling in. Not all fields in the templates will necessarily apply to the products you are selling. 

 

Help Function


Each template field will have a icon that when selected will bring up a help box with information to help you complete the template field. This box will outline what values are accepted and in most cases give an example of how to populate that field. This tool should be utilized often when completing the template.

 

Mapping Options


When you begin mapping your templates you will have four options to complete each template field. The option that works best for you will depend on how you have prepared your inventory for each sites data requirements. The more effort you put into preparing your inventory the easier it will be to complete the template mapping process. Below is a brief overview of each mapping option.

 

Static Text

Selecting this option allows you to enter a text value that will be applied to all items in the feed. Certain template fields like Condition may have one common value like New, that can be applied to all items by using this mapping option.

 

Inventory Field

This option gives you the ability to select an attribute from your inventory to send unique values from your inventory. Fields such as Price and Product ID are common fields that would utilize this mapping option since Price and Product ID are unique to most items in your inventory. When mapping using this option you will also have the option to select a back up field or text value to send in case the primary attribute does not have a value. This is recommended especially for template fields that are required.

 

Business Rule

This is an advanced mapping option that allows you to manipulate your data into another value that is accepted by the Marketplace. This option is highly encouraged to utilize as opposed to creating needless attributes in your inventory. Business Rules can be complicated yet powerful tools to accomplish specific goals that you have regarding how your data is sent to various marketplaces and sites. Please refer to this page on Business Rules to learn more.

 

Lookup List


This is an alternative advanced mapping option that is often used in conjunction with a business rule. This option also allows you to manipulate your data in many ways by referring to a list of your inventory values and transforming those values into data that is accepted by the marketplace. Please refer to this page on Lookup Lists to learn more.

If selling on a Marketplace or uploading your inventory via a custom upload you will need to become familiar with templates. Templates indicate to ChannelAdvisor what data from your inventory is to be used and how that data should be interpreted before being sent to the various destinations. The template in effect translates your data according to your specifications to meet the restrictions and guidelines of the sites that you are selling on. Although each template will contain fields that are unique to each sites listing guidelines the basic functionality will remain consistent.

Below are the areas of the software where you will encounter templates along with links to learn more about the specifics of each site's template fields.

 

Highlights of ChannelAdvisor Template Functionality


  • SKU Preview – Ability to add a SKU and see the resulting output from your mapped template. Useful for testing the results of a business rule or look-up list and ensuring that your mappings are generating the desired listing data.
  • Template Filtering – Options for viewing fields by "Required", "Conditionally Required", "Preferred" or "Optional". Ability to just see fields that are "Unmapped" versus "Mapped".
  • Uniform UI – All templates have a consistent look and feel intended to improve ease of use.
  • Template Filters – If you use a Template Filter, we have relocated that section to your Amazon > Settings page so that they can be set up on the Feed level.

 

Video


 

What Are Templates?


Templates consist of fields that are specific to each site. Each field can be populated with information from your inventory. You will have several options available to populate these fields. Some templates will consist of one page while others may have multiple pages or tabs which can be accessed via links on the left hand side of the template. Each link will take you to a different page of the template with additional template fields. Typically, a template will have a Common page which represents information that is common to any product category – eg. SKU, Title, Description, Price, etc. Any additional pages will contain fields that are specific to a particular category that you have configured during setup.

 

Required and Recommended Fields


When navigating through the template you will notice that certain fields have a red, orange or yellow indicator next to them. This indicates that a field is either required, conditionally required or highly recommended.

  • Red starred fields are Technical Requirements – These fields are required and your products will not be sent unless this information is completed.
  • Orange fields marked with a square indicate Conditionally Required fields – these fields may be required for your specific category or product type.
  • Yellow fields marked with a triangle are Business Requirements – these fields are typically required if listing a product that does not yet exist on a site and while not required, are highly recommended by the marketplace.

Please Note: Be sure to reference the Recommended Inventory File Content and the Marketplace documentation that outlines the specific data requirements for each category and product type you are selling in. Not all fields in the templates will necessarily apply to the products you are selling. 

 

Help Function


Each template field will have a icon that when selected will bring up a help box with information to help you complete the template field. This box will outline what values are accepted and in most cases give an example of how to populate that field. This tool should be utilized often when completing the template.

 

Mapping Options


When you begin mapping your templates you will have four options to complete each template field. The option that works best for you will depend on how you have prepared your inventory for each sites data requirements. The more effort you put into preparing your inventory the easier it will be to complete the template mapping process. Below is a brief overview of each mapping option.

 

Static Text

Selecting this option allows you to enter a text value that will be applied to all items in the feed. Certain template fields like Condition may have one common value like New, that can be applied to all items by using this mapping option.

 

Inventory Field

This option gives you the ability to select an attribute from your inventory to send unique values from your inventory. Fields such as Price and Product ID are common fields that would utilize this mapping option since Price and Product ID are unique to most items in your inventory. When mapping using this option you will also have the option to select a back up field or text value to send in case the primary attribute does not have a value. This is recommended especially for template fields that are required.

 

Business Rule

This is an advanced mapping option that allows you to manipulate your data into another value that is accepted by the Marketplace. This option is highly encouraged to utilize as opposed to creating needless attributes in your inventory. Business Rules can be complicated yet powerful tools to accomplish specific goals that you have regarding how your data is sent to various marketplaces and sites. Please refer to this page on Business Rules to learn more.

 

Lookup List


This is an alternative advanced mapping option that is often used in conjunction with a business rule. This option also allows you to manipulate your data in many ways by referring to a list of your inventory values and transforming those values into data that is accepted by the marketplace. Please refer to this page on Lookup Lists to learn more.

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