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How do I import and export related products?

Purpose and scope

Do you have products in your catalogue that you'd like to upsell or cross-sell? With our related product feature, you can link products together, which are then displayed in your Aphix WebShop under a configurable heading. We support two types of related products: linear related products and group related products

This feature guide provides a step by step guide on how to use our spreadsheet import / export functionality to import and export related products in your product catalogue.

Key points

We recommend that you read Understanding product administration in WebShop to understand how the import / export spreadsheet feature operates and Understanding related products for more information on this feature before following the steps outlined in this guide.

Step by step

Log into Management Interface

Log in

Log into Management Interface using your username and password. This opens the dashboard of your Management Interface.

Action 1: Create spreadsheet for linear related product

Create spreadsheet to import

Use our product import / export spreadsheet feature to quickly import related products.

  • Either manually create a spreadsheet with the information you wish to import. The spreadsheet contains three columns as follows:

    • Group name - name of related product group that is visible in WebShop

    • Product code (SKU) - a list of product identifiers you wish to connect, where the first product code is the product that all other products are related to.

  • Or export a spreadsheet which includes all linear related products, and update it as required.

More information

To export a spreadsheet containing all linear related products

  • Select Import & Export.

  • Select Import Related Products.

    RelatedProducts-ImportSS-MI.png
  • Select the Export tab, and click “Download full Linear export“ to export the data as a spreadsheet.

    RelatedProducts-ExportSS-MI.png

Action 2: Create spreadsheet for grouped related product

Create spreadsheet to import

Use our product import / export spreadsheet feature to quickly import related products.

  • Either manually create a spreadsheet with the information you wish to import. The spreadsheet contains at least three columns as follows:

    • Column A: Group ID - automatically generated identifier when you export related product data

    • Column B: Group Name - name of related product group that is visible in WebShop

    • Column C to <N>: Product Codes - a list of product identifiers to be connected; there must be at least one product code entered in the Product Codes column, although you can have multiple products grouped by entering the product codes (SKU) in the subsequent columns.

  • Or export a spreadsheet of existing data using “Export All” on the Shared Documents screen, and update it as required.

More information

To export a spreadsheet containing all linear related products

  • Select Import & Export.

  • Select Import Related Products.

    RelatedProducts-ImportSS-MI.png
  • Select the Export tab, and click “Download full Grouped export“ to export the data as a spreadsheet.

    RelatedProducts-ExportSS-MI.png

Edit spreadsheet

Add linear or grouped related products
  • Add the products you wish to be displayed as Related, using the pre-defined spreadsheet format.

  • Save your changes.

Delete a product from a linear or group related group
  • Export the spreadsheet containing the products you wish to remove. 

  • Delete the products you no longer wish to be displayed as Related.

  • Save your changes.

Delete a group (Group Related Product)
  • Export the spreadsheet containing the products you wish to remove.  See here for a step by step on how to export the spreadsheet.

  • Remove all product data in the downloaded spreadsheet apart from the Group ID.

    RelatedProducts-DeleteGroup.jpg
  • Save your changes.

While changes are applied immediately to your WebShop, you may have to clear your cache to see them.

Import spreadsheet

Import spreadsheet
  • When the spreadsheet is ready for import, return to the Import & Export screen in Management Interface.

  • Click Import Related Products, found under Related Products in the main content area. This opens the Import Related Products screen.

  • To import a linear related products spreadsheet, click Choose File under Related Products (Linear) and select the spreadsheet from your file directory.

  • To import a grouped related products spreadsheet, click Choose File under Related Products (Grouped) and select the spreadsheet from your file directory.

  • Click Update Related Products. This updates the links between the products as specified in the spreadsheets.

RelatedProducts-ImportSpreadsheet-NewMI.jpg

Remember that changes are immediately visible in WebShop.

Verify import

What does my customer see in WebShop?

Your customers can see related products (either linear or grouped) once you have imported your changes.

Linear related products

In WebShop, all product codes listed apart from the first product code are displayed on the first product code’s detailed product page. The first product code is not listed on any of the other linked product listing pages. Related products are displayed on the first product’s detailed product page from left to right in alphabetical numerical order.

RelatedProducts-LinearRelatedProduct.jpg

Group related products

In WebShop, all products listed in the spreadsheet are displayed under Related Products on each of the four product's detailed product pages.  The products are displayed from left to right in alphabetical numerical order.

To verify that the relationships created between products are correct, view the detailed product screen of the product(s) in WebShop and check that the related products are displayed as you expected.

RelatedProducts-GroupedRelatedProduct.jpg

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