Catalogs

Catalogs section enables you to take care of your company data. Β It is a place, where you are able to run and manage items such as tags, attributes, events etc. The most popular use of catalogs section is to create a catalog consisting of products description or customers’ email addresses.


Configure catalogs section

To work further on the platform you have to configure some data in the system. In this part we will show you how to do it in a few simple steps.


Add new catalog

Catalogs are required for some actions such as creating and editing recommendations or abandoned baskets.

Warning: There is one type of catalog that is created automatically. This is a catalog built on the basis of OG: tags. If you have previously implemented OG tags on your website (http://ogp.me/) then our SDK JS is able to download all product metadata contained on the page in OG tags on the basis of the events page visits and update them in the SNRs catalog on an ongoing basis -product-ogTag.

In order to set up the configuration, go to Assets β†’ Catalogs.

Screenshot presenting configuring catalogs in assets module in Synerise

In the upper right corner of the section view you will see the number of currently created catalogs. You can search for any chosen catalog using the search box marked with a magnifying glass placed above the number of catalogs.

  1. Click on New catalog button placed in the right up catalogs section corner.
  2. Enter the name of the new catalog.

Screenshot presenting configuring catalogs in assets module in Synerise

Warning: The delimiter in this file must be a comma. Otherwise, the import will fail. In the case when, despite putting the comma, it will not work - the underscore should work.
  1. Click Apply button.
  2. When a new catalog is created, click on its name, and then select the Import CSV button located in the upper right corner of the screen.

Screenshot presenting importing CSV file button in created catalog section in assets module in Synerise

  1. Upload previously prepared CSV file, fill in the order key field and submit by clicking Upload file button.

Screenshot presenting uploading CSV file into created catalog in assets module in Synerise

Warning: The uploaded document must have a CSV file extension. Other types of files are not supported by the catalog section. What’s more, uploaded CSV file should consists of at least 1 column with a unique records, such as for example product identifier (recommended: SKU)

Preview existing catalog

At any time of work on the platform you can preview existing catalog. Below is a description of the steps to be taken to do this.

Screenshot presenting previewing created catalog in assets module in Synerise

  1. Choose the catalog you’d like to preview. You can do it manually from the list of catalogs or use the search box (loupe in the upper right corner of the page).
  2. Click on the checkbox located next to the name of the chosen catalog.
  3. On the right side of the key, you can see 2 options after moving the mouse over three dots: preview and remove.
  4. After clicking preview, the system will take you to the catalogs’ preview section.

Remove existing catalog

When you have added catalog, you can remove them from the system at any time. Below you will find a description of how to do it.

Screenshot presenting removing created catalog in assets module in Synerise

  1. Choose the catalog you’d like to remove. You can do it manually from the list of catalogs or use the search box (loupe in the upper right corner of the page).
  2. Click on the checkbox located next to the name of the chosen catalog.
  3. On the right side of the key, you can see 2 options after moving the mouse over three dots: preview and remove.

Screenshot presenting removing created catalog confirmation view in assets module in Synerise

  1. After clicking remove, a catalog removing confirmation statement will appear.
  2. Submit by clicking OK.

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