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Add a project

Learn about projects in Productsup and add them to your organization to set sites in a clear structure.

Introduction

According to the Productsup data structure, each site should exist in a project. The project is a container for sites, and you need to add a project to your Productsup organization before creating sites.

It is up to you to define the names and hierarchy of your projects and sites within Productsup.

Learn more about the project structure from the video or find detailed guidance in the sections below:

Add a project to your organization

  1. You may have access to several organizations, each of which has its projects, sites, and settings. If you have only one organization, you can go to the organization level one of the following ways:

    1. Select your organization name at the top of the main menu.

    2. Select your organization name in the breadcrumbs.

    3. Go directly to the link ending with your organization ID.

    Access the organization level by performing one of these actions

  2. Select ADD PROJECT.

  3. Enter a name for your project.

  4. Select Save. This action creates a project and redirects you to the project level in Productsup, where you can see an overview of the selected project and all its sites.

    The overview of a project on the project level in Productsup

    Note

    To see an overview of all projects within your organization, go to the organization level described in Step 1.

Project's main menu

You can open the project-level menu by selecting it in breadcrumbs.

Project's side menu

The project's main menu features include:

  • Overview: an overview of all sites within the selected project available for you according to your access rights.

  • Dashboard: an overview of your organization's performance, such as the number of imported and exported items compared to the total, the processing time, export readiness, and errors during the run.

  • Authentication: a feature that lets you add and view your authentications with external systems. See Add OAuth authentication to external systems for more information.

  • Monitor: a feature that lets you set up email alerts for error events and process breaks. See Monitor events overview for more information.

  • Activity: a summary of maintained and exported products by a selected month.

  • Order Sync: a feature that lets you exchange essential product data with one or more external e-commerce systems. See Order Sync for more information.

  • Reporting: settings to generate and download performance reports for clicks and orders of the selected exports.

  • Settings: a page where you can rename, delete, or move a site to another project.

Note

The list of available menu options depends on your user access rights. See User types and access rights for more information.

Use the navigation bar of the project level

Once you've created a project, you can use the upper ribbon to apply various actions to the sites within the chosen project.

Upper ribbon on the Project page

  • Use the Search field to find a site by its name.

  • Use the Filter, Recent, Exports, and Tags drop-down menus to filter sites within the selected project based on their states, time of creation, available exports, and tags. You can add tags in the project level:

    1. Select the Tag drop-down menu in the needed project line.

    2. Select Add new tag or select a tag from the list of existing tags.

      Add a new tag in project level

    3. Add key and value and select Save.

    Note

    In the project level, you can only add new tags or select from the existing tags. To edit or delete tags, go to the Setting in the site level. See Edit or delete tags.

  • To search for errors, select Errors and start typing the error name. Select the necessary error from the drop-down list and choose Search to see the sites with the error.

    To get the meaning of the errors, see Error log codes and troubleshooting overview. Alternatively, you can view the error history in Error Log in the main menu.

    Errors_search.png

    Tip

    Use Clear Filters in the upper ribbon to restore the page view before the error searching.

  • Select the graph icon to change the project view and have different columns describing your sites. By default, the warning view is active.

    • The graph view provides such columns as ID, Title, State, Imported, Changed, Export(ed), Tags, Last Duration, and Last/Next Run.

      the graph button

    • The warning view provides such columns as ID, Title, State, Errors/Warnings, Imported, Last Duration, and Last/Next Run.

      the warning button

      Note

      The Errors/Warnings column shows the number of errors and warnings during the last run. To see the list of errors, hover over the red cross icon. To see the list of warnings, hover over the orange exclamation mark icon.

      list of warnings

  • Perform a bulk action on multiple projects and sites simultaneously by selecting Bulk Option. See Use bulk options to perform actions across multiple sites for more information.

  • Select Download to download a list of all sites within the selected project as a CSV file.

  • Select Clear Filters, to restore the default state of the page before using any filters.

  • Sort through sites by any column selecting the column title and using the up and down arrows.

In this section: