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Edit site settings

Learn to edit site settings, give structure, and organize your data to manage your sites in Productsup.

Introduction

To structure and organize your Productsup account, you can use various site settings. This document gives you an overview of the high-level site settings.

Go to a site

You can locate a site from:

  1. The account level.

    Go to the account level by performing one of the following actions:

    1. Select the Productsup logo in the top left-hand corner of the platform.

    2. Select your account name or the home icon in the breadcrumbs.

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

    Access the account level by performing one of these actions
  2. The project level.

    Go to the project level by performing one of the following actions:

    1. In the account overview, select the project that contains the desired site.

    2. If you are currently in a site that exists under the desired project, go to the breadcrumbs navigation section at the top of the page and select the project there.

To go to a site, select its name in the account or the project overview.

Select the site

Site's main menu

You can open the site-level menu by hovering over a left-side panel of the view.

The site's main menu features include:

  • Dashboard - an overview of a site including information such as the number of imported and exported items, errors and warnings, import history overview, channel readiness, and processing time.

  • Data Map - a visual overview of where your data is coming from, what happens to it, and what channels it goes to.

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

  • Data Sources - an overview of your main and additional data sources. You can add new data sources, select a product identifier, and set the proxy settings. See Add a main data source to import your products for more information.

  • Data Services - a feature that lets you add and view your data services which are special tools for enhancing and restructuring your product feed. See Enhance your import data through Data Services and Restructure your data in Data Services for more information.

  • Exports - a feature that lets you add and set up exports and view the export history. See Add export channel for more information.

  • Designer - a feature that lets you edit and enhance images in your feed within the platform. See Edit images and create image templates in Image Designer for more information.

  • Scheduling - a feature that lets you create schedules and trigger events so that your sites run automatically based on the set conditions. See Set up scheduling and triggering processes in Scheduling for more information.

  • Dataflow - an overview of the product mapping from import to export. See Map your data from import to export for more information.

  • Data View - a preview of the product data and the selection of the rule boxes to optimize it. See Analyze, optimize, and visualize your data in Data View for more information.

  • Lists - a feature that lets you include, exclude, replace, or map values in your product feed. See Lists feature for more information.

  • ROI Strategy - a feature that lets you optimize your product data feed with the help of performance tracking data and KPIs.

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

  • Error Log - records of errors and warnings. See Error log codes and troubleshooting overview 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.

  • Tracking - a feature that lets you track and analyze the performance by collecting clicks, keywords, conversions, and other statistics from your 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.

Change the name of a site

  1. Go to Settings from the site's main menu.

  2. Enter the new name in Title.

    Changing the name of the site in the Title field
  3. Select Save.

Add a logo to a site

You can see a site's logo between the Title and State columns of the site's row on the project and account overview pages. In the following screenshot, the globe image is an example of a logo added to a site.

Add a logo to a site
  1. Go to Settings from the site's main menu.

  2. Add a link to your logo in Logo URL.

  3. Select Save.

Add a comment to a site

You can add comments to sites to keep things organized and help other users of the platform understand the purpose of each site better.

  1. Go to either the account or the project level.

  2. Select the comment bubble at the end of the chosen site's row.

  3. Enter your comment and select Save.

  4. To see your comment, hover over the comment bubble or select it. Sites with comments have a black comment bubble, while sites with no comments have a white comment bubble.

    Add a comment to a site to leave a note

Move a site to a different project

  1. Go to Settings from the site's main menu.

  2. From the Project drop-down menu, select the project where you want to move the site.

    Move a site to a different project by selecting the desired project in the Project drop-down menu
  3. Select Save.

Move multiple sites to a different project in bulk

You can move multiple sites into a different project at once:

  1. Go to either the account or the project level.

  2. Select Bulk Option in the upper ribbon.

  3. Tick the boxes next to the sites you want to move and select Next Step.

  4. Select Move into Project and choose Next Step.

  5. From the Project drop-down menu, select the project where you want to move the sites.

    Note

    If one of the sites you are moving has lists shared on the project level, this project loses access to the lists as the lists' source site moves to a different project. The lists become available to the target project chosen in the Project drop-down menu.

  6. Select Execute.

Reset data in a site

You can delete all product data from a site but preserve all site configurations, such as data sources, mapping, rule boxes, and export channels. To reset the data:

  1. Go to Settings from the site's main menu.

  2. Choose the Advanced Settings tab.

  3. Select Reset in the Reset Data panel.

    Resetting data in a site to delete all products but leave all site configurations
  4. Select Yes.

Reset data for multiple sites in bulk

You can reset data for multiple sites at once:

  1. Go to either the account or the project level.

  2. Select Bulk Option in the upper ribbon.

  3. Tick the boxes next to the sites where you want to reset data and select Next Step.

  4. Select Reset Sites and choose Next Step.

  5. Select Execute.

Disable or pause a site

By default, sites are always active in the platform. They import data from your data sources, process it by applying rule boxes and mapping attributes, and export it to the selected channels. If you want to deactivate a site, there are two (2) options:

  1. Pause a site's export. In this case, the site still imports data from your data sources and processes it without exporting it to any channels.

  2. Disable a site. In this case, the site no longer imports, processes, or exports any data. Even if the site uses scheduling or triggering settings, no run occurs.

To pause or disable a site, use one of the following procedures.

From the site level

  1. Go to Dashboard from the site's main menu.

  2. In the top-right corner, select the Active drop-down menu.

  3. To pause the export of this site, select Paused. To disable this site, select Disabled.

From the account or the project level

  1. Go to either the account or the project level.

  2. Select the green play icon (▶︎) in the State column of the desired site.

  3. To pause the export of this site, select Paused Upload. To disable this site, select Disabled.

Tip

To change the state of multiple sites in bulk, use the Bulk Option feature:

  1. Go to the account or the project level and select Bulk Option.

  2. Tick the boxes next to the desired sites and select Next Step.

  3. Select Activate/Deactivate Sites and choose Next Step.

  4. Choose the desired state and select Execute.

Delete a site

  1. Go to Settings from the site's main menu.

  2. Choose the Advanced Settings tab.

  3. In the Delete this Site panel, select Yes, delete this Site.

    Delete a site by selecting Yes, delete this Site
  4. Select Yes.

Delete multiple sites in bulk

  1. Go to either the account or the project level.

  2. Select Bulk Option in the upper ribbon.

  3. Tick the boxes next to the sites you want to delete and select Next Step.

  4. Select Delete Sites and choose Next Step.

  5. Select Execute.