Create or copy a site
Learn to create or copy a site in Productsup and automatically transfer your products, Product Identifier settings, export destinations, and more to a new site.
Introduction
A site contains your imported product data, the optimizations you apply to it, and the exports where you can send your data. Sites are usually your main workspace in the Productsup platform.
A site is the smallest structural entity in the platform. Your Productsup organization can have multiple projects where you can add multiple sites. Every site thus belongs to a project.
You can sort sites into specific projects to efficiently manage and organize them. Similar to projects, you can organize your sites per country, brand, language, etc.
Dashboard is the homepage of every site. Here, you can see the site's stats and change the site's status.
Each site can have one of these statuses:
Active: In an active site, the platform uses the existing triggers and schedules to run the site automatically. It imports, processes, and exports data as expected. This is the default site status.
Paused: In a paused site, the platform uses the existing triggers and schedules to partially run the site. It imports and processes your data, but it doesn't send any data to any of the added exports. Even if you manually run a paused site, the platform doesn't export its data. Using paused sites is a good way to test data optimization strategies without exporting any data to your target channels before it's ready.
The platform considers the products in paused sites as Maintained Products.
Disabled: In a disabled site, the platform doesn't apply any existing triggers or schedules to import, process, or export data. Disabled sites don't run.
The platform doesn't consider the products in disabled sites as Maintained Products.
Note
Besides the site level, you can also change a site's status at the project and organization level in Overview using the drop-down list in the State column.
When creating a site, you have two options:
Create a new site and manually set it up from scratch.
Copy an existing site and reuse its settings.
Create a new site
Learn more about the organization structure from the video or find detailed guidance in the sections below:
Go to a project where you want to add a site.
Select ADD SITE.
Enter a name for your site.
Select Save.
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 Image Designer feature 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.
Copy a site
Copying a site saves time and reduces the probability of errors caused by configuring sites manually. Productsup copies the following items from the source site:
Data sources and Product Identifier settings from Data Sources
Export channels from Exports
Attribute connections and rule boxes from Dataflow
Product segments from Data View
Data service settings from Data Services
Tracking settings from Tracking
All lists from Lists shared on the site level
ROI rules from ROI Strategy
Site tags from Settings
Additionally, you can choose to copy:
Export destinations from Exports
Scheduling and triggering settings from Data Sources
Note
Productsup doesn't copy the following:
Tracking data: The platform copies tracking settings into the new site, but all tracking data is only available in the source site.
ROI rules based on tracking KPIs, such as clicks and orders, don't work in the new site.
Lists: The availability of lists shared on the project and organization level depends on where your new site exists. If the new site exists in the same project or organization as the source site, your new site gets all lists shared in that project or organization, respectively.
If you delete a list shared on the project or organization level from the source site, all sites in the same project or organization lose access to it.
You can use the Bulk Option feature to copy multiple sites at once. See Use bulk options to perform actions across multiple sites.
To copy a site, take these steps:
Go to the organization level in Productsup by performing one of the following actions:
Select your organization name at the top of the main menu.
Select your organization name in the breadcrumbs.
Go directly to the link ending with your organization ID.
Select the project where you wish to add a site.
Select ADD SITE.
Enter a name for your site in Title.
Select Create a copy of an existing Site from the Create or Copy drop-down menu.
Choose the site you want to copy from the Select a Site to copy drop-down menu.
Choose Select. This action directs you to the site setup page.
If you want to copy all export destinations from the source site, select Copy with Export Destinations.
Note
If you copy a site with its export destinations, the destinations of both the source and the new site have the same settings, such as filenames, folders, buckets, etc.
The Productsup Server destination is the only destination that is always unique and gets a new link and filename when you copy it.
To copy all scheduling and triggering settings from the source site and let the new site use the same conditions for importing and processing data, select Copy with Scheduling & Triggering.
To copy all shared elements settings from the source site to the new site, select Copy with Shared elements.
Select Copy Selected Site.