Taxonomies

In the “Taxonomies” area of the “Categories” section you can create new taxonomies and you can edit or delete existing ones. Furthermore, you can copy the directory structure of a taxonomy and assign it to another one. Learn more And you can export the categories of a particular taxonomy as an .xlsx file, edit it the file in a spreadsheet software and import the file again to update the respective categories. Less information

Create new taxonomies

Taxonomies consist of a publication and its subordinate version.  In order to create a new taxonomy, proceed as follows:

1. Select a channel type from the “Select channel type” menu. You can choose between the options “Primary iPIM Classification” for the master data maintenance, “Secondary iPIM Classification” for arranging the existing product datasets in an alternative directory structure and “Sales channels” for arranging product datasets according to the category directory of a related sales channel (e. g. Amazon).

2. Click on the CREATE PUBLICATION button in order to call up the corresponding dialog box.

3. Enter an identfier in the “Publification identifier” field. The entered value will be the definite identficator of the new taxonomy.
4. Enter names for the different locales.
   1. Click on the   button in the “Name” field. Then you will be directed to another slider that features individual input fields for the different locales.
   2. Enter the localized names in the respective input fields.
   3. Click on the  BACK button to get back to the previous slider.
5. Possibly select a publication language from the “Locale” menu.
6. Possibly select a currency from the “Currency” menu.
7. Possibly select a client from the “Client” menu*.

10. Possibly change the entry in the “Version Identifier” field if the ID of the version is supposed to deviate from the ID of the publication.
11. Possibly select a validation type from the “Validation type” menu. You can choose between:
    • Allows sales category validation: When carrying out a validation, the status traffic light in the “Taxonomies” tab of the “Product details” app turns green if all the mandatory attributes and mandatory types of the category are maintained. Otherwise the status traffic light turns red.
    • no sales category validation: When carrying out a validation, the status traffic light turns green no matter if all the mandatory attributes and mandatory types of the category are maintained or not.
    • Allows item level validation: When carrying out a validation, the status traffic light turns green if all the mandatory attributes and mandatory types on the item level are maintained for every item of a product. Otherwise the status traffic light turns red.

15. Possibly specify a edit right:
    1. Click on the button in the “User right” field.A slider showing the user right directory is shown.
    2. Choose the right from the rights directory. Possibly use the text search to filter the list of rights by a search term.
    3. Click on the right to select it.The previous slider is shown again.
16. Possibly specify a view right:
    1. Click on the button in the “View right” field.A slider showing the user right directory is shown.
    2. Choose the right from the rights directory. Possibly use the text search to filter the list of rights by a search term.
    3. Click on the right to select it.The previous slider is shown again.

• In order to finish the process, click on the SAVE button. A success message is shown. The new taxonomy now appears in the list of taxonomies.
• In order to cancel the process, click on the CANCEL button.

• To be visible in the iPIM Portal, a secondary taxonomy needs assigned to the clients for which it is supposed to be visible. The corresponding assignment can be done in the “Client” area of the “System setup” section.
• Even is a client is selected, a taxonomy remains visible for other clients. In oder to limit the visibility resp. editability, rights need to be used.

Edit taxonomies

In order to edit an existing taxonomy, proceed as follows:

1. Select the respective channel type from the “Select channel type” menu. Then all the taxonomies from the respective channel type are shown in the “Publications” card.
2. Possibly click on thebutton in the respective table row to unfold the different locale levels as well as the uppermost version level.
3. Double-click in the table cell you want to edit.
4. Make the desired changes.
5. Leave the table cell.
6. Possibly make further changes to other table cells.

• In order to save your changes, click on the SAVE button. A success message is shown.
• In order to cancel the process, click on the CANCEL button.

Delete taxonomies

In order to delete an existing taxonomy, proceed as follows:

1. Select the respective channel type from the “Select channel type” menu. Then all the taxonomies from the respective channel type will are shown in the “Publications” card.
2. Click on the button in the table row of the taxonomy you want to delete. Then appears the button.
3. Click on the button to confirm the deletion of the taxonomy. If the process was successful, a corresponding message will appear and the deleted taxonomy vanishes from the list of taxonomies.

Copy categories

Using the “Copy categories” action you can copy the category directory of a taxonomy and assign it to another taxonomy. To do so, proceed as follows:

3. Select a source taxonomy from the upper “Taxonomies” menu.
4. Click on the “Category name” field below. Then appears a menu that contains the category directory of the selected source taxonomy.

5. Select a source category from the category directory by clicking on it. Then the selected category as well as its subcategories are copied.

6. Select a target taxonomy from the lower “Taxonomies” menu.
7. Click on the “Category name” field below. Then appears a menu that contains the category directory of the selected target taxonomy.
8. Select a target category from the category directory by clicking on it. The copied source category as well as its subcategories will later be pasted into the selected target category.
9. From the “Assign new ID for categories” menu, possibly select the option YES so that new IDs will be assigned to the copied categories.
10. From the “Also copy product assignment” menu, possibly select the option YES to take over the product assignments of the source categories.
11. From the “Also copy category mappings” menu, possibly select the option YES to take over the category mappings of the source categories.
12. From the “Also copy category properties” menu, possibly select the option YES to take over the category properties of the source categories.

• In order to finish the process, click on the SAVE button. A success message is shown. The copied source categories are now assigned to the target categories as subcategories.
• In order to cancel the process, click on the CANCEL button.

Export categories

Using the “Export categories” action you can export the categories of a selected taxonomy as an .xlsx file to edit them in a spreadsheet software. To do so, proceed as follows:

1. Select the respective channel type from the “Select channel type” menu. Then all the taxonomies from the respective channel type are shown in the “Publications” card.

2. Click on thebutton in the table row of the respective taxonomy to unfold the different locale levels as well as the uppermost version level.

3. Click on the table row of the uppermost version level.
4. Click on thebutton in the footer to call up the action menu.
5. Click on the option “Export categories”, to call up the corresponding dialog box will.

6. Enter a file name in the input field “File name”.
7. Select the file language from the “Language” menu.

• In order to finish the process, click on the SAVE button. A success message is shown. The export file can usually be found in your local download folder. The file can be edited in a spreadsheet software. After the editing is done, you can re-import the file using the Import categories action.
• In order to cancel the process, click on the CANCEL button.

When editing the .xlsx file in a spreadsheet software, do not change the category IDs. The category IDs are crucial to correctly relate the category datasets from the .xlsx file to the corresponding category datasets in the iPIM system. Category datasets from the .xlsx file which can't be related to category datasets in the iPIM system will be established as new categories.

Import categories

Via the “Import categories” action you can re-import .xlsx files which you have edited in a spreadsheet software in order to update the corresponding categories in the iPIM system according to your changes in the .xlsx file. To do so, proceed as follows:

6. Drag the import file over the drop zone and drop it there. Or click on “ Browse files” to call up the import file via the file manager. Following this, the file is loaded into the cache.
7. Select the data language of the import file from the “Language” menu.

• In order to finish the process, click on the SAVE button. A success message is shown. The respective categories in iPIM are now updated according to the import file.
• In order to cancel the process, click on the CANCEL button.

Import templates

The following import template files can be used in order to create new catgories:

• Category structure EN
• Category structure DE

In order to create new categories, proceed as follows:

• Download the appropriate template file.
• Fill in the desired category data.
• Import the file as described above.

Use cases

Create a secondary classification and make it visible to a client

Users can’t access a secondary classification in the iPIM Portal unless it is assigned to the appropriate client. This example shows how to create a secondary classification using default settings and make it visible to a specific client.

1. Go to the “Taxonomies” section of the “Categories” area on iPIM CC.
2. Select the option "Secondary iPIM Classification" from the “Select channel type” menu.
3. Click the CREATE PUBLICATION button to open the corresponding dialog box.

4. Enter an identifier for the secondary classification in the “Publication ID” field .
5. In the “Description” field , click on the button to access the slider for entering the labels. Enter the names in the different languages there, and then on click the  BACK button to return to the original slider.
6. Click on the NEXT button to proceed to the next slider.

7. Click the SAVE button to complete the creation of the secondary classification. A success message is shown. The secondary classification has now been created.

11. Click the “Secondary Versions” menu to expand it.
12. Check the box next to the previously created secondary classification .
13. Click the SAVE button.

FAQ

What does selecting an export channel do when creating a publication?

The export channel determines the form in which the product data is exported. You can choose between the CSV channel for the product data export to a sales channel or another target system via a .csv file, the “iMARKET” export for the product data export to a sales channel which is connected via iMARKET, and the “iSHOP export” for the product data export to a sales channel that uses iSHOP.

Which validation types are available when configuring a version, and what do they do?

You can choose between “Allows sales category validation”, “no sales category validation” and “Allows item level validation”. With “Allows sales category validation”, the status traffic light in the “Taxonomies” tab of the “Product details” app turns green when carrying out a validation if all the mandatory attributes and mandatory types of the category are maintained; otherwise it turns red. With “no sales category validation”, the status traffic light turns green after a validation no matter if all the mandatory attributes and mandatory types of the category are maintained or not. With “Allows item level validation”, the status traffic light turns green if all the mandatory attributes and mandatory types on the item level are maintained for every item of a product; otherwise it turns red.

Why must the category IDs not be changed when editing the exported .xlsx file?

The category IDs are crucial to correctly relate the category datasets from the .xlsx file to the corresponding category datasets in the iPIM system. Category datasets from the .xlsx file which can’t be related to category datasets in the iPIM system will be established as new categories.

Why is a secondary taxonomy sometimes not shown in the “Taxonomies” app of the iPIM Portal?

To be visible in the iPIM Portal, a secondary taxonomy needs to be assigned to the clients for which it is supposed to be visible. The corresponding assignment can be done in the “Clients” area of the “System setup” section.