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Add a Product

This guide walks through adding a single Product manually. To add many products at once, use Import products instead (see the note at the end of this guide).

Steps

  1. Go to Products in the main navigation.
  2. Click Add product.
  3. Fill in the product's fields. The fields available here are configured by your team under Settings → Data management → Product data, so they may differ from one Relayter instance to another.
  4. Link any relevant Assets to the product (for example, product images).
  5. Save the product.

Your new product now appears in the Products overview, and can be added to a Campaign's Briefing.

Importing products in bulk

If you need to add or update many products at once, use Import products from the Products overview instead of adding them one by one.

  1. Go to Products and click Import products.
  2. Upload a CSV or XLIFF file.
  3. Choose which column identifies each product — this must be a text-type product field (for example a SKU or RIN field your team uses), and is how Relayter matches rows in your file to existing products.
  4. Map the remaining columns to your product fields. Any column you leave unmapped is skipped and not imported. A Tags column, if present, is automatically added to each product's tags.
  5. Start the import.

Relayter processes the import in the background: rows whose identifier matches an existing product update that product, and rows with a new identifier value create a new product.