Managing Append CSVs
While you can manage all your fields and data through a single Master CSV by replacing it with every update, you may find it more efficient to append data. Append CSVs allow you to add new products (rows of data) to your existing Master CSV set of data. There must be an active Master CSV before you can activate your first Append CSV. Read below before activating your first Append CSV. At the bottom of the help article is a video of a user uploading, mapping and activating an Append CSV.
What is an Append CSV?
The main use of Append CSVs is to add new rows of product information to existing product data in your account. An Append CSV is set up the same as a Master CSV spreadsheet with your field names in Row 1, while Row 2 is optionally used for field descriptions (or left blank). Optionally, Append CSVs allow for advanced editing, and appending of new fields to existing data, but you must have identified a Unique ID (UID) field when mapping your Master CSV.
I've uploaded my Append CSV, what do I do next?
- Every Append CSV must be Mapped 100% to Core Fields first (see the separate help article on mapping to Core Fields).
- On your Data: Manage CSVs page go to Actions: Manage Append.
- Click the "Select All" link under the existing fields section. This will select the "Include" checkmark for each field and sets the default Data Priority for each field (see "What is Data Priority?" section below).
- Go back to your Data: Manage CSVs page and click on the "Append Status" switch - this will activate your Append CSV.
- Your Virtual Data Master will be updated to 100% and your data will be displayed on your Assets page.
What is the difference between a Master and Append CSV?
- You must have an active Master CSV before you can activate any Append CSVs.
- You can only have one Master, but many Append CSVs.
- The Master CSV sets the optional Unique ID (UID). This is critical for advanced data editing/replacement via Append CSVs.
- Every column with data in your Master CSV will show up in your Gallery View.
- For Append CSVs you need to "Include" each field you want to be part of your master data set.
- Append CSVs optionally allow for advanced editing, and appending of new fields to existing data if you are using Unique IDs (UID).
What is Data Priority?
If there is a conflict between fields and rows of data with matching unique IDs (UIDs), the Data Priority will control which CSV spreadsheet field wins. If there is no conflicting field and matching UID then the Data Priority has no affect, however you must select the Data Priority for each field before you can save and activate your Append. If you are not using UIDs then just use the default data priority which is the most recent CSV.
How do I change the Data Priority?
Select the CSV name that should have the highest priority. This only has an effect if you are using unique IDs (UID), but it must be set.
What is the Include checkmark?
To activate each field you must select the "Include" checkmark. Only included fields are uploaded and can be viewed in your Assets page and exported. If there is no checkmark that field is ignored. Best practice: use the "Select All" option to include all fields and set Data Priority to the current Append CSV. This ensures your most recent data overwrites older data if you are using a Unique ID (UID) and UIDs match.
Do I have to include every field?
No. Include the Append fields you want to be part of your master field and data set. You must set the data priority and include at least one field to activate an Append CSV.
I've completed the Manage Appends step, now what?
On your Data: Manage CSVs page find the Append CSV you want to activate and click on the "Append Status" switch - this will activate your Append CSV. You will see a notification at the top of the page whenever your virtual data master is being updated.
What happens if I never use Unique IDs?
Then you can only add new rows of data (product information) through Append CSVs. Every row of data is added, so don't include duplicate rows of information that may already exist in your Master CSV. This is not a problem for users who upload complete rows of data at all times. But you can't edit, or add information to existing rows of data without using Unique IDs (UID).
Watch a user upload, map and activate an Append CSV: