If you have decided to use our automation tool for automating your catalog production or for product tags, you'll want to know how to prepare your files.

First of, our automation tool is currently in closed beta, so if you want to give it a try, please contact us to give you access. It will be available with the Enterprise plan. Our automation tool supports multiple types of files: CSV, XLSX, and it's also compatible with Google Spreadsheets.

CSV is a commonly used file format that contains numbers and texts in a spreadsheet format. It's generally used for data transfer between various programs or apps. CSV files can be created, edited and opened with Google Spreadsheets, Microsoft Excel, Numbers or other similar programs.

If you plan on updating your data in your catalog multiple times, Google Spreadsheet might be the best option, because you can update your data on Flipsnack with a simple click on "Sync", instead of re-uploading a file.

Creating the data sheet

You could download our CSV sample from the Automation tab, to use as a starting point, or you can use a blank spreadsheet.

If your data sheet contains products, each product should be listed on a separate row, and each column should contain a specific type of information. Some examples for column headers could be: SKU number, Size, Color, Fabric, Price etc.

You can add as many columns as you wish, and name them however you want.

It's important to know that the information will appear in your flipbook exactly as it was entered in your spreadsheet, so pay attention to capitalization.

If you want to use images in your catalog, you need to add them as image links in your file.

If you plan on adding links in your automated catalog, add a column for product links and insert the links that will take the customer to your ecommerce website.

Working with multiple data sheets

On Flipsnack you can add multiple data files.

Let's say you already have a "smart template" or flipbook that contains smart fields that are connected to your data source. Now you plan to reuse this ready-made, smart template with a different data sheet. Will it work?

Yes, it will, but only if you keep the same column headers for your new data file. If the same type of information is listed in your file under a different name, it will not work. For example, if a text box is set to display the information in the column "Price" and the new data file lists prices as "US Price" the system will not be able to match the information.

Preparing your file for Product tag automation

You could use the following column headers in your file: Product title, Description, Price, Discount price, Product URL, Button label, Image 1, Image 2 and Image 3.

You don't have to use the exact same names, but go with something similar that will help you match the information from your file with the product tag fields.

It's not necessary to add all of these columns if you don't want some type of information to appear in your product tag. For example. you can simply skip the buton label and product URL if you don't want to link to an external webpage. Same goes for images, price or discounted price. It's up to you what to include.

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