Each Product Guide requires some product data.
Your product data will be used by the Product Guide to determine product recommendations that match your customer’s requirements.
It is important to have a clear data feed that will in detail cover the various question parameters you would like to address in the advisor process.
This page and its subpages explain how to upload and refine the product data and describes conventions the data feed needs to match. If you are not sure whether you want to start with the product data or first define the Product Guide concept, read the start with advisor concept or product data?
Table of contents:
There are certain requirements the data feed needs to match. The following pages describe how a data file can be uploaded and how the data can be configured. If your product data does not match the requirements described hereafter, please contact excentos support. We will help you transforming or enhancing your product data to get the most out of your existing data feed.
Good product data is key for successful Product Guides.
The documentation about uploading and working with your product data and contains the following pages:
- Prepare the Product Data
- Upload your Product Data
- Manage your Data
- FAQ regarding Product Data
How to get started
Depending on which product data you already have and how familiar you are with preparing and exporting product data, we recommend you starting with one of the following documentations:
- Beginner level:
We recommend to take a look at the demo Product Guides we've provided to you. See how certain "Questions" and "Answer Options" connect to data attributes in the corresponding "Data binding and connections" setting in the "Questions" and "Answer Options" properties dialog.
- Expert level:
If you have already frequently worked with product data, you can directly start with our template and example data files. Take a look at the template and example file and afterwards transform your product data to meet these standards.
- In any case: We recommend you to read the product data feed requirements.
Supported data file formats and data structures
The Workbench supports uploading your CSV data files. This documentation targets Workbench users that already have existing CSV data feeds or that build up their data feed from scratch while setting up the Product Guide.
excentos also supports complex data feeds, such as web services or XML files. If you need support preparing your feed, please contact the excentos support team and request optional professional services by our data cleansing experts. You can also visit the full documentation of possible data sources and formats to see how to get product data prepared, such as transforming, parsing or enhancing it.