Create a Standard (Hosted) Catalog

  • Updated

A Standard (Hosted) Catalog contains product data hosted directly on Unimarket's website. It is created by uploading a spreadsheet of products, providing customers with an easy way to shop for your goods and services.

Products in a hosted catalog can be:

  • Priced (e.g., $10.00 per item) with an Add to Cart option.

  • Priced per quote (RFQ) with a Get Quote button.

  • Managed (added, deleted, or edited) individually or in bulk after the initial upload.

 

Prerequisites

  • Audience: Premium Supplier

  • Intent: Upload a new hosted catalog.

  • Status: The profile must be Connected to the desired customer.

  • Setup: You must have already set up your Delivery Options and Payment Options. Refer to the help article Create Delivery Options.

  • File: Catalog data must be prepared in a CSV or ZIP file utilizing the Unimarket catalog template Products_Template_Standard_Hosted_Catalog.

 

Steps

Access the Create Catalog Screen

  1. Select Catalogs on the left side panel.

  2. Click Create Catalog.

 

Complete the Header Tab

On the Header tab, complete all required fields marked with a red asterisk.

Field Description
Catalog Name The name of the catalog, which will be visible to the buyer.
Catalog Description A brief description of the catalog.
Shipping Select from the pre-determined drop-down list. To learn more about on how to Create Delivery Options, refer to help article Creating Shipping Options For Your Hosted Catalog.
Catalog Type Select Standard to create a hosted catalog.

Once completed, select Continue.

 

Complete the Schedule Tab

This tab determines the date and timeframe the catalog will be open to designated customers.

  1. In the Publish field, choose:

    • Publish Now: The catalog will become active immediately upon completion. 

  2. By default, Start immediately when published box is enabled and the Start Date/Time fields is greyed out. 

  3. To select a future date, uncheck the Start immediately when published box and designate the date/time in the Start Date/Time fields.

  4. Review Draft: The catalog will be uploaded to the Pending Catalog section with all products in the Draft Products tab for review.

  5. The End Date field can remain blank to create a never-ending catalog.

  6. Once completed, select Continue.

 

Complete the Customers Tab

This tab allows you to select which connected customers will receive the catalog.

  1. Click inside the Customer(s) text box and key in the desired customers to select them.

    • Note: If Requires Approval appears next to a customer's name. Catalog Approval is enabled by that customer and you may be unable to add additional customers, if that specific customer is chosen.

  2. Once completed, select Continue.

 

Complete the Upload Tab

This is where you upload your prepared catalog file. Important Note: Size limit for uploaded file(s) MUST be under 100MB.

  1. To download the required template, select Download Template.

Note: Make sure the column headers remain unaltered (i.e., name changed, not removed or font changed).

  1. Once your file is ready for upload, save it as a CSV or ZIP file.

    • Note: If the zip file does not upload after selecting Browse and the zip file is too large. We recommend split the file into two > zip each file individually (each zip file must be under 100 MB. If you see the file size amount is over 100MB, split into a third file) > and upload the files separately, in Unimarket.

  2. Select Browse

  3. Choose the desired file name, and click Finish.

 

  1. You will be routed to the Catalogs In Progress screen.

  2. The uploaded file will go into Processing catalog status (i.e. Unimarket is currently uploading the catalog products, check back again later).

    • You can refresh your screen to view if the status has update or you can log out of your profile and return later.

  3. If an error occurs, refer to the Error Resolution section below.

  4. If no errors occur and opted to Publish Now (on the Schedule tab), the hosted catalog will disappear from the Catalogs In Progress screen. The catalog is now available to buyers for purchasing.

 

Error Resolution

Note: Catalogs not completed in the Catalogs in Progress screen, will be deleted one month after being loaded. For assistance, please contact the Unimarket Support team within your profile.

If you received an error, please:

  • Confirm the file size is less than 100MB. 

  • The file is saved as a CSV.

  • All fields are completed, according to the information provided in the Hosted Catalog Template Field Explanations help article.

  • The column headers have not been altered (i.e., name changed, not removed or font changed) and

  • Follow the applicable instructions below.

 

Validation errors were found in products

  • Description: Information provided did not meet the file upload criteria (e.g., trademark/copyright icon included).

  • Resolution Steps: Click View to see the error(s). Manually Update the item in Unimarket and select OK.

    • If you prefer to make corrections on the file, Click More Actions > select Delete All Errors and Finish to delete the entire upload. 

 

Error when processing data load

  • Description: The file is unreadable by Unimarket (e.g., file format is not CSV, or an incorrect header was used).

  • Resolution Steps: Click More Actions, select Finish, and then select Delete All Errors and Finish to delete the entire upload. Fix the file outside of Unimarket and re-upload.

 

Catalogue errors were found

  • Description: An error occurred when loading the data file.

  • Resolution Steps: Click More Actions > select Delete All Errors and Finish to delete the entire upload > and re-upload.

 

An error occurred uploading the file - please try again

  • Description: The file is unreadable by Unimarket (e.g., file format is not CSV, or an incorrect header was used).

  • Resolution Steps: Click More Actions, select Finish, and then select Delete All Errors and Finish to delete the entire upload. Fix the file outside of Unimarket and re-upload.

 

Error  Description Resolution Steps
Missing property 'TAXABLE' at line xxx.

The 'Taxable' field in your catalog template is used to indicate whether an item should have tax applied. 

While it may not have been strictly required before. It looks like the system is now expecting this field, to be filled out for each product. 

This could be due to an update or a change in validation rules. To make sure all catalog data is complete and accurate.

  • Make sure the 'Taxable' column in your catalog file is populated for every item. 
  • You can enter 'Yes' if the item is taxable or 'No' if it isn’t.
  • Double-check that there are no blank or null values in the 'Taxable' column, before uploading your file.
  • Save your updated file and try uploading again.

 

 

Results/Validation

The catalog's status can be tracked on the Catalogs In Progress screen. To view how open catalogs are displayed on the customer's side:

  1. Go to Profile on the left side panel.

  2. Click View Store.

  3. Select the catalog name to browse the products.

 

What's Next / Related