Level 2 Punchout (Roundtrip), sometimes referred to as "Level 2 Search," is a hosted Index Catalog associated with your Punchout integration. This feature allows customers to search for your products directly within Unimarket before, clicking Visit Supplier to "punchout" into your external e-commerce website for checkout.
Step 1: Prepare CSV File
Before uploading, you must prepare a CSV file using the specific Level 2 Index Template. The template used is different from the Standard Catalog template (RoundtripProductsTemplate_Level_2.csv).
Important Note:
Make sure the column headers remain unaltered (i.e., name changed, not removed, no columns added or font changed).
File Format: The file must be saved as a CSV (comma delimited) file. In Excel, use Save as and select CSV (comma delimited) from the save as type drop-down list.
Image Upload: If you are uploading image files, you must create a ZIP file containing ONLY the images (referenced in the Image Name column) and the Catalog CSV file. If you do not upload images, the system will automatically display the logo set for your Supplier Store.
Index Catalog Template Fields
| Column | Field Name | Description | Mandatory |
|---|---|---|---|
| A | Code | Product item number or code (SKU). Must be a unique ID. | Y |
| B | Name | Name of Product (2000 Char limit). | Y |
| C | Description | Description of Product (2000 Char limit). | N |
| D | Indicative Price |
The base price without any discounts applied. If not applicable, Leave Blank. |
N |
| E | Manufacturer Name | The name of the manufacturer. | N |
| F | Manufacturer Part ID | The manufacturers part number. | N |
| G | Category | Enter the relevant UNSPSC product code for the category of the product or catalog. | Y |
| H | Units | Enter the relevant Unit of Measure code (like DZN for Dozen). Defaults to "EA" (Each) if left blank. |
N |
| I | Quantity Available | Leave Blank. This field is not used for Level 2 Index Catalogs. | N |
| J | Link | Hyperlink to a specific webpage or online document (for product information). | N |
| K | Lead Time | Indicates the number of days lead time to ship the product. | N |
| L | Allow Decimal | Enter Y if the product can be bought in decimal quantities (e.g., 1.5). Default is N. | N |
| M | Image Name |
Name of image file (e.g.,
A few tips when using URLs:
|
N |
| N | Discount |
A percentage discount off the list price. Leave Blank. This field is not used for Level 2 Index Catalogs. To have the discounted price visible to the customer, please enter the discounted price in the Price column. |
N |
| O | Hazardous Class | GHS (Globally Harmonized System) classification of hazards. Hazardous classes are typically numbered 1-9 and may include divisions such as 1.1 or 1.2 (Class.Division format). |
N |
| P | Hazardous UN Number | Four-digit United Nations (UN) number used to identify hazardous materials. This is different from a UNSPSC code. |
N |
| Q | Safety Data Sheet | URL linking to the item's Safety Data Sheet (SDS). Users can click the link to view the SDS document. |
N |
| R | CAS Number | Chemical Abstracts Service (CAS) Registry Number. A unique identifier assigned to chemical substances. Format: XXXXXXX-YY-Z. |
N |
| S | Search Terms | Additional keywords that improve catalog search results. Enter multiple terms as a comma-separated list. |
N |
| T | Pack Quantity | The number of individual items contained within the selected Unit of Measure (UOM). Example: UOM = Pack, Pack Quantity = 6. |
N |
| U | Controlled | Indicates whether the item is restricted or controlled. |
N |
| V | Green | Indicates whether the item meets the organization's green or environmentally preferred purchasing criteria. |
N |
| W | Indigenous | Indicates whether the item is supplied by an Indigenous business or meets Indigenous procurement requirements. |
N |
| X | Energy Star | Indicates whether the item is Energy Star certified. |
N |
| Y | Recyclable | Indicates whether the item can be recycled. |
N |
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Step 2: Access Create Catalog to Create a Level 2 File
Go to Catalogs on the left side panel.
Click Create Catalog.
Step 3: Create and Upload the Index Catalog
- On the Header tab, complete all required fields marked with a red asterisk.
- Once completed, select Continue.
| 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 Punchout Catalog. |
| Catalog Type | Select Roundtrip |
| Roundtrip Type | Select Commerce eXtensible Markup Language (cXML) to create Level 2 punchout. |
Step 4: Complete the Roundtrip Tab
- Complete all mandatory fields marked with a red asterisk.
- Once completed, select Continue.
| Field Name | Description | Configuration Action |
|---|---|---|
| URL | The specific URL provided by your e-commerce platform that Unimarket uses to initiate the punchout session. | Insert the punchout URL provided by your supplier. |
| Shared Secret | A unique key used for secure validation between the Unimarket system and your e-commerce website. | Insert the applicable shared secret in the field. |
| Allow Decimal Quantities | A setting to enable or disable the use of decimal quantities (e.g., 1.5) in orders, invoices, and other procurement processes related to this integration. | Check or uncheck this box to enable or disable decimal quantities. |
| Product Reuse Allowed | This setting controls whether a buyer can easily copy or reuse a product from a previous order or requisition. | Enable (check the box): If checked, it will not allow a buyer to copy an order or requisition that contains a punchout product. This is used to protect against the supplier being unable to accept the order message due to product or pricing changes since the last order. |
Step 5: Complete the Customers Tab
This tab allows you to select which connected customers will receive the catalog.
-
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.
Once completed, select Continue.
Step 6: Complete the Upload Tab
This is where you upload your prepared catalog file.
Important Notes:
Size limit for uploaded file(s) MUST be under 100MB.
Only 1 file can be uploaded, at a time.
If you have multiple files to upload, upload the first file.
Make sure your file column headers, remain unaltered (i.e., name changed, not removed or font changed).
To download the required template Level 2 Index Template, select Download Template
-
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.
Select Browse.
Choose the desired file name, and click Finish.
You will be referred to the Catalogs In Progress screen where you can monitor the progress of the catalog. If an email address is entered, Unimarket will notify you once the loading is complete.
Important Note: If the uploaded file remains in the Processing Catalog status for more than 24 hours. Please reached out to the Unimarket Support team.
If an error occurs, refer to the Error Resolution section below.
If no errors occur and the Level 2 file disappears. This means the items were successfully upload.
Navigate to Catalogs on the left panel.
Select View Catalogs.
Click into the customer's catalog, you are updating the catalog for.
-
Review the updated item(s) on the Draft Products tab.
Note: If you have more files to upload, refer to help article Update An Existing Level 2 File.
Once approved, select Publish for Review.
A pop-up box will appear, to confirm publishing by selecting Publish.
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 receive an error, please:
Confirm the file size is less than 100MB.
The file is saved as a CSV.
Ensure all fields are completed. According to the information provided in the Index Catalog Template Fields chart (above).
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 and/or the word Clone, is included).
-
Resolution Options:
Option 1: Click View to see the error(s) > Manually Update the item (in Unimarket) > and select OK.
Option 2: Click View to see the error(s) > resolve the errors on the file > repeat Step 1 to create a new Level 2 catalog, with the updated file.
Option 3: Click More Actions > select Delete All Errors and Finish. To create the catalog of the items that did not generate an error. Then, resolve the errors on the file > re-upload the error items, using help article Update an Existing Level 2 File.
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:
Review the file format > ensure all the headers in file, align with the required columns in template (i.e., no name changes, no columns has been removed or no font changes)
Repeat Step 1 to create a new Level 2 catalog, with the updated file.
Catalogue errors were found
Description: An error occurred when loading the data file.
-
Resolution Options:
Option 1: Repeat Step 1 to create a new Level 2 catalog with the updated file.
Option 2: Click More Actions > select Delete All Errors and Finish. To create the catalog of the items that did not generate an error. Then, resolve the errors on the file > re-upload the error items, using help article Update an Existing Level 2 File.
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:
Review the file format > ensure all the headers in file, align with the required columns in template (i.e., no name changes, no columns has been removed or no font changes)
Repeat Step 1 to create a new Level 2 catalog, with the updated file.
Results/Validation
Catalog Vetting and Approval
| Customer Setting | Action When You Press Publish for Review | Notes |
|---|---|---|
| Vetting Disabled | Your changes will be immediately available to any buyers that have access to the Catalog. | |
| Vetting Enabled | Your updates will be sent to your customer for their review. Your roundtrip catalog and the previous index file will remain available during the review. | Once you select Publish, you will be unable to make further changes until the customer accepts or rejects the submission. If they decline, they will send a note via the Comments Tab. |
View the Index Catalog
To see how your index catalog looks to the customer:
Go to Catalogs > View Catalogs.
Click on your recently created catalog name.
Click on the Buyer View tab to see what the customer would see, if they searched for those products.
Alternatively, try searching for a product using the Search field at the top of the screen.
Note: You can also Add Products from the More Actions menu or Edit Products and Delete Products by clicking the desired option to the right of each product listing.