Sales Layer

The Sales Layer PIM stores and manages your data using three different entities:

• Categories

• Products

• Variants

1. Sales Layer configuration

To export your product, category, and variant information to EasyCatalog, you must first create an output channel of the EasyCatalog type.

1.1. Create an EasyCatalog output channel

Go to the Channels section and click on the Channel's marketplace tab. Now locate the EasyCatalog for Adobe InDesign channel and click on the Create button.

1.2. General parameters

When you click on the Create button (from the previous step), Sales Layer will display the channel configuration wizard:

➊ Sales Layer will first display the Connector ID. You must copy and write down this code because you will need it when specifying the connector ID in the EasyCatalog Sales Layer connector configuration dialog box.

➋ Add a descriptive Name for your channel. This will help you distinguish it from other channels when you set up more than one EasyCatalog channel in your PIM.

➌ Under the channel name, Sales Layer will display the text you add in the Description field.

➍ In order to establish a secure connection between Sales Layer and EasyCatalog, you will need to assign a private key. Sales Layer will generate a private key if you haven't created one yet. Please also write down this data, as it is necessary for configuring the Sales Layer data source in EasyCatalog.

➎ If your Sales Layer instance manages product information in more than one language, select here the languages you want to export to EasyCatalog.

➏ Exporting items with status will allow you to determine whether to export all products, only those marked as visible, visible and drafts, or visible and invisible.

The option Include empty categories will send to EasyCatalog all the information for each category, even if it does not have any products assigned to it. Leave this value set to No to prevent your EasyCatalog panel from receiving more data than necessary.

1.3. Output data

Click the Continue button to access the Output Data tab.

➊ In the first section, you must select each of the entities to be exported. Remember that EasyCatalog only natively supports the following entities: Categories, Products, and Variants. If you can't see one of the entities you want to export, click the + Add Table button and select it from the drop-down list.

➋ The Activate option allows you to include the current selected entity in the output data (Yes) or exclude it (No).

➌ Enter the name you want to give the entity in the output channel.

➍ If you only want to export part of your product catalog, select a category from this drop-down list. Leave the value blank to export all products from all categories.

➎ If you want to filter the data that the channel will export, you can enter a search string: Sales Layer will only export the items that meet the search criteria.

➏ By default, the EasyCatalog channel will display all fields of the selected entity. Each line represents a field. You can change the order of the fields by dragging them up or down.

1. A padlock icon means that the field cannot be deleted nor modified (it is necessary for the correct import from EasyCatalog).

2. The Type option determines how the data will be exported: Normal (string or numbers), Image (will export the download URL of the image file) or Template (allows you to define other custom output formats, such as JSON or XML).

3. The Name in EasyCatalog column allows you to change the name of the field that EasyCatalog will receive. This option cannot be modified in locked fields.

4. The Related field column allows you to choose which field to export in that row. If the field does not exist in your PIM and you want, for example, to export a constant value, select the empty field option and then use the + Formula button to enter a value or formula.

➐ Sales Layer features a powerful formula editor that allows you to manipulate the content and format of each field during the output.

➑ Image fields allow you to export one or more versions (formats) of your images. To create a high-quality catalog, always choose the Original (ORG) version of an image.

Repeat the same steps to configure each of the entities (Products and, optionally, Variants).

2. Configuring a Sales Layer Data Source in EasyCatalog

This is the easiest step. To begin, select File > New > EasyCatalog Panel > New Sales Layer Data Source. The following dialog box will open:

Configure the different options in the dialog box by following these instructions:

1. Start by assigning a name to your data source. This will be the name used by the data panel that will be created when you click the OK button.

2. Paste the Connector code and the Private key that you created in the previous step, during the configuration of the EasyCatalog connector in Sales Layer.

3. In the Version field, leave the default value provided, 1.18. To use the old Sales Layer API, enter 1.17.

4. If your Sales Layer configuration uses the Variants entity, check this box to be able to import them.

5. Click the Apply button so that EasyCatalog connects to Sales Layer and validate that the credentials and options you have selected are working as expected. If everything is correct, EasyCatalog will display a preview of the fields you configured in the Sales Layer output channel.

6. If a product belongs to more than one category in your Sales Layer instance, or if you have decided to import variants, use the ID field as the key field. Otherwise, EasyCatalog will return an error for duplicate records. By default, the ID field is already marked as the key field.

7. Click the OK button to finish. EasyCatalog will display a new data panel with the name you provided in the first step.