In Toolio, we can create custom groups to subset a particular group of products for easier filtering, grouping, and general analysis. This workflow is being actively improved and this article will be updated accordingly so be sure to keep up to date on our Product Updates!
The workflow to create a Custom Group currently consists of 3(ish) steps.
Master Data
Manual Import
Add to data feed
Creating attribute and options for your custom group
Please review the following articles:
The attribute and option values for a Custom Group will depend on how you are trying to group your products. In this example we will be grouping our products by Vendor, which has 3 possible option values: Vendor A, Vendor B, or Vendor C. Make sure that your attribute type is single-select, and that it is linked to your newly created options!
Attribute your Variant Ids
CSV Import
Once your new attribute is created, you can attribute your SKUs with a one-time CSV import. All that is required is two fields: one for your Variant Id and one for your new attribute, in our example Vendor. See the following Google Sheet for an example of what an import may look like (Note: the headers of your import will depend on the display names/slugs of your attributes):
Add into your integration's data feed
The most robust method is to add the new attribute to the data source of your integration so that any changes will be updated in Toolio going forward. The specific feed will depend on the model that your custom attribute belongs to. In our example for Vendor, we are adding a product attribute so we would add it to our product feed. Please reach out to your Customer Success team for questions specific to your integrations.
Master Data
You can also attribute products directly in Toolio, through your Master Data models! Make sure that your new attribute is added to your view and then you can double click the current value to expose the drop down of possible options that you can select from.
One piece to keep in mind, is that if it is a Product level attribute you are adding then you only need to attribute one Variant, and it will update all other SKUs that share the Product Id. You can see this in the following GIF, where updating the Vendor of either SKU 18, 19, or 20 also changes the vendor of the other 2 because they all share a Product Id (Style Number, in this case) and Vendor is a Product level attribute. If Vendor was on the Variant level, we would need to attribute each SKU individually.
Refreshing your Data
Once your Product and Variant data is reattributed you will need to trigger a refresh for your data to re-aggregate with the updated product group. Please see this article on triggering a Data Refresh.