Overview
Channel templates and marketplace templates let you map your PXM product data and media to the exact format a retailer or marketplace expects — so you can export or syndicate content without reformatting it manually each time.
Two types of templates exist in PXM:
API Templates (API Channels) — Templates for API-connected marketplaces (e.g., Amazon, Walmart, Target), one per product type. For some marketplaces, PXM can build these from your existing listings. Otherwise, you add them yourself by choosing the product types you sell. You map your PXM attributes to the marketplace's required fields.
Spreadsheet Templates (Custom Channels) — Templates you upload yourself, used for retailers without a direct API integration (e.g., Chewy, Fullscript, or any custom destination). You upload a spreadsheet, then map attributes to its columns.
Before you can work with templates, you need a channel. See Creating a Channel in PXM if you haven't done that yet.
Where to Find Templates
In the left-hand sidebar, click the Syndicate (rocket) icon, then select the Templates tab. Templates are split into two sub-tabs: API Templates and Spreadsheet Templates.
Each template shows a status:
Under Review — A newly uploaded spreadsheet template that has no mapped fields yet.
Active — The template is ready to use. Spreadsheet templates become Active once you map a field; API templates become Active once every mandatory field is mapped. On some accounts, templates that PXM maps automatically stay Under Review until you confirm the mapping.
Inactive — An API template that still has mandatory fields to map.
Note: If you're looking for channel configuration (creating/editing channels), go to Settings → Marketplaces → Channels. The template editor and the channel settings are in separate locations.
Uploading a Custom Channel Template
This applies to Custom Channels (non-API marketplaces). If you're working with an API channel like Amazon or Walmart, see Adding an API Template below, then continue to Mapping Attributes.
Upload the Template
In the left-hand sidebar, go to Syndicate
Select the Templates tab
Click the Spreadsheet Templates sub-tab
Click Add Spreadsheet Templates in the bottom right corner
Under Select a Channel, choose the channel you created for your marketplace
Enter a template name. Each template name must be unique
Under Select Org Units, choose the org units that should have access to this template
Upload your template file (.xlsx, .xlsm, or .csv)
Select the Worksheet in the file that the data will export to
Select your Header Row by clicking the row that holds the column headers
For .xlsx and .xlsm files, check the Product Data Start Row. It defaults to the row after the header, and it must be at least one row below the header
Click Save
Your new template appears in the list with the status Under Review until you map your first field. To replace, download, or delete a template later, click the ••• menu next to it.
Adding an API Template
Go to Syndicate → Templates → API Templates
Click Add API Templates
Under Select a Channel, choose your channel
Select one or more product types
If asked, choose a seller account under Select Seller Account
Click Save. You'll see "Product Type Templates were added successfully."
If you already have listings on the marketplace, you can instead click Import from Listings to build templates from them. If you don't see this option, ask your PXM admin about your permissions.
Mapping Attributes
Once your template is uploaded (or for API channels, once templates are loaded), you'll map your PXM attributes to the template's fields.
In Syndicate → Templates, find your template and click Edit on the right side of the template
Click MAP next to the field you want to map (far right side of each row). Fields marked with * are mandatory
Under Select Mapping Type, choose Map Product Attribute
Search for and tick one or more PXM attributes. If you select more than one, choose a Concatenation Delimiter (for example, a comma or a space) to join their values. You can also select a locale
Click Apply
Repeat for each field you need to map
When you're finished, click Save To This Template. To copy these mappings to every template on the same channel, click Apply To All Channel Templates instead (see below)
Other mapping types:
Set Default Value — Enter a fixed value to export in that column for every product.
Map a Media Stack — Export an image from a media stack position (see Mapping Media Stacks below).
Map File Attribute — Choose a media stack position and a file attribute to export that attribute's value from the file in that position.
Template settings: Click the settings (gear) icon at the bottom of the editor to update the template name, locale, the roles that can see the template, and its org units. Click the download icon to download the template with all fields, accepted values, example values, and other validations.
Apply To All Channel Templates: This copies this template's mappings to the matching fields on the other templates for the same channel. If Ignore unmapped fields is not ticked, any field you left unmapped here will clear that field's mapping on the other templates, so tick it to keep their existing mappings. The update runs in the background and may take a few minutes.
Mapping Media Stacks
Media stack mapping lets you specify which images (and in what order) get sent to a channel.
Follow steps 1–2 from Mapping Attributes above
Under Select Mapping Type, choose Map a Media Stack
Choose the Default Image Size (size and output format) required by the channel
Under Select Media Stack Position, choose the image position for this field
Click Apply, then click Save To This Template
Using a Template to Export or Syndicate
Custom Channel Export
From the main product view, select the Product or products you want to export
Click Publish to Channel
Select the Channel
Under Publish Options, choose Download
Choose the template under Select a Template
If the template has media stack mappings, choose a media stack under Select a Media Stack
If offered, choose which drafts to publish and whether to include rows for parent products
Click Continue and download the exported file — it's ready to submit to the retailer
Large exports may be processed in the background, and you'll get an email when the file is ready.
API Channel Syndication
For API-connected channels, choose Direct under Publish Options to send data straight to the marketplace rather than downloading a file, select your template, then click Continue To Review. Only content in your final draft is sent. Work with your CSM to ensure your API connection is configured before syndicating.
Troubleshooting
I can't find Channel Templates in Settings
Templates are under Syndicate → Templates in the left sidebar, not inside System Settings.
"No templates showing" for my channel
This usually means no templates have been uploaded or imported for that channel yet. Upload a spreadsheet template, or on the API Templates sub-tab click Import from Listings or Add API Templates.
"No Product Type Available" when adding an API template
Product types for that channel aren't available in your account yet. Contact your Customer Success Manager or pxmsupport@pattern.com to request the template.
My file won't upload
Spreadsheet templates must be .xlsx, .xlsm, or .csv files.
I see a message that the template name already exists
Each template name must be unique. Enter a different name, or use Replace from the ••• menu to update the existing template.
My API template is Inactive
Open the template and map every field marked with *. It becomes Active once all mandatory fields are mapped. Only Active templates can be selected in Publish to Channel.
The Save button is greyed out
Complete every required field (marked with *) in the panel first.
Need help? Reach out to pxmsupport@pattern.com or contact your Customer Success Manager.