Document Uploads

Upload product data files and let MerchantOps AI extract structured product information automatically.

Supported File Formats

MerchantOps can process the following file types:

Uploading a Document

To upload a new document:

1. Navigate to Lakehouse → Documents in the sidebar
2. Click the "Upload Document" button
3. Either drag and drop your file or click to browse
4. Select the file from your computer
5. Click "Upload" to start processing

Upload Options

When uploading, you can optionally specify:

• Technology/Brand: Associate the document with a specific brand source for better organization
• Product Type: Pre-select the product type to apply to extracted products
• Notes: Add internal notes about the document source

Document Processing

After uploading, MerchantOps processes your document through several stages:

Viewing Extraction Results

Once processing completes, you can view detailed results:

1. Click on the document in the Documents list
2. The document detail page shows extraction statistics
3. View the list of extracted products
4. See any errors or skipped rows

Extraction Statistics

Each processed document displays:

• Total Rows: Number of rows detected in the document
• Products Created: Rows successfully converted to products
• Skipped Rows: Rows that couldn't be processed
• Success Rate: Percentage of successful extractions

Handling Errors

Common Issues

Skipped Rows

Rows may be skipped for various reasons. Click on "View Skipped Rows" to see:

• Which rows were skipped
• The reason for each skip
• The original row data

Common skip reasons include:

• Missing required fields (like product name or SKU)
• Invalid data format in key fields
• Duplicate product keys
• Empty rows

Reprocessing Documents

If you update column mappings or want to re-extract data, you can reprocess a document:

1. Open the document detail page
2. Click the "Reprocess" button
3. Confirm the action

Bulk Uploads

For large batches, you can upload multiple documents at once. Each document is processed independently in its own background job.

When uploading multiple files:

• Select multiple files in the file picker
• Or drag and drop multiple files into the upload area
• Each file creates a separate document entry
• Monitor progress on the Jobs page

Best Practices

File Preparation

• Clean your data: Remove empty rows and formatting before uploading
• Use consistent headers: Column names should be clear and match across files
• Include unique identifiers: Always have a SKU or product key column
• UTF-8 encoding: Save CSVs with UTF-8 to avoid character issues

Organization

• Name files descriptively: Include vendor name and date in filenames
• Associate with Technologies: Link documents to their brand source
• Process similar files together: Batch uploads from the same vendor

Next Steps

After uploading your documents:

• Review column mappings if prompted
• Check extracted products for accuracy
• Monitor job progress for large uploads