Managing Projects

Use projects to keep separate catalogs apart: give each brand, market, or client its own products, attributes, AI prompts, and integrations.

A project is a self-contained workspace for one catalog. Each project keeps its own products, categories, attributes, AI prompts, and integrations. Use projects to manage separate brands, markets, or clients without their data ever mixing.

You work in one project at a time. The one you are working in is your active project, and every action you take applies only to it.

When to use separate projects

Create a new project whenever you need a clean, isolated catalog. Common reasons:

Use case	Example
Multiple brands	One project per brand, each with its own attributes and prompts
Different markets	A project per country or region, each in its own language
Client work	One project per client, so data stays separate and private
Testing	A throwaway project to try new categories or prompts safely

What lives inside a project

Each project holds its own copy of everything below. Nothing is shared between projects.

• Products: the full catalog and all its data
• Categories: the category tree for this catalog
• Custom attributes: the fields and properties your products use
• AI prompts: the default prompts for enrichment and translation
• Integrations: the platform connections and feeds
• Team access: who can see and edit the project

Custom team roles only get what you explicitly grant them. A member with a custom role can edit products, or manage the team, only when that permission is switched on; anything not granted behaves as view-only.

View and switch projects

Open the Projects page from the main menu. It lists your Workspaces: every project you can access, newest first. Use the search box to find one by name, and click a column header to sort.

Column	What it shows
NAME	The project name and description. Your active project is marked in this column
PRODUCTS	How many products the catalog holds
LANGUAGES	The primary language, plus +N for the additional languages
TEAM	How many people share the project, or Private when it is only you
CONNECTIONS	How many integrations are connected
CREATED	When the project was created

Each project has an actions menu with Set as active, Manage team, Duplicate, Leave project, and Delete. If you can edit the project, a pencil icon (Quick edit project) sits next to it.

To start working in a different project:

1. Open the actions menu

   Find the project you want in the table and open its actions menu.

2. Set it as active

   Select Set as active. WISEPIM updates your workspace to that project.

When you switch projects, your views, filters, and settings update to match the new project. Each project remembers its own setup.

Create a project

1. Click Create Project

   Open the Projects page and click Create Project, or press ⌘⇧C (Ctrl+Shift+C on Windows and Linux).

2. Fill in the basics

   Give the project a clear Project name, a short Description, and a Primary language. The primary language is the main language for this project’s content; AI generation and translations start from it. Add Additional languages for the ones you translate into.

3. Add optional settings

   Pick your Industry so AI writes more relevant content, add a Sitemap URL for SEO insights, and under Advanced settings choose default AI prompts for descriptions, titles, attributes, and SEO meta. You can change all of these later.

4. Save

   Save to create the project. It appears at the top of your projects table, ready to use.

You can fine-tune the name, language, keywords, and default prompts any time in General settings.

Edit a project

To update a project’s details, click the pencil icon (Quick edit project) on its row to open Edit project. You can change the name, description, languages, industry, sitemap URL, and default AI prompts. Click Save changes to apply them, or close the modal and WISEPIM asks Discard unsaved changes? so you do not lose work by accident.

Duplicate a project

Duplicating copies an entire project, so you can reuse a setup instead of building it again. It is useful for spinning up similar brands, testing big changes on a copy, or adapting a catalog for a new market.

1. Open the actions menu

   Find the project you want to copy and open its actions menu.

2. Select Duplicate

   Choose Duplicate and confirm.

3. Wait for the copy

   WISEPIM builds the copy in the background and notifies you when it is ready.

A duplicate includes the products, categories, custom attributes, integration profiles, and project settings. For security, it does not copy user permissions, integration API keys, or historical logs. You become the owner of the new project. With a large catalog, the new project shows up right away with a note that Products are still copying in the background.

Duplication can take several minutes for large catalogs. You will get a notification when it finishes.

Compare two projects

When the same products live in two projects, they drift apart. Compare Projects puts them side by side so you can see exactly what differs and fix it, without exporting anything.

Where to find it: open the command menu (⌘K / Ctrl+K) and run Compare Projects, or go directly to /products/compare. It is not in the main navigation yet.

Pick Project A and Project B. WISEPIM matches their products by SKU and shows you the result in four tabs:

Tab	What it shows
All SKUs	Every product found in either project
Differ	Products that exist in both but don’t match
Only in	Products one project has and the other doesn’t
Identical	Products that already match

1. Start with Differ

   This is where the work is. Each row tells you how many fields differ.

2. Open a product

   Click Compare to open the diff drawer. It lists the fields one by one, with both values next to each other.

3. Choose a direction and sync

   Set the sync direction, then sync a single field or use Sync all to bring the whole product in line.

4. Handle the missing ones in bulk

   On the “Only in” tabs, select rows and use Copy to the other project. The copy runs in the background.

The two projects don’t have to share a primary language. When their languages differ, text fields are still shown so you can read them, but they are not counted as differences. Only real mismatches get flagged.

Use this before a launch to check a market copy against the source catalog, and after a bulk edit to confirm the change landed where you meant it to.

Leave a project

Been added to a project you no longer need? Open its actions menu and choose Leave project. WISEPIM asks you to confirm (Leave project?): you lose access to the project, and a team owner can invite you again later.

Delete a project

To remove a project, open its actions menu and select Delete, then confirm.

Deleting a project is permanent. All its products, categories, settings, and integrations are removed for good, and team members lose access. You cannot delete your active project; the menu tells you to switch to another project before deleting this one.

Name your projects clearly

A clear naming pattern makes projects easy to scan. Include the brand or product line, plus the market or language where it helps.

• Acme Electronics, US market
• Fashion Brand, EU collection
• B2B Tools, German market

Related

General settings

Set the name, language, keywords, and default prompts for your active project.

Managing products

Work with the catalog inside your active project.

Importing products

Fill a new project with products from Excel, CSV, or a platform.

Enriching products

Use the project’s AI prompts to improve product content.