How to Import Categories in Bulk
How to import categories in bulk using the Category Download Import Template.
Click on the Import Categories button
Download the Import Template
The Categories Import Window will open:
Click on the grey Download Import Template button.
The template labelled Category_Import_File.xls will automatically download to your computer. The spreadsheet file contains three sheets, one for the instructions, one for importing sub-categories, and one for importing category names. Follow the instructions in the spreadsheet template carefully to avoid errors when re-importing.
Instructions from Overview Sheet
This file demonstrates how you setup an Excel file to import categories easily into this system.
Please note this import feature only allows for the adding of categories to the system. To edit or delete categories please use the Administration interface.
Each worksheet (select the tabs below) demonstrate how you setup the Excel file for various scenarios. These are:
Sheet 1 Import categories with no hierarchy
Sheet 2 Import categories with hierarchy
When you are ready to import your file you must save your file in either a CSV or TAB delimited format. To save your Excel file in either of these two formats select Save from the File menu
and choose Comma Delimited (CSV) or TAB delimited in the Save Type As option.
NOTE: If you choose CSV each column is separated by a comma. You cannot use commas inside any of your columns.
Import Updated Template
Verify Information is Correct
- check information preview is correct
- Click on grey Import button