When managing a large category structure, using the interface can be time consuming. We have built a bulk CSV download and upload tool to help make category management more efficient.
You can use this tool to create new categories, as well as edit existing ones. To download or upload a category tree via CSV, please follow the below steps:
- Login to your admin panel and navigate to 'Categorisation' -> 'Categories' in the left hand navigation menu:
- Once on the Categories page, click 'Bulk Uploads':
- From this page, you're able to download your existing categories, download a sample category file, and upload a new category file:
Once you have downloaded your categories or sample file, simply edit the file in Excel and upload the file. Larger files will take longer to process, but you can keep track of any uploads by navigating to the Import/Export results page:
Notes:
- Different fields have different input times, some are numeric, some are text and some are True/False. Please download the sample file to see examples for each field.
- When editing CSV files in Excel please remember to remove any formatting before saving, we also have a guide on working with CSV files on a Mac here.
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