CSV Bulk Category Upload

Managing a large category structure through the interface can be time consuming. To make this easier, you can download and upload categories in bulk using a CSV or XLSX file. This allows you to create new categories and edit existing ones more efficiently.

Download or upload categories

1. In the Operator Portal, go to Categorisation > Categories.
   
2. On the Categories page, click Bulk Upload.
   
3. From the Category Imports page, you can:
   • Download Categories: Export your current category structure.
   • Download sample file: Get a template with the correct format.
   • Upload Categories: Import your updated CSV or XLSX file.
     

Edit the file

• Open the downloaded file in Excel or another spreadsheet editor.
• Update category details or add new categories.
• Save the file in CSV or XLSX format.

Upload the file

1. Return to the Category Imports page.
2. Choose your updated file.
3. Click Upload Categories.

Check the results

• Go to the Import/Export results page to confirm that the upload was successful.
• Larger files may take longer to process.

Notes

• Different fields have different input types (numeric, text, True/False). Use the sample file to see valid examples.
• When editing CSV files in Excel, remove any formatting before saving.
• For help with CSV files on Mac, see this guide.