Importing - Category

Importing - Category


Purpose: 

The Category import is designed to add in Categories in bulk. This saves the user from having to manually add each.


Required Fields: 

  • New Categories: Name 

  • Existing Categories:  ID and field(s) you are trying to update


Mapping Tips:

  • You can find the IDs to update Categories with a "customers" type report. New Report > Customers and Leads > Just add the Category table. From that table pull in ID and Name. 
  • If you have Parent Categories those must be imported prior to assigning child Categories to the Parent.