Creating Categories in Bulk
The bulk import option helps to create multiple categories at a time. Bulk upload is an efficient way to add categories to your AI PIM account. The categories are created by downloading templates, making line-item changes offline, and then uploading the file back into your account. Do the following steps to create categories in bulk:
- Click Bulk Options, then select Import.
- Download and open the categories template file.
- Fill in the following details in the file:
| Component | Description |
|---|---|
| Category Code | Enter a unique category code |
| Category Name | Enter a name of the category that will help you distinguish from the rest. |
| Tags | Refer to Tags for more details. |
| Custom JSON | Enter custom metadata in JSON format for additional configuration or third-party integration needs. |
| Media | |
| Command |
- Navigate to the Taxonomy tab and click on Categories.
- From the dropdown, select Category.
- Click Bulk Options, then select Import.
- Upload the updated category file.
The maximum file size allowed is 10 MB.
The upload may take a few moments to complete.
- Once the upload finishes, a Validation Summary will appear. This summary includes the total number of categories uploaded and highlights any errors, if present.
- If errors are detected, correct them in the file and re-upload.
- After successful validation, click Submit. A success notification will confirm that the categories have been imported and created.
Updating or Deleting Categories in Bulk
You can update or delete existing Categories in bulk by following the steps below:
Step 1: Export Existing Categories
Select the Categories you want to update/delete and click Export. A success notification will confirm that the file has been exported. Click Bulk Options, then select Export History. Locate the most recent export file. Click the download icon to download the file. Open the file and make the necessary changes.
Step 2: Modify the Exported File Update the following fields in the file as needed:
| Component | Description |
|---|---|
| Category Code | Specify the category code. |
| Tags | Add or update tags as required. Refer to the tagging guidelines for details. |
| Command | Use Update to modify a Category or Delete to remove it. |
Step 3: Import the Updated File
- Click Bulk Options, then select Import.
- Upload the updated Category template file. The upload may take a few moments to complete.
- After the upload finishes, a Validation Summary will appear. This summary provides the total number of Categories processed and highlights any errors.
- If there are validation errors, correct them in the file and re-upload.
- Click Submit to complete the process. A success notification will confirm that the Categories have been updated or deleted, as specified.