Creating a Category Tree 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:
- 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. |
- 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 a Category Tree in Bulk
You can update or delete existing Category Trees in bulk by following the steps below:
Step 1: Export Existing Category Trees
- Select the Category Trees 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 Tree Code | Enter a unique identifier for the Category Tree. |
| Category Code | Specify the category code associated with the tree. |
| Tags | Add or update tags as required. Refer to the tagging guidelines for details. |
| Command | Use Update to modify a Category Tree or Delete to remove it. |
Step 3: Import the Updated File
- Click Bulk Options, then select Import.
- Upload the updated Category Tree 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 Category Trees 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 Category Trees have been updated or deleted, as specified.