How do I bulk allocate products to their product categories?

Our web console provides an easy way to allocate all of your products to the categories that they belong to. Before you use this tool, it is best to test this process for one product by allocating that product to its product category so that you understand how it will display in your product catalogue. Here are the instructions for how to allocate a single product to a product category.

To access the bulk upload tool for allocating products to categories:

  • Log in to the Onsight web console at https://web.onsightapp.com.
  • Click on ‘Catalogue’ from the left-hand side menu.
  • Click on the ‘Manage Products’ menu item.
  • Click on the ‘Action’ button at the top of the screen and then click on ‘Import Product Hierarchy’.
  • This will open up the 4-step bulk upload tool.

Step 1: Download the product hierarchy data sheet

The excel sheet displays all your products in alphabetical order and displays the category tree that they fall within. Product Category 1 displays the top category, and Product Categories 2 to 10 are for any sub-categories that the product falls within.

Step 2: Edit the datasheet

Edit each row by typing in the names of the correct category for each product. You need to specify the full hierarchy. For example, if you are allocating a winter jacket and your product hierarchy is Clothing > Jackets > Winter Jackets, then:

Type ‘Clothing’ in the ‘Product Category 1’ column
Type ‘Jackets’ in the ‘Product Category 2’ column
Type ‘Winter Jackets’ in the ‘Product Category 3’ column

Step 3: Upload the data sheet

Save your file. Then select its location on your computer, and upload it to Onsight for processing.

Step 4: Import the data

Once you click the “Import” button your spreadsheet will be analysed and validated.

If your spreadsheet passes validation you will be shown a list of updates that will happen once you approve the import job, and you will be able to approve it so that the datasheet is actually processed and your product information imported. If the spreadsheet fails, you will be shown a list of errors to rectify before uploading it all again. If everything is OK – hit “Approve Job” and all your information will be imported into the database.

Check on your import jobs

To see the status of all your import jobs, go to Setup > Import Jobs and you will see them all listed.

 

 

 
Related articles:
How to allocate a single product to a product category.
How to add a single product to multiple categories.

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