Available in OroCommerce

Import Master Catalog Categories Information

Hint

This section is a part of the Data Import concept guide topic that provides guidelines on import operations in Oro applications.

You can import the bulk details of updated or processed master catalog categories information in the .csv format following the steps below.

  1. In the main menu, navigate to Products > Master Catalog.
  2. Click Import File on the top right.
  3. In the Import dialog, click Choose File and select the .csv file you have prepared.

Note

Ensure that your .csv file is saved in the Unicode (UTF-8) encoding. Otherwise, the content of the file can be rendered improperly.

  1. Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.
  2. After successful validation, click Import File.
  3. Click Cancel to decline the import.

Alternatively,

  1. Click Export Template to download a sample .csv file with the necessary headers.
  2. Based on the downloaded file, create your bulk information in the .csv format.
  3. Once your file is ready, click Choose File and select the .csv file you have prepared.
  4. Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.
  5. After successful validation, click Import File.
  6. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

Example of a master catalog categories bulk export template

id titles.default.fallback titles.default.value titles.English.fallback titles.English.value parentCategory.id parentCategory.title Organization (EE feature) slugPrototypes.default.fallback slugPrototypes.default.value slugPrototypes.English.fallback slugPrototypes.English.value shortDescriptions.default.fallback shortDescriptions.default.value shortDescriptions.English.fallback shortDescriptions.English.value longDescriptions.default.fallback longDescriptions.default.value longDescriptions.English.fallback longDescriptions.English.value metaTitles.default.fallback metaTitles.default.value metaTitles.English.fallback metaTitles.English.value metaDescriptions.default.fallback metaDescriptions.default.value metaDescriptions.English.fallback metaDescriptions.English.value metaKeywords.default.fallback metaKeywords.default.value metaKeywords.English.fallback metaKeywords.English.value
1   All Products system       Oro Inc.     system     <p>All Products short description</p>   <p>All Products english short description</p>   All products long description   All Products english long description   All Products Meta Title   All Products English Meta Title   All Products Meta Description   All Products English Meta Description   All Products Meta Keywords   All Products English Meta Keywords
2   NewCategory system   1 All Products Oro Inc.   new-category   new-category-en   <p>NewCategory short description</p>   <p>NewCategory english short description</p>   NewCategory long description   NewCategory english long description   NewCategory Meta Title   NewCategory English Meta Title   NewCategory Meta Description   NewCategory English Meta Description   NewCategory Meta Keywords   NewCategory English Meta Keywords

The columns you need to pay attention to are the following:

  • id — the ID of the existing category. IDs are generated by the system. Do not specify any ID for the new categories that you want to import. Once imported, IDs are assigned to all new categories.
  • titles.default.fallback — the column can be ignored. The same applies to slugPrototypes.default.fallback, shortDescriptions.default.fallback, longDescriptions.default.fallback, metaTitles.default.fallback, metaDescriptions.default.fallback, and metaKeywords.default.fallback.
  • titles.default.value — the title of the category. The field is required for new categories.
  • titles.English.fallback — the title that the current title should fall back to if no translation is provided in the English language. Select whether to fall back to system (the default value), parent_localization, provide your custom value, or leave empty. The same applies to slugPrototypes.English.fallback, shortDescriptions.English.fallback, etc.
  • titles.English.value — the English translation of the category title.
  • parentCategory.id — the ID of the parent category. If no ID is provided, the parent category title is considered to identify the parent category. If neither ID nor title is provided, it means that the current category does not have any parent category. In this case, all new categories are assigned to the root node of the master catalog, and the parents of all existing categories remain unchanged.
  • parentCategory.title — the title of the parent category. The parent title can be provided in two forms, short (Phone Charges) and long (All Products / Electronics / Chargers / Phone Chargers). The long title should start with the root node of the master catalog, separated by `` / `` (space, forward slash, space). It is required to use the long title if you have several categories with the same name to avoid selecting the wrong parent category. If no title is provided, the parent category ID is considered to identify the parent category. If neither ID nor title is provided, it means that the current category does not have any parent category. In this case, all new categories are assigned to the root node of the master catalog, and the parents of all existing categories remain unchanged.
  • Organization — the organization that the category is assigned to. You cannot modify the organization for the existing categories. You cannot specify the parent from the organization other than the organization of the child. The column is available if the import is initiated in the global organization (valid for the multi-org Enterprise Edition applications).

Note

Check all columns when importing the .csv file. If you do not want to modify the values of a certain field (e.g., shortDescriptions), then you need to delete all columns related to this field, such as shortDescriptions.default.value, shortDescriptions.default.fallback, shortDescriptions.English.value, shortDescriptions.English.fallback. Otherwise, the fields will acquire the empty values after importing overriding the values that may already exist. The only exceptions are the parentCategory.id and parentCategory.title, as described above.