Import Master Catalog Categories Information 

Hint

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

To import the bulk details of updated or processed master catalog categories information in the .csv format, follow 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 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 Download Import 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. An email message with the import status is also delivered to your mailbox.

Example of a master catalog categories bulk import 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 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 English. 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.