Onsight allows you to assign a product to multiple product categories. You can do this when you are adding a new product or updating an existing product. The product will then appear inside the product catalogue multiple times in different categories.
Our web console provides an easy way to upload many products to multiple categories in one go. Before you use this tool, it is best to test this process for one product by adding it to an additional 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 multiple categories.
To access the bulk upload tool for multiple categories:
- Log in to the Onsight web console at https://sales.onsightapp.com.
- Click on ‘Import & export data’ from the left-hand side menu.
- Click on the ‘Products’ menu item.
- Click on ‘Product hierarchy’
- This will open up the 4-step product category hierarchy import & export tool.
Step 1: Export the product category hierarchy data
Click the “Download” button and save the the product category hierarchy data sheet somewhere you will find it easily. Once done, click on ‘Continue’.
Step 2: Change the product category hierarchy data
Open the spreadsheet file.
Create a duplicate record for each item that you want to display in an additional category. You will have two lines/records of the same item on the sheet. The first line/record represents the existing item on your account. The second record/line is for putting that same item into an additional category.
For the second record, insert ‘No’ in the ‘Is Primary’ column and insert the additional category name in the Product Category 1 column. Here is an example of how it should display before importing the excel sheet to the account:
In the example above, you have one product ‘Wild bilberry marmalade – 370g’ that now falls into two categories; ‘Marmalades’ and ‘New arrivals’. If you want the product to display in a third product category, then you simply repeat the process of adding another line/record to the datasheet.
If you want to remove a product from an additional category, you must keep the row that says ‘Is Primary’ is ‘Yes’ and then remove the row where ‘Is Primary’ is ‘No’. This will remove that product from the additional category. You can remove as many additional categories (rows) as you wish. However, if you remove all the rows relating to this product, nothing will change. You must keep the main row where ‘Is Primary’ is ‘Yes’ for the deletions to be processed.
Step 3: Upload the new product category hierarchy data
Save your file. Click on the ‘+’ button and select your saved data sheet on your computer. Once done, click on ‘Continue’.
Step 4: Import the new product category hierarchy data
Click the ‘Import’ button to start the import process. Your data sheet will be analysed and validated. Once the import job progress is at 100%, click on either:
‘For review – view and approve this job’. If your data sheet passes validation, you will see a list of updates that will be applied once you approve the import job. If everything is correct, click ‘Approve Job’ and your data will be imported into the database.
or
‘Failed – view the job’. If the data sheet fails validation, a list of errors will appear, which you must correct before uploading it again. Click on ‘Cancel Job’ and correct the data in your upload data sheet and then start at Step 3 again.
Check on your import jobs
If you navigate away from the import process whilst it is running, you can come back later to check on the progress. To see the status of all your import jobs, go to ‘Import & export data’ > ‘Import jobs’ and you will see them all listed. Click on the file name to see the detailed progress.
Still have questions?
If you are still uncertain of how to proceed or if you encounter any problems email us at [email protected] and we will help you through the process step-by-step.
Related articles:
How to add a single product to multiple categories
How to bulk remove products from multiple categories