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://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. Edit each row by typing in the name of the correct category for that 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 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 allocate a single product to a product category.
How to add a single product to multiple categories.