User Guide

How do I bulk remove products from multiple categories?

If you have previously assigned your products to multiple product categories, you can remove them from those additional categories in bulk using the process outlined below.

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.

Each product that appears in an additional category will have two lines/records in the sheet. The first line/record represents the main category. The ‘Is Primary’ field will be ‘Yes’. The second record/line represents the additional category. The ‘Is Primary’ field will be ‘No’.

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.

‘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.

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