{"id":3010,"date":"2022-08-10T11:12:19","date_gmt":"2022-08-10T11:12:19","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=3010"},"modified":"2025-09-01T12:24:57","modified_gmt":"2025-09-01T12:24:57","slug":"how-do-i-bulk-allocate-products-to-multiple-categories","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-bulk-allocate-products-to-multiple-categories\/","title":{"rendered":"How do I bulk allocate products to multiple categories?"},"content":{"rendered":"<p>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. <\/p>\n<p>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 <a href=\"\/user-guide\/how-do-i-add-a-product-to-multiple-categories\/\">how to allocate a single product to multiple categories<\/a>.<\/p>\n<p>To access the bulk upload tool for multiple categories:<\/p>\n<ul>\n<li>Log in to the Onsight web console at\u00a0<a href=\"https:\/\/sales.onsightapp.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com<\/a>.<\/li>\n<li>Click on \u2018Import &#038; export data\u2019 from the left-hand side menu.<\/li>\n<li>Click on the &#8216;Products&#8217; menu item.<\/li>\n<li>Click on &#8216;Product hierarchy&#8217;<\/li>\n<li>This will open up the 4-step\u00a0product category hierarchy import &#038; export tool.<\/li>\n<\/ul>\n<h2>Step 1: Export the product category hierarchy data<\/h2>\n<p>Click the &#8220;Download&#8221; button and save the the product category hierarchy data sheet somewhere you will find it easily. Once done, click on \u2018Continue\u2019. <\/p>\n<h2>Step 2: Change the product category hierarchy data<\/h2>\n<p>Open the spreadsheet file. <\/p>\n<p>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.<\/p>\n<p>For the second record, insert \u2018No\u2019 in the &#8216;Is Primary&#8217; 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:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.onsightapp.com\/user-guide\/wp-content\/uploads\/2022\/08\/bcec0bc6-d65a-48a3-a845-f6c23d74b3c9.png\" alt=\"Multiple categories\" width=\"714\" height=\"128\" class=\"aligncenter imgResize\" \/><\/p>\n<p>In the example above, you have one product \u2018Wild bilberry marmalade &#8211; 370g\u2019 that now falls into two categories; \u2018Marmalades\u2019 and \u2018New arrivals\u2019.  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.<\/p>\n<p>If you want to remove a product from an additional category, you must keep the row that says &#8216;Is Primary&#8217; is &#8216;Yes&#8217; and then remove the row where &#8216;Is Primary&#8217; is &#8216;No&#8217;. 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 &#8216;Is Primary&#8217; is &#8216;Yes&#8217; for the deletions to be processed. <\/p>\n<h2>Step 3:  Upload the new product category hierarchy data<\/h2>\n<p>Save your file. Click on the \u2018+\u2019 button and select your saved data sheet on your computer. Once done, click on \u2018Continue\u2019.<\/p>\n<h2>Step 4: Import the new product category hierarchy data<\/h2>\n<p>Click the \u2018Import\u2019 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:<\/p>\n<p>\u2018For review &#8211; view and approve this job\u2019.  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 \u2018Approve Job\u2019 and your data will be imported into the database.<\/p>\n<p>or <\/p>\n<p>\u2018Failed &#8211; view the job\u2019. If the data sheet fails validation, a list of errors will appear, which you must correct before uploading it again.  Click on \u2018Cancel Job\u2019 and correct the data in your upload data sheet and then start at Step 3 again. <\/p>\n<h2>Check on your import jobs<\/h2>\n<p>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 &#8216;Import &#038; export data&#8217;  &gt; &#8216;Import jobs&#8217; and you will see them all listed. Click on the file name to see the detailed progress. <\/p>\n<h2>Still have questions?<\/h2>\n<p>If you are still uncertain of how to proceed or if you encounter any problems email us at <a href=\"mailto:support@onsightapp.com\">support@onsightapp.com<\/a> and we will help you through the process step-by-step.<\/p>\n<p>&nbsp;<br \/>\n<br \/>&nbsp;<br \/>\n<br \/>&nbsp;<br \/>\n<b>Related articles:<\/b><br \/>\n<a href=\"\/user-guide\/how-do-i-add-a-product-to-multiple-categories\/\">How to add a single product to multiple categories<\/a><br \/>\n<a href=\"\/user-guide\/how-do-i-bulk-remove-products-from-multiple-categories\/\">How to bulk remove products from multiple categories<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3010"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=3010"}],"version-history":[{"count":15,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3010\/revisions"}],"predecessor-version":[{"id":4424,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3010\/revisions\/4424"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=3010"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=3010"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=3010"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}