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Importing tips: Categories  
Posted: 07 June 2011 06:43 PM —  
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Total Posts:  17
Joined  2011-06-06

If you’re importing categories, here are a few things that aren’t clear in the docs that could save you a lot of time. (I lost a lot of time on trial and error and reading this forum before I got it right.)

Category Names, not IDs or short names
Use the full category names. They are not case sensitive. For example, “client SERvices” will work for “Client Services”, but “client-services” or “12” will not.

Multiple Category Groups
You can only import into a single category group at a time. If you have more that one group, you can import the same data several times, each time filling in a different category group. For example:

“TITLE”,“ORGANIZATION”,“DOCTYPE”
“misfaq1”,“mis”,“faq, intranet”
“hrfaq2”,“hr”,“faq, new hires”
“misform3”,“mis”,“ticket, vpn”

First create an import that imports Title and Organization. Create a second import that imports Title and DocType. Import the same .CSV into each of the import configurations.

On each import, you must specify which category group you want to import into. Use the field “Add new categories into this group”. So, on the first import configuration file, select “Organization”, and on the second import configuration select “DocType”.

In my opinion, it should have been called “Import categories into this group”, or just “Category group”. Or had “Category group” in the left column and “Category field” in the right hand column.

I hope you find this helpful.

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Posted: 08 June 2011 03:44 PM —   [ # 1 ]  
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Joined  2010-11-09

Thank you for the tip. It is good to share this tip. I have found this myself, but it took a few imports to realize how to use it properly.

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Posted: 26 October 2019 03:43 PM —   [ # 2 ]  
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