How to use import for classification

Learn how to classify products using the import

Before importing

A prerequisite when classifying entities using import is having an excel spreadsheet with the data organized in named columns. For this tutorial we have a made three simple spreadsheets containing jackets that already exist as products, that we want to insert into another category.

Spreadsheet to classify using full path
Spreadsheet to classify using id
Spreadsheet to classify using identifier

In this case we are importing to a category with full path = 'Clothing > Men > Jackets', id = 186 and identifier = 'Men-Jackets', meaning all of these imports are interchangeable and will classify the products in the same category.

Starting the import

To start importing you choose the excel spreadsheet with the data you want to import, in this tutorial the spreadsheet is called "ClothingForImport.xlsx".

Next you need to choose the correct Import type. When importing categories, products, variants, variant groups or global lists the 'General Excel Import' type is used.

While it is possible to include media assets when importing, this will not be covered in this guide. For this reason we leave 'Upload assets' unticked and 'Select media folder' empty.

Import page

Having chosen the correct file and import type you can click the "Start upload"-button to start the import.

Mapping your data

Having clicked the "Start upload"-button you are presented with a new page. This is where you will map your excel columns to data fields on entities.

In this guide we are classifying products, so we choose 'Products' in the 'Entity type' dropdown.

Data mapping

We choose Name (en-GB) as the key, as that is the column that will map our import to existing products.

Now in this tutorial we are showcasing the three ways to map products to categories through import.

This is done by mapping to the three different fields:

  • Import classifications (Id)

  • Import classifications (Full path)

  • Import classifications (ClothingCategoryId)

These fields are built with the following syntax: [Catalogue name] classifications [Expected identifier]

So for 'Import classifications (Id)' we import to the catalogue 'Import' and then we map to a category with the category's internal id.

'Full path' means we map to the full path of the category we want to classify the product in. The full path is build of the display names of the category to insert into and its ancestors seperated by " > ". E.g. "Clothing > Men > Jackets"

And finally 'ClothingCategoryId' is an identifier we have created on the Import catalogue.

Identifier on Import catalogue

Approve changes

At this point you are shown a 'Review changes'-page showing the new classification(s) that has been added to the entities. The classification on the 'Review changes'-page is always shown as the full path.

Review changes

Having reviewed the changes you can choose to approve the changes you are satisfied with. Only approved records will be commited.

When you have approved the records you want to keep, click the "Commit Import"-button in the bottom-right corner to finalize the import.

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