You can import items into a category you have created so that all the imported items are linked to that category.
The item details need to be in a CSV (Comma Separated Values) file. You will be able to find out how to create a CSF file in a PDF document CSV structure for item files. There will be a link to this document at the end of this help topic in a future update.
You'll need to have the file stored on your local computer, ready to upload.
- On the Categories form, click Import Items. The Import Items from a .csv file form appears.
- On the menu bar, click Import. The CSV Upload form appears.
- Click Browse to choose the file you want to upload.
- Click Upload CSV file.
Note that you can also also create categories for items when you use the Bulk Import/Export feature to upload items. The system will create category records if they are included in the file and do not exist in the database.