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Importing items to a category

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. 

  1. On the Categories form, click Import Items. The Import Items from a .csv file form appears.
  2. On the menu bar, click Import. The CSV Upload form appears.
  3. Click Browse to choose the file you want to upload.
  4. 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.


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