Importing the Category Map

The Category Map with your product hierarchy is usually already imported into OpenLink at the beginning of implementation.

About this task

The Category Map with your product hierarchy is usually already imported into OpenLink at the beginning of implementation. If not, you must first import your category information in an Excel spreadsheet to populate the Category Mappings page.

Note: If you are using the improved product hierarchy data schemas, you can use the Product Hierarchy Mapping page instead. For more information, see Product Hierarchy Mappings.

To import a Category Map:

Procedure

  1. Choose OpenLink > Category Mappings to open the Category Mappings page.
  2. Right-click on any row in the report and select Export Table to export the report columns into an Excel spreadsheet. The Export dialog box displays.
  3. Click Export. Click the refresh button in the upper right corner of the Export Status dialog box until the file has finished exporting.
  4. When the status for your file has changed to Finished, click the file name in the Export Status dialog box to open the spreadsheet file.
  5. Complete the fields in the spreadsheet, as described in the following table. The columns must be in the correct order, or the import will fail.
    In this column... Add this information...

    Column A

    Level 1 hierarchy (typically a category name)

    Column B

    Level 2 hierarchy (typically a classification)

    Column C

    Level 3 hierarchy (typically a sub-classification name)

    Column D

    Category name. Optimization category that you want to see in the Promotion, Price, or Markdown service.

    Column E

    Update existing products already in the database with the map.

    • 1 - Yes
    • 0 or blank - No
  6. Save your Excel file to a convenient location.
  7. Close the Export Status dialog box, if it is still open.
  8. In the Category Mappings page, click Import Mapping. The Import Product Hierarchy to Category Mapping dialog box displays.
  9. Click Browse to locate your mapping Excel file, and click Submit. The Category Mappings page will contain the information from your file (you may need to refresh the page first). The Product Update Status column will display the Waiting to update existing products status for those existing products that you indicated that you wanted updated with the new map.
    Note: If the mapping file contains errors, the Import Product Hierarchy to Category Mapping dialog box will list each error and the row number. You must correct these errors in the mapping file and re-import.