Assign products to categories

  • Updated

You can import product-to-category assignments from the Imports page. The categories must already exist in the Optimizely Product Information Management (PIM). If you do not use dynamic categories, this is the recommended way to bulk assign products to categories.

If the PIM is integrated with Customized Commerce, an additional column in the template indicates the Primary Category. Additionally, Customized Commerce requires that products have at least one category assignment to be considered 100% complete and approved for publishing.

  1. Click Imports. The Imports list page displays. 
  2. Select Import Template > Download Import Templates.
    download-import-templates-menu.png
  3. Select Download for the Assign Categories to Products template if you have not already formatted your import file.
    download-import-categories-template.png
    The file must contain the following columns: 
    categories-template.png
    • Category Tree – The category tree that the categories belong to. The tree must already exist and is not created during import.
    • Category 1 – The top-level category. The category must already exist and is not created during import. You can create additional category columns as needed for other levels. Other category levels are optional.
    • Product Number – The product number for the category. List the product number multiple times if multiple categories are assigned to a single product.
    • Unassign – Optional. To unassign the product from the category, enter yes. If any other value is entered, it is treated as no. See Unassign assets, categories, and related products.
  4. Drag and drop the file onto the Imports page. You can also click Browse or Import, locate your file, and click Open. The page automatically detects the Import Type and asks you in the Notes column to verify the import type selected. 
  5. Click Import. If you receive any validation errors, resolve them before importing again. You can download the provided file to view error messages specific to each row.
  6. View your import progress on the Imports list page. A log of the import also displays on the page when it is complete.