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Import Categories

Go to Admin > Settings > Data > Import New Data > Categories

You can import herb and product categories into your dispensary, but please remember that if you add the category to an import file, it will automatically add that category.

Download the Sample File by clicking on the button “Download Sample File”

There are two types of Categies; Herb Categories & Product Categories.  We recently added Formula Categories, but it probably won’t work with this upload.   If you modify your premix formulas, add categories and re-upload it, those categories will be added.

Under Category Type ( Column A) enter the type of category you are uploading. You could choose to create 2 seperate files for each category type, but you can also put them all into one CSV Sheet.

Enter “Herbs” for Single herb categories and “Product” for product category.

You can see an example in the screenshot :

Cat1 is the “Parent Category
Cat 2 is the sub category
Cat 3 is the sub sub category
Cat 4 is a sub sub sub category

To upload your category CSV sheet, go to Admin > Settings > Data> Import New Data > Categories

Find the saved CSV file on your computer

Click on Review

If everything is formatted properly, at the end of the reviewed information you can submit it.

To check that it was submitted properly, go to Admin > Lists > Categories