Importing Categories

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Export First

It is much easier to make changes or create sub-categories after exporting your Categories to CSV.

Exporting Categories

Access your Categories in Products > Categories. Then select the Categories, open the Bulk Actions and click Export Categories.


How To Import Categories

Start by exporting your existing categories and use the CSV file as a template.

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When you import new Categories, you must list them using '_1, _2, _3 as the category_id.

Examples of this are included in our Template and Guide.

  1. Export your Top Level Categories - this will give you their category data so that you can make changes or add more categories.

  2. Create an Import CSV file for "Sub-Categories" or child categories. It's the same format, but you will fill in the parent_category_id fields from step 1 into the rows of the categories you are going to create in this step. You can also make any changes to your export to update existing category data.

  3. Import your files and check the changes in Products > Categories.

Repeat step 2 as needed if you have multiple sub-levels of categories (like Mens > Shirts > Polos).

Category Import Template and Guide

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Or click here to download the file as .xlsx

Required Columns

category_idcategory_nameparent_category_idis_active
117Room21
_2Kitchen and Bath1171
_3Office1171
_4Yard117

All Columns (Optional and Required)

category_idcategory_nameparent_category_idis_activedescriptionurl_keymeta_titlemeta_descriptiondefault_sort_byinclude_in_navigationinclude_in_navigation_mobilezoey_include_in_filterszoey_children_in_filterszoey_price_in_filtersis_anchorimagethumbnail
_1Category 111Category 1category-1Category 1Category 1111111

Category Access Restriction Import

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You can import your Category Access Restrictions through the columns described at the link below.

Click Here for importing Category Access Restrictions.


Category Import / Export Columns

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Here are the column headers for importing and exporting Categories.

ColumnDescriptionValues Required
category_idWhen you import new categories, you must list them using _1, _2, _3 as the category_id.

If you are modifying categories, this must be filled in with the category ID.
Required for modifying categories; must be blank for creating new categories.
category_nameAvoid HTML or special characters.
Name is also used for SEO meta_title automatically.
Required
parent_category_idLeave blank to make it a top-level category.

If you want a new category to be a child of another category, like >Mens>Shirts, you must put the category_id of the Mens category into the parent_category_id field of the Shirts category. This can be done when creating or modifying the category.

Category IDs can be found by going to Advanced > Import/Export > Categories and exporting your categories.
Required for creating and modifying; otherwise, it will move the category.
is_active1 = yes, 0 = noRequired
descriptionThis is the Category Description that can be added to your Category Template using the drag-and-drop design editor.Required as a column header even if no row data is put in.
meta_keywordsWhat search engines will read as the keywords to use.
meta_titleWhat search engines will read as the title to use for this category.
meta_descriptionFor SEO purposes. Limit to 255 characters.
design_templateThe value for this column is the label for the category template in Edit My Design, such as Category or Category - New Template.

Note: this is case sensitive.
include_in_navigationInclude this category in the Header Navigation, as long as categories are enabled for the header navigation in your theme.

1 = yes, 0 = no
Required
is_anchor“Is Anchor” means: show products from all child categories.

1 = yes, 0 = no
Required
url_keyThe URL string of the category. For example, mens would be domain.com/mens.
default_sort_byThis is the default sort order of the category products:

position
price_high_to_low
price_low_to_high
newest_to_oldest
name

Or a custom attribute code for any attribute that is used for sorting.
available_sort_byLeave blank for all, or specify comma-separated values, such as name,position.
imageImages must first be uploaded to your File Manager at Advanced > File Manager. Then use the full URL from the file manager for this column.
thumbnailImages must first be uploaded to your File Manager at Advanced > File Manager. Then use the full URL from the file manager for this column.

Category Restriction Columns

The categories on your store can be restricted by Customer Group, Account, Account Location, or by the individual Customer Contact.

ColumnDescriptionExample
zb2b_category_restrictedCategory restrictions enabled.

1 = yes, 0 = no
1
zb2b_restricted_cat_groupsCustomer groups that are allowed to view the category.
Listed by group name, comma separated.
retail,canada
customer_permissionsSpecific customer contacts that are allowed to view the category. Listed by ID, comma separated.84
account_permissionsAccounts that have permission for the category. Listed by ID, comma separated.24
company_location_permissionsAccount locations with permission. Listed by ID, comma separated.943