# Classified Category/Metadata Import

The purpose of this document is to explain how users can import classified categories into the system and optionally place them under existing parent categories. Also included is the template fields’ requirements to perform the import.

## Classified Category Import <a href="#bookmark1" id="bookmark1"></a>

User can import any number of classified categories to be used for creating the classified ads. To import navigate to the menu **Setup -> Classified Order Setup -> Classified Category Import**.

Once you enter the data, save the excel template to your desktop and note the path.

Click the “Select” button in the import pop up screen and browse to find the saved excel. Choose the file to upload it into System.

You must click the button “Check Data” before performing the import to correct any errors.

If you have errors, you will receive a message indicating this and when you click OK, you will be given the location and reason for the error.

![](https://715093371-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNm3FVoo0dH9zBbfmHjnm%2Fuploads%2Fgit-blob-9653b0c667fe3f4aa2d5c7c996b34d5ae67054e7%2F1.jpeg?alt=media)

Click close and return to the pop-up import screen on System. Click the “Remove” x button.

Correct the indicated errors in the template. Resave the template to your desktop. Then repeat the process of uploading the file till all errors have been corrected.

Once all the data is correct, click the button “Import File”. You will receive a warning that only valid rows will be imported. Click OK, and then you will receive a success message of the import.

### Classified Category Import Template <a href="#bookmark2" id="bookmark2"></a>

Click the button “Download Template”.

This will open the excel spreadsheet for you to fill out. The fields are as follows:

<table><thead><tr><th width="171">Field Name</th><th width="166">Example</th><th width="266">Description</th><th>Mandatory (Y/N)</th></tr></thead><tbody><tr><td><strong>Category ID</strong></td><td>101</td><td><p>Alphanumeric form of ID</p><p>for the category</p></td><td>Y</td></tr><tr><td><strong>Category Description</strong></td><td>import 101</td><td>Alphanumeric Description you’d like to give the category</td><td>Y</td></tr><tr><td>Alpha Sort Code</td><td>A</td><td>Alphabetic sort where the category would appear on the list.</td><td>N</td></tr><tr><td>Allow Orders</td><td>Y</td><td>Y or N for yes or no to allow or not allow orders to be entered against the category</td><td>N</td></tr><tr><td>Allow Online</td><td>Y</td><td><p>Y or N for yes or no to allow or not allow online orders to be entered against the category by advertisers in self-service</p><p>classified</p></td><td>N</td></tr><tr><td>Allow Affidavits</td><td>Y</td><td>Y = Yes<br>N = No<br>R = Required<br>Use the above codes to allow or not allow affidavits to be attached to the orders for this category<br>Leaving it as null or blank will set it to follow the behavior of the parent.</td><td>N</td></tr><tr><td>Is Inactive</td><td>Y</td><td><p>Y or N for yes or no to mark the category as inactive (Y) or active (N) which would then allow users to enter</p><p>orders against this category.</p></td><td>N</td></tr><tr><td>Parent 1</td><td>SH</td><td><p>Parent category ID for the imported category on top of the hierarchy. Can be</p><p>new to the system.</p></td><td>N</td></tr><tr><td>Parent 2… Parent 12</td><td>100</td><td>2nd through 12th Parent category ID for the imported category from the top of the hierarchy down. Can be new to the system.</td><td>N</td></tr></tbody></table>

### View Imported Category <a href="#bookmark3" id="bookmark3"></a>

Navigate to the menu **Setup -> Classified Setup**. Click the Category Trees.

<figure><img src="https://715093371-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNm3FVoo0dH9zBbfmHjnm%2Fuploads%2Fgit-blob-ff2f71e9b7d26e294bf665eb1a72b1a582f6989d%2F2%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

Choose the category tree from the drop-down and the hierarchy displays.

## Classified Category Metadata <a href="#bookmark4" id="bookmark4"></a>

This is the template which allows you to import the metadata under this category so that user can see these prompts once the metadata import is complete. These values can be viewed in the system under the menu: **Setup -> Classified Order Setup -> Classified Category Tree Setup** then click the category from the drop-down. Click on the name of the category.

![](https://715093371-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNm3FVoo0dH9zBbfmHjnm%2Fuploads%2Fgit-blob-6e11492cde383207e5aebe8eeb2e4c976b796fea%2F3%20\(1\).png?alt=media)

Then click the tab “Category Metadata”. The screen displays the Label/Question, Prompt Type, Validation, Formatting, and Merge Tag.

The values imported as in the template below will be available in this screen once the import is complete successfully.

### Classified Category Metadata Template <a href="#bookmark5" id="bookmark5"></a>

<table><thead><tr><th>Field</th><th width="127">Example</th><th width="287">Description</th><th>Required (Y/N)</th></tr></thead><tbody><tr><td>Category ID</td><td>SH</td><td>Alphanumeric entry of a category; can be new to the system.</td><td>Y</td></tr><tr><td>Label/Question</td><td>Full Name</td><td>Alphanumeric text for the label of the question on the metadata screen for user to answer.</td><td>Y</td></tr><tr><td>Prompt Type</td><td>IMAGE</td><td><ul><li>IMAGE for image</li><li>FILE for file or document</li><li>ATTENTION_GETTER for Attention Getter option</li><li>TEXT for Single Line Text</li><li>MULTILINE_TEXT for Multi-Line text</li><li>DATE for date</li><li>DATE_RANGE for Date Range</li><li>NUMBER for Number</li><li>NUMBER_RANGE for Number Range</li><li>MULTI_SELECT for Dropdown List Selection</li><li>BOOLEAN for True or False prompt</li><li>COLOR for color code</li></ul></td><td>Y</td></tr><tr><td>Merge Tag</td><td>HEADLINE</td><td>TEXT format where user can create any tags he wants based on the Label/ Question field. For example, if the Label/ Question field is called “Ad Headline”, corresponding the Merge tag might be called HEADLINE. Then in the template, the tag will be formatted #HEADLINE#</td><td>Y</td></tr><tr><td>Required</td><td>Y</td><td><p>Y for yes and N for No to mark the</p><p>mandatory field requirement condition.</p></td><td>Y</td></tr><tr><td>Max Size in KB</td><td>100</td><td>This applies to the size of documents and/ or images that can be attached.</td><td>N</td></tr><tr><td>Allowed File Types</td><td>TXT, JPEG</td><td>These are the extensions of the file types allowed to be used such as DOCX or XLXS and so forth all separated by a semi colon.</td><td>N</td></tr><tr><td>Default Attention Getter Folder</td><td>Clients</td><td><p>This is the folder name of the default generic images uploaded in the system that user can</p><p>attach to their orders as attention getters.</p></td><td>N</td></tr><tr><td>Validation Options</td><td>EMAIL</td><td><p>If left blank, then field requires no validation.</p><p>EMAIL for valid email address WEB for valid web address</p><p>PHONE for valid formatted phone number according to the format setup per country.</p></td><td>N</td></tr><tr><td><p>Maximum</p><p>Characters</p></td><td>1000</td><td>This number determines the length of the field</td><td>N</td></tr><tr><td>Date Formatting Options</td><td>D</td><td><p>d for short format as per local date format in the system setup.</p><p>D for long format as per local date setup d MMM yyyy for short international date setup</p></td><td>N</td></tr><tr><td>Number Formatting Options</td><td>N0</td><td><p>N0 = Zero Decimals (that’s N and zero) N2 = Two Decimals</p><p>N = No Formatting</p></td><td>N</td></tr><tr><td>Multi-Select</td><td>Y</td><td>If marked as Y for Yes, then the user can choose multiple values in this field.</td><td>N</td></tr><tr><td>Allow Custom Text</td><td>Y</td><td>If set to Y for Yes, it allows the end user to enter text of their own in the drop-down option</td><td>N</td></tr><tr><td>Drop Down list</td><td>BLUE, RED, YELLOW</td><td>This option marks this field as a drop-down list from which user can select values entered here and separated by commas. no spaces between choices or hard returns in the list</td><td>N</td></tr></tbody></table>
