This article explains how to bulk import categories into your dispensary using a CSV file. Categories can be used to organize single herbs, formulas, and products.
Important:
Any category included in an import file will be automatically created in your dispensary if it does not already exist.
Navigate to:
Admin > Settings > Data > Import New Data > Categories
Click Download Sample File
Open the CSV file on your computer
Enter your category data
Save the file
Upload the file to import categories
There are three category types supported:
Herb Categories
Formula Categories
Product Categories
In Column A (Category Type), enter the type of category you are importing.
Accepted values (must be written exactly):
Herbs — for single herb categories
Formula — for formula categories
Product — for product categories
Categories can be nested using up to four levels.
Cat1 — Parent category
Cat2 — Sub-category
Cat3 — Sub-sub-category
Cat4 — Sub-sub-sub-category
You may use as many or as few levels as needed.
Example:
Cat1: Digestive Health
Cat2: Liver
Cat3: Qi Stagnation
Go to Admin > Settings > Data > Import New Data > Categories
Select your saved CSV file
Click Review
If the data is formatted correctly, submit the import
After submission, you can confirm the categories were imported successfully by going to:
Admin > Lists > Categories
Use clear, consistent naming conventions
Avoid duplicate category names when possible
Plan your category hierarchy before importing
Remember that categories in import files are created automatically
If your category import does not work as expected, contact support and include:
The CSV file you uploaded
Any error messages shown during review
We’re happy to help.