Magento 2 Administration Extensions

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User Guide

1. Overview

Magento 2 Import Export Categories extension allows administrators to import a lot of categories at once via a CSV file. Admin just need to prepare a CSV file with all necessary information about categories such as categories id, store id, patent id, name, description, category products, and so on. Then they make Import settings like the default function, validate the CSV file and start import categories to websites. Besides, this extension also helps to export available categories by store ID and category id or even export all categories at once.

More Magento 2 Import Export extension from BSSCommerce are useful for your work:

2. How Does It Work?

2.1. Import Categories

You go to System ⇒ Data Transfer ⇒ Import Categories.

2.1.1. In Import Settings

You select Category in the drop-down list of Entity Type.

IMPORT SETTINGS

2.1.2. In Import Behavior

  • Import Behavior: There are 3 options for you to select.

+ Add/Update: This option allows administrators to add new categories of the website. In addition, it also updates categories if these categories already exist in the database and have the same category _id as data in the CSV file.

+ Replace: The module will delete old categories and then add new ones.

+ Delete: This option allows the system to load categories based on category_id in the CSV file, then delete these categories which are available in the database.

Next, you select one option from the drop-down list to determine how the system operates when there are errors in the import process.

+ Stop on Error: the system stops importing when there are errors.

+ Skip error entries: the system skips errors and continues to import.

  • Allowed Errors Count: This setting allows you to choose the allowed maximum number of errors when importing. If the number of errors happening in the import process exceeds the maximum number you fill in this field, the system will stop importing.

2.1.3. CSV File Preparation

Before you import categories via a CSV file, you need to prepare the CSV file with enough necessary information. You can download this CSV sample file by clicking Download Sample File. Then you open this file and fill in fields:

CSV FILE PREPARATION

  • category_id: Complete category id which is saved in the database.

+ Value of category_id to enter is a Natural number.

+ If you leave it blank, a new category is added.

+ If you enter a value that exists, the module will update data to the category with corresponding ID.

  • store_id: Store Id which is available in the store.

+ Value of store_id to enter is a Natural number

+ If you leave it blank, store_id will get the value of 0 (store _id=0). You don’t need to fill store_id when adding a new category.

  • parent_id: is an ID of the existing category in the database

+ Value of parent_id to enter is a Natural number.

+ If you enter the ID which does not exist, the module will notify as an error in the Check data process.

* Note: If you are using 1.0.1 version:

In case you have to import a new parent category and new children category in the same CSV, take some notices as below:

+ In parent category: enter new category_id.

+ In children category: enter parent_id which is the same as new category_id of the parent category.

As a result, children categories will be imported to the right parent category.

In addition, after importing, IDs of parent category and children category can be different from new category_id which is entered in the CSV file.

  • path: This is the path from the root category to the current category.

+ path is a string of characters.

+ When importing, you don’t need to enter data for this column.

  • name: Name of the category.

+ If you leave it blank, the module will notify as an error in the Check data process.

  • description: Detailed description about the category.
  • custom_design: Enter ID of the theme used in the category

+ Value of custom_design to enter is a Natural number.

  • category_products: Enter SKUs of products assigned to the category. For group products, bundle products, and configurable products, you need to enter SKUs of parent products.

+ If SKU is wrongly entered, the module will skip this SKU and continue to import other SKUs.

+ If SKU has existed in the category, the module will skip this SKU.

+ If the SKU has not yet existed, the module will add it as a new one.

+ category_products has a format as SKU1|SKU2|SKU3.

*Note: You just can add new SKUs to the category in this column, but cannot remove existed SKUs from the category.

  • attribute_set_id: ID of attribute set.

+ Value of attribute_set_id to enter is a Natural number.

+ If you leave it blank, the module will take ID of the default attribute set.

  • position: Postion of the category in the parent category.

+ Value of position to enter is a Natural number.

  • url_key: URL key of the category.

+ If you leave it blank, a new URL key for this category is created based on its name.

  • url_path: URL path of the category.
  • image_name: Name of image file of the category. Category image should be uploaded to pub/media/catalog/category folder of Magento folder.
  • is_active: Enable the category.

+ You enter 0 or 1 for this column. If you enter 1, it means the category status is enabled.

  • include_in_menu:

+ You enter 0 or 1 for this column. If you enter 1, the category will be displayed in the menu.

  • display_mode: display mode of the category.

+ You can choose one of these values to enter: PRODUCTS, PAGE, and PRODUCTS_AND_PAGE.

  • page_layout: choose layout for the category.

+ Values of layout include: 1column, 2columns-left, 2columns-right, 3columns và empty.

  • custom_design_from: Time when custom design begins.

+ Standard format is: yyyy-mm-dd or yyyy/mm/dd

  • custom_design_to: Time when custom design ends.

+ Standard format is: yyyy-mm-dd or yyyy/mm/dd

  • default_sort_by: Select how to sort products of the category on the frontend. For example: sort by name, position, and price.
  • available_sort_by: Sorting type can be allowed to use in the category. They can be name, position or name or you can combine all of them.

+ Standard format is: sort1|sort2|sort3

  • is_anchor: You can enter 0 or 1 in this column.
  • custom_use_parent_settings: Select whether applying parent category’s settings or not.
  • layered_navigation_price_step:

+ value of layered_navigation_price_step is a decimal number.

  • custom_apply_to_products: You can enter 0 or 1 in this column.
  • If you want to use exported categories to import into another website with Delete import behavior, you need to remove rows of system root category (ID=1) and store root category in the CSV file because default Magento doesn’t allow you to delete root category.
  • If you want to import the whole category tree, you need to arrange parent category and children categories to the right order in the CSV file. The first is the parent category, and the next are children categories.

2.1.4. In File to Import

After you have finished the CSV file, tab Choose File button to select the file to import.

2.1.5. Check Data and Import

After you select the CSV file, you need to click Check Data button to validate data before importing.

  • If your CSV file is free from errors, there is a message to notify validation results and Import button now appears to click.

CHECK DATA AND IMPORT

You click Import button to start importing categories in the CSV file into Magento 2 website. There is also a notification about results of the import process.

  • If your CSV file includes errors, the Import button cannot be displayed for you to click and there is a notification about these problems.

2.2. Export Categories

You go to System ⇒ Data Transfer ⇒ Export Categories.

You select Category in the drop-down list of Entity Type.

You choose CSV in the Export File Format field.

Export Categories

In Export Related SKUs: You choose Yes to export SKUs of products in the categories; otherwise, you choose No.

In Export By: You can select exporting all categories or export them by Store ID or Category ID.

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