[Mel]

I am having trouble importing some categories.
I’ll start by questioning the documentation.
Is it necessary to enclose Category header in single quotes?
When you say each entry can have multiple categories assigned to it do you mean an entry is not limited to one category but can be entered more than once and into different categories in the same file. (It assumed the fie has more than one category in it)
The Categories must be separated by commas. Does that mean that in the category field each entry must be separated by a comma.
The CVS Fields must b e enclosed by a single or double quotes.
Does That means that in the file to be imported all headers(fields) must be enclosed with sing or double quotes.
Next, do you mean that it when downloading a Category it should be downloaded as a parent and later changed to a child with a parent for lack of a better wording on my part if the category has a parent.

[Steven Zahm]

@ Mel

First, the requirements mentioned in the doc for quote are for the actual CSV file. I suspect you are not manually creating a CSV file, rather I’m guessing you are using Excel or LibreOffice or similar app to create it. Correct? If that is the case, you do not need to worry about the quote because when the app saves the file to a CSV file, it’ll automatically do the quoting.

My answers are going to assume you are using a spreadsheet app to create the CSV file…

re: Is it necessary to enclose Category header in single quotes?

Do not add quotes to any of the headers.

re: When you say each entry can have multiple categories assigned to it do you mean an entry is not limited to one category but can be entered more than once and into different categories in the same file. (It assumed the fie has more than one category in it)

No, you add the entry once, the single entry can be assigned to any number of categories.

re: The Categories must be separated by commas. Does that mean that in the category field each entry must be separated by a comma.

No, each category, like so:

Category One, Category Two, Category Three,

re: The CVS Fields must b e enclosed by a single or double quotes.

This will be handled by the spreadsheet app.

re: Does That means that in the file to be imported all headers(fields) must be enclosed with sing or double quotes.

This will be handled by the spreadsheet app.

re: Next, do you mean that it when downloading a Category it should be downloaded as a parent and later changed to a child with a parent for lack of a better wording on my part if the category has a parent.

I suppose when you say downloading you mean importing, correct? When you import, each category will be imported as a parent. If you need a parent/child relationship between the categories. You will have to create that relationship after you do the import. Editing the category after you import to set its parent category will not affect its relationships to the entries in which it may have been assigned. This is handled exactly like the category relationship for WordPress posts. This functionality was modeled after WordPress so it would be very familiar to everyone of usage and functionality.

Hope that helps!

[Mel]

Thank you very much. Just need one clarification, I might have 50 entry category one, 75 category two, 100 category three etc.all in the same file. For the sake of brevity would the following be correct, BTW I did mean importing:))

Category One,

Category One,

Category One,

Category Two,

Category Two,

Category Three,

Categpru Three, etc, in other words a comma with each entry

in the category field.

[Steven Zahm]

@ Mel

Ok, I do not follow… what do you mean by “I might have 50 entry category one, 75 category two, 100 category three etc.all in the same file.”

[Mel]

I have a number of parent categories. Each parent might have multiple children with each child being a different category as follows,

Parent One (Category One)
Child one (category: child one)
Entry one
Entry two etc
Child two (category:child two)
Multiple Entries
And so on. Each Parent is in a seperate CSV file along with its children In other words if a parent has 5 children all the children with their respective entries are combined in one CSV file.
If each child had 50 entries there would be 250 entries total or combined records in one CSV file. The question is would I place a comma after each entries record Category Field (250 commas).

Hope this clarified the question

Thanks again

[Steven Zahm]

@ Mel

Sincerest apologies! I missed that you posted a followup question.

Sorry, but no, but I am still not clear on what you are trying to do…

Each row in the CSV should be of the entry info. One of those columns can contain the category information. Here’s a very simple example:

First Name, Last Name, Categories
John, Doe, "Category One, Category Two, Category Three"
Jane, Doe, "Category Two"
Josh, Doe, "Category Two, Category Three"
Jill, Doe, "Category One, Category Three"

and so on…

After you import the CSV, then you can go to the Connections : Category admin page and move the categories to the correct parent/child relationship.

Hope that helps!

[Author]

Posts