Categories & Assignments

Whether you already have your products assigned to categories, or you are starting anew, categories allow your customers to easily find a set of closely related products. Your Category "Tree" will automatically appear in your Customer Portal's Header Navigation, so put some time and thought into how you want your categories setup/organized.

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You must create your categories before you can assign products using a spreadsheet

Step 1: Creating Your Categories

Option 1: Creating Your Categories in the Web Admin

You can use our drag & drop interface in the Web Admin to create your category tree. For a small number of categories (less than 50) this is our recommended method.

  • Step 1: In your Web Admin, Navigate To Products > Categories
  • Step 2: Click "Add Category" and give it a name
  • Step 3: Repeat Step2 then organize your Categories into a hierarchy/folder structure that will make the most sense for your customers and sales reps while browsing products on the Customer Portal and Sales Rep mobile app.

Learn more about creating categories here

Option 2: Importing Your Categories via CSV

You may use a CSV spreadsheet for category creation in Zoey. Use the links to below to View, or Make A Copy of our template to save in your Google Drive.

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TIP: Export First

It will be much easier to work with this data if you first Export your Categories. See https://support.zoey.com/docs/export-categories for more information

How To Use This Template

You will be given the option to View or Save a Copy of the template. We recommend saving a copy.
The Template will have 2 Tabs:

  • Guide - This tab will provide requirements and tips for each column in the template.
  • Blank Template - This tab will only contain the column headers for you to copy/paste your data into.

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You are going to want to import your categories in multiple steps.

  • Import your Top Level Categories - this will allow you to export a list of the top-level category IDs
  • 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.
  • Repeat step 2 if you have 3 or more sub-levels of categories (like Mens > Shirts > Polos)
This is what our template guide looks like.This is what our template guide looks like.

This is what our template guide looks like.

How To Use This Template

You will be given the option to View or Save a Copy of the template. We recommend saving a copy.
The Template will have 2 Tabs:

  • Guide - This tab will provide requirements and tips for each column in the template.
  • Blank Template - This tab will only contain the column headers for you to copy/paste your data into.

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Click Here to Save A Copy Of This Template to your Google Drive

Step 2: Assigning Products to Categories

You may be assigning your products to categories during the product import step, but if you have already imported them, you can assign products to categories using the below options:

Option 1: Manually in the Admin

  • Products > Categories > Manage Products - Navigate to Products > Categories, select a category and click "Manage Products" then you can use the blue link to Add/Remove/Manage products in that category. Learn More Here
  • Products > Products List > Bulk Actions - From your Product List, you can search/filter/multi-select products then use Bulk Actions > Assign to Category
  • Products > Products List > View Product > Categories - on the Product Edit screen there is a "Categories" section. You can use this to assign the product to different categories.

Option 2: Via CSV

Using Category Names/Paths
Learn how to assign products to categories using the category names/paths

Using Category IDs
Learn how to assign Products to Categories using Category IDs in a CSV

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Helpful Tips

  • Only assign Visible products to categories.
  • Avoid assigning disabled products to categories.
  • Only assign products to the "Lowest" level of a category hierarchy. You do not need to assign it to each step. (Example, Mens > Apparel > Shirts > T-Shirts - only assign the product to the "T-Shirts" category as the parent categories will inherit products from the child categories.