Product Categories Import

Product Categories can be imported into 4me using UTF-8 or UTF-16LE encoded comma-separated values (CSV) or tab-separated values (TSV) files.

Detailed information about the data that can be specified in the columns of a Product Categories import file can be found in Product Categories API - Fields.

CSV Example

ID,Source,Source ID,Disabled,Name,Group,Reference,Rule Set
,,,0,Desktop PC or Workstation,Computer,computer/desktop_pc_or_workstation,physical_asset
,,,0,Website,"",website,logical_asset_with_financial_data

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Updating Existing Product Categories

Apart from specifying the ID or the Source and Source ID columns to find an existing record, 4me is also able to match existing records using the Reference value.

This means that when an ID, Source and Source ID are not provided in the import file, and the given Reference value matches one of the Product Categories in the current Account, all the fields of that product category will be overwritten with the values provided in this import file. If the Source and Source ID columns are present in the import file, these fields will be cleared in the product category that matches the given Reference value.