Creating Users Through File Import: Associate Categories

When creating Category Managers through file import, you can associate the Category Manager with one or more categories.

1. Navigate to Admin > CRMS Users.
2. Select Add > Users via file import.

   The Import Users page is displayed.

3. Click View Sample File.
   This opens a CRMSUsersSample.csv file. Use this file as a template for your user import files.
4. In the CRMSUsersSample.csv file template, the fifth column defines the user type. Enter CategoryManager in this column.
5. In the CRMSUsersSample.csv file template, the eighth column defines the categories associated with the Category Manager. Enter the CategoryName in this column.
   Note: Use the pipe character (|) between category names when associating more than one category to a Category Manager.
6. Save your updated CRMSUsersSample.csv file.
7. Return to the Import Users page, and click Browse to find the file from step 6.
8. Click Upload (there is an “upload successful” or “upload failed” message).
9. In the list of CRMS Users, find one of the category managers you imported and click Edit.
   The categories you associated with the category manager in the eighth column of the imported file are displayed.