Using the import template is a quick way to take existing category data and bring it into Optimizely <<product-name>>. The template is pre-populated with data columns which represent the many category fields in <<product-name>>.
Note
The template spreadsheet must have the cells formatted as text to upload properly into <<product-name>>.
The template columns are broken down into the following groups:
Required – These fields are category data point that are necessary within <<product-name>>
Recommended – These fields are recommended but not necessary to create a viable category in <<product-name>>
Optional – These fields are optional based on the configuration of <<product-name>> features
The table below represents the columns in the template:
| Column | Group | Description |
| Website | Required | This reflects the website name field associated with this category hierarchy |
| Category1.Name | Required | This represents the top level of category hierarchy - can be skipped on subsequent records or included |
| Category2.Name | Required | This is the second level of category associated with the CategoryName1 field to the left or above |
| Category3.Name | Required | This is the third level of category associated with the CategoryName1 field to the left or above |
| Category4.Name | Required | Only the lowest level category will be updated so the additional fields to the right would apply to that category |
| Category Title | Required | This is the internal description of the category |
| URL Segment | Required | This will be automatically assigned based on the category name field but can be entered manually - it should conform to proper URL values |
| Small Image Path | Recommended | This field is the image path for the small thumbnail images for the category, typically shown in the search bar |
| Large Image Path | Recommended | This field is the image path for the large image, typically used on the category landing page |
| Image Alt Text | Recommended | This field represents the Alt Text for the small and large images |
| Sort Order | Optional | This will help define the list of categories - if nothing is entered, they will be displayed alphabetically |
| Meta Keywords | Optional | Used for SEO purposes |
| Meta Description | Optional | Used for SEO purposes |
| CurrentDefaultContent | Optional | This is the content for the default language, persona and device for the category landing page |
| AttributeTypes | Optional | This is a comma separated list of all valid attribute types for this category |
| RelatedProduct.CrossSell | Optional | This will allow for a comma-separate list of product numbers that represent the relationship shown - cross sells in this case |
| RelatedProduct.Accessory | Recommended | This will allow for a comma-separate list of product numbers that represent the relationship shown - accessories in this case |