Operations PIM - Export Categories by External ID

1. Navigate to "PIM" section

   You can import and export product categories in the Kodaris PIM by an external identifier of your choice. By default, when you import categories in the Kodaris PIM, the system uses the Kodaris category code in your spreadsheet to create and update the categories in the Kodaris system from your sheet. However, if you are continuously exporting categories from a different PIM and/or the category codes may change over time, you can choose to import by External ID instead. This allows you to export a unique identifier from your other PIM and import it into the Kodaris external identifier field that will be used on future imports. Navigate to "PIM" section in the Operations Portal.

   

2. Click "Categories"

   Then, click "Categories". In order to access and update "Categories" you will need to be set up either as an administrator or a superuser, or have the roles of: "categoryView" and "categoryEdit".

   

3. Go to "Data" tab

   Go to "Data" tab.

   

4. Click the "Show/Hide Columns" icon

   Click the "Show/Hide Columns" icon.

   

5. Select "External ID"

   Select the "External ID" column. You can also select any other columns you want to include in the export. Unselect any columns you do not want to export.

   

6. "External ID" column is now displayed in the grid

   "External ID" column is now displayed in the grid.

   

7. Click "File"

   Now, click the "File" menu.

   

8. Click "Export"

   Click "Export" option.

   

9. Click "Save"

   You can rename the export file from here if preferred. Otherwise, click "Save". The file will be downloaded to your computer.

   

10. Row Header

    The exported file includes the row header that is also needed if you would need to import categories in the future.