Importing Family Data

Owned by John Lash (Unlicensed)
Last updated: Aug 11, 2017
2 min read
  1. Open The file you want to import in Excel
  2. Make sure to set up a column called "Family Number"
  3. Create a column(s) for categories



  4. Make sure that the family column is completely full with the correct corresponding item numbers.



  5. Save the file
  6. Log into the Catsy app
  7. Go to "TOOLS → Import Content"



  8. Select if you want to import these items into the master repository (Master database) or into a catalog



  9. Select "Categories, Familes, Items"

  10. Choose which template you want to follow for this import
    (If you do not have any templates contact the Catsy team)



  11. Select the file you want to import (Note Catsy supports tab delimited txt format or xlsx (Excel) formats



  12. Match the header rows in the import file to the correct fields in the Catsy database



  13. Verify if their are any errors in the import, If not click import



  14. Verify items have been imported