Export the products/categories
Step 1
Go to ‘System’ in the left-hand side menu
Step 2
Select ‘Export’
Step 3
Set Entity Type to ‘Products’
Step 4
Enter the category IDs to narrow down the export to those products
Step 5
Scroll down and press ‘Continue’
Note: If you are updating the categories across multiple products, you might need to export one file of the entire product base and delete the rows of products that do not apply.
Step 6
When your export appears, select the dropdown and press ‘Download’
Note: It might take some time for your export to appear. Refresh the screen until it appears.
Important: It’s very important that you open up the CSV in Excel properly so it does not lose data quality
Step 7
Open a new blank Excel spreadsheet
Step 8
Go into the ‘Data’ tab
Step 9
Select ‘Get Data’
Step 10
Select ‘Text/CSV’
Step 11
Upload the CSV export from Magento
Step 12
Press ‘Next’
Step 13
Make sure you select the options as indicated in the screenshot below
Step 14
Press ‘Load’
Step 15
Select all of the cells (⌘A
) or (Ctrl + A
)
Step 16
Go to the ‘Home’ tab
Step 17
Change the dropdown from ‘General’ to ‘Text’
Step 18
Delete the columns you do not need leaving SKU and categories
Assign a new category to a product
Step 19
Replace or add to the categories listed for each product
Important: The category field will only accept the category path NOT the category ID
The category path can be determined by expanding the structure on the category page e.g.
Default/Shop Now/Gifts/Palm Beach
Multiple categories can be listed by adding a comma e.g.
Default/Shop Now/Gifts/Palm Beach,Default/Shop Now/Gifts/Candles
Replace an existing category assigned to a product
Step 20
Under the 'Home' tab, select 'Find & Select' and press 'Replace'
Step 21
Enter the category path that you want to be overridden
Step 22
Enter the category path that you want to add
Step 23
Press 'Replace All'
Step 24
Press 'Ok'
Step 25
Close the modal
Import the new data into Magento
Step 26
Select the data (⌘A
) or (Ctrl + A
)
Step 27
Go to the ‘Table’ tab
Step 28
Select ‘Convert to Range’
Step 29
Press ‘OK’ on the alert popup
Step 30
Delete the first row
Step 31
Save the file as a .csv
Note: If you exported multiple files, you can combine them into one CSV with the correct headers to make importing back into Magento easier
Step 32
In Magento, go to ‘System’ in the left-hand side menu
Step 33
Select ‘Import’
Step 34
Set the Entity Type to ‘Products’
Step 35
Set the Import Behavior to ‘Add/Update’
Step 36
Upload the CSV file
Step 37
Once the file has been uploaded, press the ‘Check Data’ button in the top right-hand corner
Step 38
If no error message appears, your data has been checked and is ready for import
Step 39
Press the import button at the bottom of the page to import your file and update the special price fields
Delete any redundant categories
Step 40
Navigate to the category page via the left-hand side menu
Step 41
Select the category you wish to delete
Note: Make sure you have the correct category selected by checking the title of the page (e.g. category 351 in the image below)
Step 42
Press 'Delete'
Step 43
Press 'Ok'