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How to Import a Product Group Tree in Prospeum

Prospeum Support Team
Updated

This article walks you through the steps to import a hierarchical product group structure into Prospeum using a predefined Excel or CSV file.

Prerequisites

  • You must have administrator permissions in Prospeum.
  • You need the product group import template provided by Prospeum.

Step-by-Step Instructions

  1. Prepare the Import File.
    Open the template file and fill in the columns according to your requirements. The following columns are critical for a successful import:

    • structure: This is the most important column. It defines the hierarchy of your product groups. The nomenclature must follow a strict logic:
      • The top level is numbered with consecutive numbers (e.g., 1, 2, 3).
      • Each child level is created by appending an underscore and a new consecutive number (e.g., 1_1, 1_2 are under 1; 1_1_1 is under 1_1).
      • Important: You must not skip any numbers within a level, or the import will fail.
    • mapping_value: A required, unique identifier for the product group. This can be the same as the name and is often used for mapping spend data.
    • name: The name of the product group (required field).
    • Optional Fields: You can add additional information such as description, referral_id, external_source_name, as well as translations for names and descriptions in specific languages (e.g., name_en, description_en).

  2. Navigate to Administration Settings.
    Click the gear icon in the top-right corner of the navigation bar to open the Administration panel.

  3. Open the Import/Export Section.
    In the left-hand navigation menu, select the Import and Export menu item.

  4. Start the Product Group Import.
    Locate the tile titled Category Tree and click the Start import button.

  5. Upload Your File.
    A dialog box will appear. Click inside the Drop your files here (or click here) area to select your prepared Excel or CSV file and begin the upload.

     

Tips & Troubleshooting

  • Structure Nomenclature: The most common import error is an incorrectly formatted structure column. Double-check that the numbering is consecutive at every level and has no gaps (e.g., 1, 3 at the top level is not allowed; it must be 1, 2).
  • Required Fields: Ensure that the structure, mapping_value, and name columns are filled in for every row in your file.
  • File Type: Save your file as CSV (UTF-8) or in XLSX format to avoid compatibility issues.