Product Documentation
Product Documentation
You can control the order of Filter Categories on your commerce site by updating the filter category position field in the operations portal. In this documentation we will go over how to mass update this field by importing, which is helpful if you would like to update many filter category positions at one time.
Start by navigating to "PIM".
Then, click "Filter Categories". In order to access and edit filter categories, you will need to be assigned the role of "administrator" or "superuser". Or have the roles of: “facetGroupView” and “facetGroupEdit” along with "importEdit and "importView". These last two roles are needed for importing.
Click on the "Show/Hide" icon to choose the columns you would like to add to your grid.
In order to update the position of filter categories by import, you will want to add the code and position columns to your screen. You can also include other columns that you would like to export and update by importing. In this instance, we are also going to choose the "Name" column. If you would like to remove any columns from this screen before exporting, unselect any columns to remove.
Click "File"
Select the export option. This export will have the needed header row and data that will be used for importing back into the system when using the "Filter Category" screen.
You can choose to name your export by clicking into the field and typing to update the name.
Click "Save" to save the file to your computer. If you are exporting a large amount of data, it may take a small amount of time to complete the export. The file will download and save to your computer.
You can see in this sample export that we have the header row that is needed to import data, and also the exported data from the filter category screen.
The "code" column contains the filter category code. When importing filter category data, the code is required as it is the identifying factor for matching information.
The "name" column contains the name of the filter category - while not required for importing, it can be a helpful reference when updating data. You can also make any needed updates to the names, and update with this import if you would like. If you do not wish to update the "name" data, then just remove the column before importing - or you can add an extra character to the name header, and the column will not update with the import.
The "position" column contains the numerical values of the filter category order. If you would like a filter category to appear at the top, the position value would be the lowest number - which is "0". If you have a filter category that you would like to see at the bottom, you will use the highest number.
Once you have entered the data that you would like to update, save your spreadsheet as .CSV file which is spreadsheet compatible and your file is ready to import. Be sure the spreadsheet you are using only contains the data that you would like to update by import. If you remove data from a cell, the data imported into the system will be blank for that field on that filter category.
To import the data, click "File".
Click "Import".
Choose your preferred import option. "Create & Update" will create any new filter categories codes included in the spreadsheet and also update existing and new filter category codes with the data in your spreadsheet. "Update Only" will only update existing filter category codes with the data in your import. "Create Only" will only create new filter category codes and update the new filter category codes with the data in your spreadsheet. Since we only want to update filter category data at this time, we want to select the "Update Only" option.
Once you click "Update Only", you will be prompted to choose and upload a file from your computer. Choose the .CSV file you would like to import. Please be sure that you select the correct file, as there are no rollbacks for imports. An import message will appear letting you know that the import file is in process and to check back in a few minutes for the imported data. If you are importing large amounts of data, it may take a short amount of time to complete. The import will continue to run in the background.
Once the import is complete, you will receive an email with the report of your import.
If you reload the commerce site after the import is complete, you can verify that the position of your filter categories have updated to the new position. The position of your filter categories can be updated at any time.
