Rydoo made adding and editing multiple categories easier using an excel file. Here's how:
Step 1. Prepare your import file
There are two ways on how to obtain this:
Download the export file
Create from blank excel sheet
Step 2: Add/Edit details
From Export file, you can delete the default categories and replace with your new set of categories when necessary. Columns that are not applicable to your company can be removed except for the following:
- Branch Name
- Branch Id (Only if you have branch id added in Branch page)
- Status (0 = when setting a category to Inactive; 1 = when settings a category to active or adding a new one)
Proceed in opening a new blank excel sheet with all the required columns/headers.
When creating an import file from scratch, it is important that you follow the exact same columns as shown above.
Full list of possible header/columns can be found here.
Step 3: Import
Once done exporting categories, you may use the same exact file to update existing category details.
Import categories page appears
You can drag and drop your saved file on this page. You can also click browse to manually select the file.
Please note that once imported, additional categories are added right away.