Insites Docs Instance LocatorLocator CategoriesImporting and Exporting Locator Categories

Importing and Exporting Locator Categories

Last updated on December 05, 2024.

You can import categories to the locator using comma-separated value (CSV) files. This allows you to upload data from an external system without manually using the forms on your application to upload the data onto the database. You can also export locator data, enabling you to integrate data from your Instance to other systems.

This document discusses the following topics:

  • Importing categories
  • Exporting categories

Importing categories

Follow the steps below to import data into the locator:

  1. Navigate to the Locator from the main menu.
  2. Select Categories.
  3. Select the overflow menu (), then select Import Categories.
  4. Select the CSV Template link to download the import template.
  5. Use the CSV template as a guide for creating an import file that matches the input requirements in Insites.
  6. When your CSV file is ready, follow steps 1 to 3 to return to the 'Import Categories' modal.
  7. Drag and drop your file onto the modal or use the clickable area on the modal to upload your CSV file.
  8. Select IMPORT CATEGORIES.

These are the input requirements and descriptions for importing locator categories into your Instance.

Input LabelTypeRequiredDescription
UUID Universal Unique Identifier (UUID) of the locator category.
Category Name Name of the category.
Status

Status of the category. Options include the following:

  • Enabled
  • Disabled
  • Archived
Slug Unique slug (URL) used by the category.
Short Description Short description of the category
Long Description Long description of the category
Is Sitemap Enabled Include or exclude this category page from the system-generated XML sitemap.
Sitemap Priority The priority of this URL relative to other URLs on the site. Valid values range from 0.0 to 1.0. URLs are sorted in descending order.
Sitemap Order The order of the URL in relation to other URLs that have the same priority value. URLs with the same priority values are sorted in ascending order.
Sitemap Change Frequency

Indicates how often search engine bots crawl the category page to check for updates. Some options include:

  • Always
  • Daily
  • Monthly
  • Never

Crawlers treat the values chosen as a 'hint,' not a 'command.' For example, crawlers may crawl pages marked 'hourly' less frequently than that.
Is Visible To Search Engines Makes the category page visible or hides it from search engines.
Canonical URL A Uniform Resource Locator (URL) used to prevent duplicate content issues in SEO.
Meta Title Meta title for the category page. A good title has between 40 - 60 characters.
Meta Description Meta description for the category page. A good meta description has between 150 - 160 characters.
Open Graph Title Open Graph title of the category page.
Open Graph Description Open Graph description of the category page. This 1 - 2 sentence snippet shows up in the post and can mean the difference between getting clicks or not.
Open Graph URL URL associated with your content.
Open Graph Site Name Name of your site
Open Graph Type Type of content, i.e., website, article, and blog.
Schema Content Schema markup content used by the category.
Note
  • To ADD a category: Leave the 'ID' column empty on the CSV file. A new category is created and assigned a new and unique ID.
  • To UPDATE a category: Provide the ID of an existing product on the CSV file. Providing an ID that does not exist causes an error.

Exporting categories

To export categories:

  1. Navigate to the Locator from the main menu.
  2. Select Categories.
  3. Select the overflow menu (), then select Export Categories.
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