Importing Categories
You can import categories into Fuze Store POS to set up or update your category structure in bulk. This is useful when migrating from another system or reorganizing your store.
Step-by-Step Guide
- Open the app drawer.
- Go to Configurations.
- Under Data Management, tap Import.
- Choose the matching data type on the type grid.
- Optionally tap Download template for a CSV starter (your live export).
- Upload a CSV, XLS, or XLSX file, review the preview, then confirm Import.
Field Reference
Here are the columns in the Categories import file:
| Field | Description | Required | Possible Values | Example |
|---|---|---|---|---|
| id | UUID identifier for the category. Leave empty to create a new category. | 123e4567-e89b-12d3-a456-426614174000 | ||
| parent_id | UUID or code of the parent category. The parent must already exist. Leave empty if none. | massage-therapy | ||
| code | Short code for internal use. Also serves as an identifier. An existing code updates the matching category. Letters, numbers, dashes and underscores only. Saved in lowercase. | massage-therapy | ||
| name | Name of the category. | Yes | Massage Therapy | |
| color | Hex color that represents the category. Three or six hex digits, with a leading #. | #FF5733 | ||
| description | A short note about the category. | Relaxing massages for stress relief | ||
| is_active | Whether the category is active. Defaults to YES if empty. | YES, NO | YES | |
| is_include_in_menu | Whether the category appears on the POS Register screen. Defaults to YES if empty. | YES, NO | YES |
YES/NO values are not case-sensitive, and blank cells fall back to the defaults noted above.
Tips
- A category cannot reference a parent created in the same file. The
parent_idcolumn matches against categories that already exist, so import parents first, then import their children in a second file. - Review your data before importing to avoid errors.
- Download a sample export file first if you are unsure about formatting.
- Use clear, descriptive names for your categories.
- Keep your category structure organized for easier management.