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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.

The Import Categories dialog in the Fuze Store app showing a CSV file upload area and a Download Template button
Import → upload a file

Step-by-Step Guide

  1. Open the app drawer.
  2. Go to Configurations.
  3. Under Data Management, tap Import.
  4. Choose the matching data type on the type grid.
  5. Optionally tap Download template for a CSV starter (your live export).
  6. Upload a CSV, XLS, or XLSX file, review the preview, then confirm Import.

Field Reference

Here are the columns in the Categories import file:

FieldDescriptionRequiredPossible ValuesExample
idUUID identifier for the category. Leave empty to create a new category.123e4567-e89b-12d3-a456-426614174000
parent_idUUID or code of the parent category. The parent must already exist. Leave empty if none.massage-therapy
codeShort 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
nameName of the category.YesMassage Therapy
colorHex color that represents the category. Three or six hex digits, with a leading #.#FF5733
descriptionA short note about the category.Relaxing massages for stress relief
is_activeWhether the category is active. Defaults to YES if empty.YES, NOYES
is_include_in_menuWhether the category appears on the POS Register screen. Defaults to YES if empty.YES, NOYES
show_onlineWhether the category is listed on your online store. On a new category, a blank follows is_include_in_menu. On an existing category, a blank keeps the current value, unless is_include_in_menu changes, in which case it follows the new value.YES, NOYES

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_id column 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.

Edge cases

  • All or nothing. Every row is checked before anything is saved. One bad row stops the whole import and nothing is saved. The app lists each problem as Row 2: … and names the column.
  • How a row is matched. A row matches an existing record by its id first, then by its code. A row that matches is updated, and every other row is added. A row with none of these is always added, so running a hand-made file twice makes duplicates. Export first and edit that file to update safely.
  • Spreadsheet formats. You can upload .csv, .xls, or .xlsx. The file is read by what it really is, so a damaged or unreadable spreadsheet is refused as a bad format. A CSV with a single column has no separators and is refused as not being a spreadsheet, so add a second column or save it as .xlsx.
  • Headers matter, not order. Extra columns are ignored. YES/NO and other fixed values accept any letter case, and blank cells fall back to the default for that column.
  • Starter and up. Import is not on the free Basic plan. It needs Store Settings · Import, and Download template also needs Store Settings · Export.
  • Import parents first. A row cannot reference a parent created in the same file. parent_id matches categories that already exist, so import parents, then their children in a second file.
  • Online store. On a new category a blank show_online follows is_include_in_menu. On an existing one a blank keeps the current value, unless is_include_in_menu changes.

Works with

Add-on or planWhat changes
Basic planImport and export are locked.
Starter and upImport is available.
Online storeshow_online controls whether items only in this category show online.
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