Import Categories

Import Categories

Import Categories

Go to Admin > Settings > Data > Import New Data > Categories

You can import herb , formula, and product categories into your dispensary, but please remember that if you add the category to an import file, it will automatically add that category.

Download the Sample File by clicking on the button “Download Sample File”

There are 3 types of Categories; Herb Categories, Formula Categories & Product Categories. 


Under Category Type ( Column A) enter the type of category you are uploading. 
Enter “Herbs” for Single herb categories and “Product” for product category and "Formula" for Formula Categories.


Cat1 is the “Parent Category
Cat 2 is the sub category
Cat 3 is the sub sub category
Cat 4 is a sub sub sub category
To upload your category CSV sheet, go to Admin > Settings > Data> Import New Data > Categories
Find the saved CSV file on your computer
Click on Review
If everything is formatted properly, at the end of the reviewed information you can submit it.
To check that it was submitted properly, go to Admin > Lists > Categories
    • Related Articles

    • Import & Export Overview

      Import & Export Overview Go to Admin >Settings > Data Import New Data Importing new data means the data is NOT already in your dispensary. For example, if you are adding a NEW herb, premix formula or product, it will not exist in your dispensary. ...
    • Import New Single Herbs

      Import New Single Herbs Go to Admin > Settings > Data > Import New Data > Herbs Import Herbs Help Video Dispensaries are not pre-loaded with single herbs, because not all dispensaries use the same herbs. You must upload the herbs you want by CSV and ...
    • Import New Premix Formulas

      Import New Premix Formulas Go to Admin > Settings > Data > Import New Data > Premix Formulas Dispensaries are not pre-loaded with premix formulas, because not all dispensaries use the same formulas. You must upload the premixed formulas you want by ...
    • Import New Inventory

      Import New Inventory Go to Admin > Settings > Data > Import > New Data > Inventory Inventory is the stock levels you have of each herb, premix formula or product. It ONLY deals with how much you have of everything and tracks how you consume it. This ...
    • Import New Products

      Import New Products Go to Admin > Settings > Data > Import New Data > Products Import New Products Help Video Download the Blank Product CSV file. You can do that on the above page, or by clicking the Download Link. 1. Fill out the CSV File with your ...