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How do I import classification sets?

It’s simple to build your own classification set using the online editor, but if you already have an extensive list of items, importing it into Fulcrum is easy as a CSV file.

Preparing a CSV for Import

You can structure your list inside of a spreadsheet to load in and automatically create a classification set. You will need to format the values in a CSV file. The classification set can nest items beneath one another, building a subsectioned picklist (a powerful feature for large standardized sets of options). You will need to have a separate column for each level of the classification set, indenting for each “sub-level”. In this example, it shows a list of species, with each sub-level indented by one cell:

Classification set formatting for import

Once you have your file formatted correctly, save it as a CSV file format. Go to Setup → Classification Sets, then select Import Classification Set to upload your file.

Using Custom Data Names

You can also set custom data names in your file as you’re prepping for import. To set the data name value for a classification set pick list item, add the custom data name in the cell to the right of each item. Using the same previous example, we’d use this format so the user sees the animal’s common name, but have Fulcrum store the scientific name:

Classification set with data names

Download a sample file to view the required formatting:

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