Import and export category values

Support and implementation consultants can import and export category values. As an administrator, you can too if you have the Manage Category Upload privilege.

Import category values

You can upload an XML file to import and update category values.

1. From the navigation bar, click Administration>Import/Export Category Values.
2. Click the Import Category Values tab.
3. Click Browse to find the xml file containing the category values to import.
4. Double-click the file.
5. On the confirmation pop-up, click Yes.

Export category values

You can export category values to an XML document. Category values retain their hierarchical structure when exported to XML.

When using the Category Upload to import additions or edits to the category values, UpdateCodes and ReplaceAll operations are dependent on the existing category value hierarchy.  

1. From the navigation bar, click Administration>Import/Export Category Values.
2. Click the Export Category Values tab.
3. Do one of the following:
   • Click Replace All to include all active category values in the export.
   • Click Update Codes to include all active and retired category values for all categories in the export.
4. Click Export.

   An XML file is created.