Import categories

With Fairmarkit, you can assign categories to your events. Categories and subcategories are made to match your business practices and can be used to organize and track your analytics in a way that makes sense to your organization.

Category levels

With categories, you can create a category (L1 Category) and then up to three levels of subcategories (L2 Category - L4 Category). The first two level of categories will be visible in Fairmarkit, and the full category list are used to help improve your supplier recommendations.

Example:

L1 Category >

L2 Category >

L3 Category >

L4 Category

Supplies >

Coffee >

Whole bean>

Dark roast

 

Category data

The following table outlines the column headers you will need to create when you import your categories into Fairmarkit. The *required fields are marked.

Template: Make sure you have the latest version of the flat file template (view | download CSV file).

Fairmarkit field  HeaderDescription
 

L1 Category

category_l1

Category as defined in your purchasing application.

Data type: Text

Example: Supplies

 

L1 Category ID

category_id_l1

Category ID

Data type: Text

Example: 1001

 

L2 Category

category_l2

Subcategory.

Data type: Text

Example: Coffee

 

L2 Category ID

category_id_l2

Subcategory ID

Data type: Text

Example: 23

 

L3 Category

category_l3

Subcategory.

Data type: Text

Example: Whole bean

 

L3 Category ID

category_id_l3

Subcategory ID

Data type: Text

Example: 01

 

L4 Category

category_l4

Subcategory.

Data type: Text

Example: Dark roast

 

L4 Category ID

category_id_l4

Subcategory ID

Data type: Text

Example: 03

 

Visible in UI

visible_in_ui

Is the category visible in the Fairmarkit user interface?

Default: True

Data type: Text

Example: True

ClosedAccepted values

  • True
  • False

 

Category Type

category_type

Category type.

Data type: Text

Example: Spend

ClosedAccepted values

  • Spend
  • Supplier