Develop the option to import the category options of a tracking code
There's no option to import the category options of the tracking code, which means that you have to manually add them all. My client has a hundred category options which he wants to rename and we currently have to change each of them individually, which takes a considerable amount of time.
Nicole Joseph
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Samet Ateşen
commented
No import and no bulk rename as far as I know, so for a hundred options the manual route is the one to plan carefully. Go to Settings > Tracking categories, open the category and edit each option name in place. Renaming (rather than deleting and re-adding) keeps the option on past transactions and in reports, and a category holds up to 100 options, so a client already at a hundred cannot add the new names first and tidy up later. Put old and new names side by side in a sheet and tick them off as you go, so a half-finished rename is easy to resume.
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Samet Ateşen
commented
No import and no bulk rename as far as I know, so for a hundred options the manual route is the one to plan carefully. Go to Settings > Tracking categories, open the category and edit each option name in place. Renaming (rather than deleting and re-adding) keeps the option on past transactions and in reports, and a category holds up to 100 options, so a client already at a hundred cannot add the new names first and tidy up later. Put old and new names side by side in a sheet and tick them off as you go, so a half-finished rename is easy to resume.