Upload a new classification schema from an existing spreadsheet. You can then manage these classifications from the Manage Classifications screen. If the file contains errors, you can download the file to see the errors.
- Right click on the enterprise and hover over Configure.
- Select Classification to display the Manage Classifications screen.
- Select the import icon to display the Import classification window.
- Select the Download import file template and example file link to download the XLSX file.
- Enter the required details in the XLSX file and save it.
- Drag the file to import or select browser in the Import classification window and upload the XLSX file.
- Edit the names that are auto-populated in the Name and Import file name fields.
- Select OK.
Note:
If you upload the wrong file, select Clear in the Import classification window and upload the correct file.