Just like describing your product fields, this process only needs to be completed once, to ensure that all your items go to the right place, first time, with maximum ease.
To start, login to your ChannelUnity account, from there click on: Setup > Describe Categories, which should bring you to a screen that looks like this:
Expand the category tree list by clicking on the small right pointing triangle to the left of "My Online Store".
If you're connected to Magento, you'll see all your store views on this list, all other cart's will just have a root menu.
|Magento View||Other View|
You will need to click on the small right pointing triangle again, to continue opening up the category tree list. It should then look similar to the below.
Click into the first category you wish to map, by clicking on the icon, in this example, we are going to map "Living Room", under the "Furniture" category. Your screen should then look similar to this:
You will then need to click on "Enter a search term" to start searching through ChannelUnity's available categories. In this example, the search query "Living Room" was entered in the search box, to start to filter the appropriate categories to choose from.
You may find it very useful to use the wildcard of % to help refine your search.
Example clothes%shoes%shoes will filter out things like:
Clothes, Shoes & Accessories > Men's Shoes > Casual Shoes >
You then need to select the most appropriate ChannelUnity category that matches the category from your store and then click "Save as Primary Choice".
Your screen should then look similar to this:
If you feel as though your item fits into an additional category, you can repeat the process above, and select "Save as Secondary Choice".
You will then need to repeat this process for all the other categories you wish to map. You should try to make a 'Primary' selection for as many categories as possible - it is safe to skip generic categories such as price based or brand-specific categories. In this example, it is not appropriate to map "Furniture" for instance. Categories marked with a have not been mapped to a ChannelUnity category yet, categories marked with an orange tick () means the category has successfully mapped to at least one ChannelUnity category and this symbol, represents a Root category.
And that's it! You've successfully described your categories in ChannelUnity.