Exporting and Importing Taxonomies

When your taxonomy is complete, you can save it using the save button in the menu bar or from the action menu. You can also use the action menu to export the taxonomy.

Note: if you edit a taxonomy and attempt to export without saving, you will be given the option of exporting the unedited taxonomy or saving the changes and exporting the updated taxonomy.

Exported taxonomies are saved as XLS files.

You can also build or edit your taxonomy as an XLS file and import the file at the main menu (after selecting a project) or using the action menu.

Caution: ensure that your XLS file column headings are correctly matched to the structure (and order) of the taxonomy builder to avoid errors during import. If in doubt, contact support.