Exporting, importing, and other tasks

You export, import, delete, and restore categories.

About this task

On the Custom Rules and Categories preference page, you can also export and import categories, delete a category, and restore the list of categories to the system default.

Procedure

  • To export all the current custom categories and their rules to a file, click Export and specify a file folder and a file name.
    Export saves a copy of all the currently displayed custom categories and their rules into a single data file. The existing contents of the file, if any, are discarded. Export cannot be used to save individual custom categories or rules.
  • To import a group of previously exported custom categories and their contained rules, click Import and select a file to import from.
    The file must be one that was created by a previous export operation.
    Attention:
    Be careful not to import a category with the same name as a currently displayed category. In such a case, the import operation tries to merge the imported category with the currently displayed category, with unpredictable results. For this reason, you might want to export and delete all the currently displayed categories before you import other categories. You can quickly delete the currently displayed categories by clicking Restore Defaults.
    Import copies all the custom categories from an export file into the Current Custom Categories list. Import cannot be used to import individual categories or rules.
  • To delete a custom category, select the category and click Delete Category.
  • To empty the list of custom categories and the list of custom rules, click Restore Defaults.
  • To save your recent changes, click Apply.