{"id":20132,"date":"2023-09-20T17:21:25","date_gmt":"2023-09-20T17:21:25","guid":{"rendered":"https:\/\/synder.com\/help\/?p=20132"},"modified":"2026-04-09T14:03:08","modified_gmt":"2026-04-09T14:03:08","slug":"how-to-map-summaries-by-product-categories","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-map-summaries-by-product-categories\/","title":{"rendered":"How To Map Your Summaries by Product Categories"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\"><li class=\"toc-level-1\"><a href=\"#how-to-map-product-categories-for-integrations-bd02cfe0-586a-44da-b4ad-2cec791f3704\">How to map product categories for integrations<\/a><\/li><li class=\"toc-level-2\"><a href=\"#step-1nbsp-ec342af2-186e-4e47-9daa-f690adc41223\">Step 1: Add product categories<\/a><\/li><li class=\"toc-level-2\"><a href=\"#step-2-enable-grouping-by-product-category-d26fbf4f-45ba-4696-9d03-3e00ac076e65\">Step 2: Enable Grouping by Product Category<\/a><\/li><li class=\"toc-level-2\"><a href=\"#step-3-map-product-categories-to-accounts-de2d3833-9639-4e43-ba62-77bf34bc8c2f\">Step 3: Map Product Categories to Accounts<\/a><\/li><li class=\"toc-level-1\"><a href=\"#product-categories-for-shopify-woocommerce-and-square-c95702e3-969d-4900-bab5-82db1ec0264e\">Product categories for Shopify, WooCommerce, and Square<\/a><\/li><li class=\"toc-level-1\"><a href=\"#important-notes-d28f4619-0700-45ec-afb6-7467675be9c7\">Important notes<\/a><\/li><li class=\"toc-level-1\"><a href=\"#faq-e6537fe7-e5d7-4378-905e-a168553f95a0\">FAQ<\/a><\/li><\/ul>\n\n\n\n<p>Grouping by product category allows Synder to post sales to income accounts based on product categories defined in your catalog. This guide explains how to enable grouping by product category and map each category to the appropriate income account.<\/p>\n\n\n\n<p>Use this guide if<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You want sales grouped and posted by <strong>product category<\/strong><\/li>\n\n\n\n<li>You need <strong>more granular reporting<\/strong> for analysis or audits<\/li>\n\n\n\n<li>You want to <strong>update summaries<\/strong> to include product categorization<\/li>\n\n\n\n<li>You\u2019re on the <strong>Essential plan or higher<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Don\u2019t use this guide if<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You need <strong>item\/SKU-level grouping<\/strong>. Refer to <a href=\"https:\/\/synder.com\/help\/how-to-group-daily-summaries-by-products\/\">this guide<\/a> to group the summaries by individual products.<\/li>\n<\/ul>\n\n\n\n<p>After configuration, summaries are grouped by category, and each summary line impacts the income account selected for that category in the Mappings list.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-map-product-categories-for-integrations-bd02cfe0-586a-44da-b4ad-2cec791f3704\"><strong>How to map product categories for integrations<\/strong><\/h2>\n\n\n\n<p>For most integrations, you\u2019ll need to <strong>add categories to the products<\/strong> and then <strong>enable grouping by product category<\/strong>.<br><\/p>\n\n\n\n<p><em>Note: For Shopify, WooCommerce, and Square, categories can be imported automatically. See the dedicated section below.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-1nbsp-ec342af2-186e-4e47-9daa-f690adc41223\"><strong>Step 1:<\/strong> Add product categories<\/h3>\n\n\n\n<p>You can add categories manually or upload them using a CSV file.<\/p>\n\n\n\n<p><strong>Option A &#8211; Add product categories manually<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the \u201c<strong>Products and Services<\/strong>\u201d tab from the left-side menu.<\/li>\n\n\n\n<li>Locate the product.<\/li>\n\n\n\n<li>Click the three-dot menu next to the product.<\/li>\n\n\n\n<li>Click on \u201c<strong>Edit<\/strong>\u201d.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"362\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-1024x362.png\" alt=\"\" class=\"wp-image-25856\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-1024x362.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-300x106.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-768x271.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-1536x542.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-1080x381.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-150x53.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Choose an existing category or create a new one for the product<\/li>\n\n\n\n<li>Click \u201c<strong>Save Changes<\/strong>\u201d.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"523\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18-1024x523.png\" alt=\"\" class=\"wp-image-25855\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18-1024x523.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18-300x153.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18-768x392.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18-1536x784.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18-1080x551.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18-150x77.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-18.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><em>Repeat for additional products as needed.<\/em><\/p>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<p><strong>Option B: Upload Categories via CSV<\/strong><strong><br><\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the \u201c<strong>Products and Services<\/strong>\u201d tab from the left-side menu.<\/li>\n\n\n\n<li>Click on \u201c<strong>Import<\/strong>\u201d.<\/li>\n\n\n\n<li>Choose \u201c<strong>Import CSV<\/strong>\u201d<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"233\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20-1024x233.png\" alt=\"\" class=\"wp-image-25859\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20-1024x233.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20-300x68.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20-768x175.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20-1536x349.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20-1080x246.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20-60x14.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20-150x34.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-20.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Click <strong>Download template<\/strong>.<\/li>\n\n\n\n<li>Update the template with exact product names or SKUs and corresponding categories.<\/li>\n\n\n\n<li>Save the file.<\/li>\n\n\n\n<li>Click on \u201c<strong>Browse<\/strong>\u201d and select your saved file.<\/li>\n\n\n\n<li>Click \u201c<strong>Import<\/strong>\u201d<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"653\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-15-1024x653.png\" alt=\"\" class=\"wp-image-25852\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-15-1024x653.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-15-300x191.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-15-768x490.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-15-1080x689.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-15-60x38.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-15-150x96.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-15.png 1318w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-2-enable-grouping-by-product-category-d26fbf4f-45ba-4696-9d03-3e00ac076e65\"><strong>Step 2: Enable Grouping by Product Category<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the \u201c<strong>Mapping<\/strong>\u201d tab dropdown on the left-side menu.<\/li>\n\n\n\n<li>Click on the \u201c<strong>Mappings list<\/strong>\u201d.<\/li>\n\n\n\n<li>Enable \u201c<strong>Group by product category<\/strong>\u201d.<\/li>\n\n\n\n<li>Click \u201c<strong>Confirm<\/strong>\u201d.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"248\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22-1024x248.png\" alt=\"\" class=\"wp-image-25858\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22-1024x248.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22-300x73.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22-768x186.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22-1536x372.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22-1080x261.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22-60x15.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22-150x36.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-22.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-3-map-product-categories-to-accounts-de2d3833-9639-4e43-ba62-77bf34bc8c2f\"><strong>Step 3: <\/strong><strong>Map Product Categories to Accounts<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the <strong>Mapping<\/strong> dropdown.<\/li>\n\n\n\n<li>Click <strong>Mappings list<\/strong>.<\/li>\n\n\n\n<li>Review the rows grouped by product category.<\/li>\n\n\n\n<li>Select the appropriate account from your books for each category.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"488\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-23-1024x488.png\" alt=\"\" class=\"wp-image-25860\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-23-1024x488.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-23-300x143.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-23-768x366.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-23-1080x514.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-23-60x29.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-23-150x71.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-23.png 1527w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once mapping is complete, newly generated summaries and summaries with the <strong>Ready to sync<\/strong> status will reflect the assigned categories and accounts!<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"product-categories-for-shopify-woocommerce-and-square-c95702e3-969d-4900-bab5-82db1ec0264e\"><strong>Product categories for Shopify, WooCommerce, and Square<\/strong><\/h2>\n\n\n\n<p>For Shopify, WooCommerce, and Square integrations, Synder automatically imports product categories and displays them in the Products and Services tab if categories are set up in the source platform.<\/p>\n\n\n\n<p>After enabling <strong>Group by product category<\/strong>, sales are automatically grouped by imported categories inside the Summaries.<\/p>\n\n\n\n<p><strong>Example category imported from Shopify product:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"536\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24-1024x536.png\" alt=\"\" class=\"wp-image-25861\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24-1024x536.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24-300x157.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24-768x402.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24-1536x804.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24-1080x566.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24-150x79.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-24.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>After you import transactions from your integrations, Synder will fetch the product category automatically:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"448\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17-1024x448.png\" alt=\"\" class=\"wp-image-25854\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17-1024x448.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17-300x131.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17-768x336.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17-1536x672.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17-1080x473.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17-150x66.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-17.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"important-notes-d28f4619-0700-45ec-afb6-7467675be9c7\"><strong>Important notes<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When importing a CSV file:\n<ul class=\"wp-block-list\">\n<li>If a product or category does not exist in Synder, it creates it during import.<\/li>\n\n\n\n<li>If a product name or SKU already exists in Synder, Synder updates the category based on the uploaded file<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Synder can group sales by either product\/SKU or product category, but you cannot enable both options simultaneously on the Mapping tab.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For each product catalog:\n<ul class=\"wp-block-list\">\n<li>&nbsp;Products with assigned categories are grouped into mapping rows by category.<\/li>\n\n\n\n<li>Products without categories are grouped under a <strong>No category<\/strong> row.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a category is missing when a summary is synced, the Description field in QuickBooks Online displays <strong>Undefined<\/strong>.<br><\/li>\n\n\n\n<li>If all the products are already imported into Synder:\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Products and Services<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Export CSV<\/strong>.<\/li>\n\n\n\n<li>Add categories to the exported file.<\/li>\n\n\n\n<li>Import the updated file using the steps above.&nbsp;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"220\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16-1024x220.png\" alt=\"\" class=\"wp-image-25853\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16-1024x220.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16-300x65.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16-768x165.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16-1536x330.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16-1080x232.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16-60x13.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16-150x32.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-16.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>After import, updated categories appear under the <strong>Product category<\/strong> column!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"433\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21-1024x433.png\" alt=\"\" class=\"wp-image-25857\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21-1024x433.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21-300x127.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21-768x324.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21-1536x649.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21-1080x456.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21-60x25.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21-150x63.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-21.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq-e6537fe7-e5d7-4378-905e-a168553f95a0\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Will Synder automatically rebuild summaries once I map products to categories?<br><p data-start=\"221\" data-end=\"266\"><\/p>If you add categories before enabling \u201cGroup by product category\u201d<\/strong>\n<ul class=\"wp-block-list\">\n<li>Summaries with Ready to Sync status rebuild automatically.<\/li>\n\n\n\n<li>Roll back <strong>Synced<\/strong> summaries to apply categories.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>If you add <strong>categories after enabling \u201cGroup by product category\u201d:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rebuild Summaries with Ready to sync status.<\/li>\n\n\n\n<li>Roll back and then rebuild any <strong>synced<\/strong> summaries.<br><\/li>\n<\/ul>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>I assigned the category to the product, but I don\u2019t see the updated mapping. Why?<br><\/strong><br>If you assigned categories after enabling grouping, rebuild the summaries to apply the updated mapping.<\/li>\n\n\n\n<li><strong>If I don\u2019t have a category assigned to any of the products, how will Synder display it?<br><\/strong><br>Products imported without assigned categories appear under a No category row on the Mapping page. Review the Products and Services tab and categorize any products as needed.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><strong> <\/strong>via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Grouping by product category allows Synder to post sales to income accounts based on product categories defined in your catalog. This guide explains how to enable grouping by product category and map each category to the appropriate income account. Use this guide if Don\u2019t use this guide if After configuration, summaries are grouped by category, [&hellip;]<\/p>\n","protected":false},"author":2233,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[392,376,379,361],"tags":[],"ppma_author":[338],"class_list":["post-20132","post","type-post","status-publish","format-standard","hentry","category-products-inventory-cogs-summary","category-transaction-recording-summary","category-categorization","category-products-inventory-cogs"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How To Map Your Summaries by Product Categories<\/title>\n<meta name=\"description\" content=\"Utilize product category mapping for your summaries in Synder. Enhance product tracking and optimize inventory management\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/how-to-map-summaries-by-product-categories\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Map Your Summaries by Product Categories\" \/>\n<meta property=\"og:description\" content=\"Utilize product category mapping for your summaries in Synder. Enhance product tracking and optimize inventory management\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-map-summaries-by-product-categories\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2023-09-20T17:21:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-09T14:03:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-1024x362.png\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"George Bylin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How To Map Your Summaries by Product Categories","description":"Utilize product category mapping for your summaries in Synder. 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Enhance product tracking and optimize inventory management","og_url":"https:\/\/synder.com\/help\/how-to-map-summaries-by-product-categories\/","og_site_name":"Synder","article_published_time":"2023-09-20T17:21:25+00:00","article_modified_time":"2026-04-09T14:03:08+00:00","og_image":[{"url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-1024x362.png"}],"author":"George Bylin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"George Bylin","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/how-to-map-summaries-by-product-categories\/","url":"https:\/\/synder.com\/help\/how-to-map-summaries-by-product-categories\/","name":"How To Map Your Summaries by Product Categories","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/how-to-map-summaries-by-product-categories\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/how-to-map-summaries-by-product-categories\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/09\/image-19-1024x362.png","datePublished":"2023-09-20T17:21:25+00:00","dateModified":"2026-04-09T14:03:08+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/bdbaa16742639e5b66d1597314150d70"},"description":"Utilize product category mapping for your summaries in Synder. 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COGS<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Summary<\/span>","<span class=\"advgb-post-tax-term\">Transaction Recording: Summary<\/span>","<span class=\"advgb-post-tax-term\">Categorization<\/span>","<span class=\"advgb-post-tax-term\">Products, Inventory &amp; COGS<\/span>"]}},"comment_count":"0","relative_dates":{"created":"Posted 3 years ago","modified":"Updated 2 weeks ago"},"absolute_dates":{"created":"Posted on September 20, 2023","modified":"Updated on April 9, 2026"},"absolute_dates_time":{"created":"Posted on September 20, 2023 5:21 pm","modified":"Updated on April 9, 2026 2:03 pm"},"featured_img_caption":"","series_order":"","authors":[{"term_id":338,"user_id":2233,"is_guest":0,"slug":"egorbylin","display_name":"George Bylin","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/543115bfe37c160e73946ae9c0969368?s=96&d=mm&r=g","author_category":"","first_name":"","last_name":"","user_url":"","job_title":"","description":""}],"_links":{"self":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/20132"}],"collection":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/users\/2233"}],"replies":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/comments?post=20132"}],"version-history":[{"count":3,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/20132\/revisions"}],"predecessor-version":[{"id":27090,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/20132\/revisions\/27090"}],"wp:attachment":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/media?parent=20132"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/categories?post=20132"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/tags?post=20132"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/ppma_author?post=20132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}