Requirements: The Classification Set Utility can only be used if you have the Developer pack or an Enterprise account.

The Fulcrum Classification Set Utility is a lightweight web application, which utilizes the Fulcrum API for viewing, creating, modifying and downloading Fulcrum Classification Sets.

Instructions:

  • You can paste in or upload (Tools > Upload CSV File) any CSV file, which conforms to the standard Classification Set CSV format and it will return the standard Fulcrum Classification Set JSON format. Edits can be made to either the JSON or the CSV text, and will be reflected accordingly on either side.

  • Sign in to your Fulcrum account to access and modify existing Classification Sets or create and upload new ones (Tools > Save Classification Set).

The standard workflow for bulk updating an existing classification set:

  1. Log in and select your classification set from the dropdown.

  2. Download as CSV (Tools > Download as CSV).

  3. Open the CSV file in a spreadsheet editor such as Excel, edit and save.

  4. Upload the CSV file back into the utility (Tools > Upload CSV File) and save (Tools > Save Classification Set).


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