Custom verticals are the industry categories and subcategories your team uses. Each vertical has a name and an optional definition. You can also add notes for the full schema.
Edit the nested structure, import or export it as CSV, and save the version Kernel uses for classification.
Make a change
Select a vertical name to edit its name or definition, then select Done.
Use Add Main Vertical to add a top-level category or Add sub-vertical to add a category beneath another one.
Use the X beside a vertical to remove it.
Select Save at the bottom of the page to apply your changes.
Selecting Done closes the inline editor. Your changes are not applied until you select Save. The number of category levels allowed is set for your workspace.
Import or export a schema
Use Import CSV to add several verticals at once. The CSV uses these columns:
Column
What to enter
name
The vertical name. This is required for every row.
definition
An optional description of what belongs in the vertical.
dependsOn.value
Leave this blank for a top-level vertical. For a sub-vertical, enter its parent vertical's name.
The import window includes a template and checks the file before adding it to your draft. Select Save after the import to apply it. Use Export CSV when you want a copy of the current schema.
See Industry (custom) for how Kernel uses the saved structure to classify accounts.
