Knowledge: Importing Data into a Data Room via Excel
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Knowledge
Title*Importing Data into a Data Room via Excel
ManualAdministration
Manual Level TwoData Rooms
Manual Level ThreeImporting
Created15/12/2021
DetailBefore using this method of data import we recommend talking to Sysero, as we might have other options that suit your requirement.
Please do the below steps in a test Data Room first, to make sure any date formats etc. are in acceptable format.
- Go to Admin > Data Rooms > Edit Data Room > Advanced Settings > Import Bulk Data.
- Download Excel Template.
- If document upload is required add another column called (DocumentUNC). Or if a http link is required as attachment add column (Link).
- Populate Data.
- Note if DocumentUNC path used it must be accessible by the Sysero server.
- Save XLS and upload it on same page as you Downloaded Excel Template from.
Note:
- Multiple Repeater Rows : To import multiple values into repeater the import template will create the first set of columns for the first row. Simply duplicate those columns directly after the first set in same order first set are, but rename the description outside of brackets to identify row number e.g. Repeater2(XMLField1/TextField1).
- For folder path imports to Taxonomy you can use a normal structure e.g. Folder1\SubFolder1. To do this modify the Excel template, change the first Repeater/Taxonomy column name from e.g. XMLField1/TextField1 to ImportTaxonomy/XMLField1. It will work out its parent repeater section and create any missing entries in the Taxonomy.
- CheckBox Fields : If you had for example choices Example1, Example2 and Example3 and needed to check Example1 and Example3, you would put Example1;Example3 in column. So the delimeter is a ;.
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