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In order to use CSVSpacethe CollectionSpace CSV Importer, you must create a connection between it and your instance of CollectionSpace. You only need to do this once per CollectionSpace instance - most users will only have one connection.

Create a Connection - User

  • Log in as a user who has been Enabled and assigned to a single active Group

  • Click on your username in the top right of the screen to view your User Details

  • Select Create a Connection + from the top right of your screen

  • Enter a Name for the Connection 

  • Enter the Services URL for the connection, e.g. https://core.collectionspace.org/cspace-services

    • Not sure what your services URL is? Ask LYRASIS or your system administrator

  • Enter the username and password you use with that instance of CollectionSpace (not your login/username for the batch updater)

  • Enter the Profile & Version for the Connection.

    • If your Group has a default Profile and Version, the Profile & Version field will be pre-filled.

    • If your Group does not have a default Profile & Version, begin typing to view a list of available Profiles & Versions.

      • Tip: To find out the Profile & Version of your CollectionSpace instance, check the lower right corner of your login page.

      • Standard profiles are: core, anthro, bonsai, botgarden, fcart, lhmc, materials, and publicart

  • Click Submit

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titleLess Common: Create a Connection When You Are a Member of Multiple Groups
  • Log in as a user who has been Enabled and assigned to two or more active Groups

  • Click on your username in the top right of the screen to view your User Details

  • Select the Group the Connection is for from the dropdown. 

  • Select Submit

  • Select Create a Connection + from the top right of your screen

  • Enter a Name for the Connection 

  • Enter the Services URL for the connection, e.g. https://core.collectionspace.org/cspace-services

    • Not sure what your services URL is? Ask LYRASIS or your system administrator.

  • Enter the username and password you use with that instance of CollectionSpace (not your login/username for the batch updater)

  • Enter the Profile & Version for the Connection.

    • If your Group has a default Profile and Version, the Profile & Version field will be pre-filled.

    • If your Group does not have a default Profile & Version, begin typing to view a list of available Profiles & Versions.

      • To find out the Profile & Version of your CollectionSpace instance, check the lower right corner of your login page.

      • Standard profiles are: core, anthro, bonsai, botgarden, fcart, lhmc, materials, and publicart

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