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Preparing Your Data

Overview of formatting spreadsheets and data to ensure a successful CSV import.

Import Templates

Instructions for generating templates to help organize and format your data for import.

Formatting Field-Level Data

Instructions and tips for properly formatting field-level data to ensure a successful import.

Formatting Records and Relationships

Instructions and tips for using the CSV Importer to create or update Procedural and Authority Term records, and to create Relationships between records.

Saving Files as CSV

Instructions for saving files generated in Open Office, Excel, or Google as a CSV.

Data Prep Special Topics and Tips

Specific instructions for: importing images or other files on Media Handling procedures; preparing delete batches

Using the CSV Importer

Overview of account creation and management and the process for importing a CSV spreadsheet into CollectionSpace.

Sign Up & Log In

Instructions for creating an account and logging in to the the CSV Importer web application. This account is separate from your CollectionSpace account.

Create a Connection

Instructions for creating a connection between the CSV Importer and your CollectionSpace instance.

Import a CSV File

Instructions for using the CSV Importer to import a CSV file into CollectionSpace to create/update records and relationships.

Group Management

Instructions for creating and managing Groups in the CSV Importer. For administrators and managers only.

Error and Warning Reference

The meaning of errors and warnings you may encounter, and advice on how to handle them.

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