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Preparing Your Data

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

Opening CSV Files Safely

Instructions for opening CSV files without data corruption

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

Known limitations/issues of CSV Importer

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