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Note

PLEASE NOTE THAT THIS TOOL HAS BEEN DEPRECATED AND IS NO LONGER SUPPORTED BY COLLECTIONSPACE. IT HAS BEEN REPLACED BY THE COLLECTIONSPACE CSV IMPORT TOOL. INSTRUCTIONS FOR USING THE CSV IMPORT TOOL ARE AVAILABLE HERE.

The CollectionSpace Converter Tool is a Ruby-on-Rails tool that allows system administrators to upload properly formatted CSV files to CollectionSpace. Imported data can create new records or update existing records (writing over any existing data). The Tool is still under development and testing.

Technical documentation for the tool can be found in the tool’s Github repository landing page (scroll down) and wiki.

How to Format CSV Files

Please note that the tool is not forgiving. Your data must be formatted as noted, or the row will fail.

  • Procedures and Authorities

  • Relationships

  • Hierarchical Relationships

Templates and Sample Data

Templates and sample data for procedures and authorities can be found in on the Configuration and Data Maps - Cataloging, Procedures, and Vocabularies page on the wiki, or in the Data folder on Github.

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Info

A new version of a CSV import tool is in development, which will support nearly all fields in all record types in all community profiles. For reference, there are CSV templates for this tool currently available here.

These templates include columns for data not currently supported by the Converter Tool.

How to Import and Transfer CSV Files

There are two steps to getting data into CollectionSpace via the CSV Import and Data Update tool. The data must be imported into the tool, and then transferred into CollectionSpace.

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