User Manual: CSV Importer: Create a Connection

In order to use the 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

Less 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

Create a Connection as an Administrator

If you are logged in as an Admin, click on the Users top menu item and select the Email address of the User you would like to create a Connection for. In the User Details screen, click on Become.

Once you “are” that user, follow the instructions above to Create a Connection.