To import a file into the CSV Importer, you must have an account, be part of an active group, have established a connection with an existing CollectionSpace instance, and have a properly formatted CSV File.
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The Preprocessing step ensures that your uploaded CSV has the required fields necessary to move through the Batch Import process. Steps following Preprocessing provide more detailed reports on the individual values in your CSV. The Preprocessing step ensures that your uploaded CSV has the required fields necessary to move through the Batch Import process. Steps following Preprocessing provide more detailed reports on the individual values in your CSV.
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The Processing step determines the current CSpace record status (existing or new) of each record generated, translates authority and vocabulary terms into CSpace refnames to provide proper linkage in generated records, provides a report of unique authority/vocabulary terms in your data that do not yet exist in CSpace, and provides a processing report of any potential data issues. The Processing step determines the current CSpace record status (existing or new) of each record generated, translates authority and vocabulary terms into CSpace refnames to provide proper linkage in generated records, provides a report of unique authority/vocabulary terms in your data that do not yet exist in CSpace, and provides a processing report of any potential data issues.
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The Transfer step will transfer the records in your CSV file to your CollectionSpace instance. The Transfer step will transfer the records in your CSV file to your CollectionSpace instance.
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The Archive step deletes all files associated with this batch that are being held in the CSV Importer’s internal storage. Archiving will also mark the batch as complete, and it will be viewable only via the Archive Tab under the main Batches menu. The Archive step deletes all files associated with this batch that are being held in the CSV Importer’s internal storage. Archiving will also mark the batch as complete, and it will be viewable only via the Archive Tab under the main Batches menu. |