User Manual: CollectionSpace CSV Importer

The CollectionSpace CSV Importer is a web-based application that allows you to batch import data into your CollectionSpace instance from a CSV file. You can use the webapp to add new records to your CollectionSpace instance or edit/update existing ones. To get started, you will need a webapp account and a properly formatted CSV file.

This documentation covers two main topics: preparing your data for import, and using the webapp.

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

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.

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

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.

Create or Manage a Group

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.