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.
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
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.
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.