When you prepare to import data using an Excel spreadsheet, you will oftentimes have documents that need to be imported in the system. You can import and link those documents with the records in your Excel file.
This article contains the following:
Prepare Your Documents for Import
- Select the documents which you want to import.
- Compress them all into a single zip file.
- In the Documents column of the Excel file you are preparing for import, specify the full names of each of the document you previously zipped on the record line they belong to.
e.g., Magog Town Hall Meeting notes.docx.
If your ZIP file contains directories, you need to enter the full relative path of the documents.
e.g., Meeting notes September/Magog Town Hall Meeting notes.docx.
You can add more than one document per record by adding all the document names, each on a new line, in the same cell.
Files in a Document Management System
- Locate the documents you need to import.
- In the Documents column of the Excel file you are preparing for import, specify the links to a Document Management system. The correct URL is required.
You can enter add more than one link per record by adding all the link, each on a new line, in the same cell.
Attach Your Documents to Your Excel File
Note that if you added links to the Documents column of the Excel file, you do not need to attach documents.
- Prepare your Excel document for import and create your .zip file when applicable.
- Follow the steps to Import data via Excel templates.
- In the Import data wizard, flag
- Click the Select file button and navigate to the zip file and click the Open button.
OR Click and drag the zip file into the window to upload it.
- Click the Confirm button.
You will then receive import error information if the document names in your Documents column cannot be found in the zip file.