Importing records

Data can be imported into a directory using a CSV file.

Importing directory data

1. When editing a directory, navigate to the directory overview by clicking the Import tab.
2. The directory import form will open.

note

Records are not imported immediately.

When the form is submitted, the file is added to a background queue to be imported. This allows the application to import very large amounts of data successfully.

warning

When directory data is overwritten by importing a file, links to current records will be broken.

Types of import

Field import: import a CSV file that represents the data structure of your directory, the fields and their associated settings.

Data import: import the data that populates each record in your directory.

Directory data import fields

To add or replace records within a directory.

Field	Notes	Required?
Type	Defaults to Data import.
Field terminator	The character used to indicate the end of a field. Defaults to ,	✅
Header line	Whether the first line of the CSV file indicates column headers, rather than data. Defaults to Yes.
Field to use for title	Select which of the columns in the imported data will be used to populate the "Title" field. Defaults to the first column of the CSV file.
Default live status	Specify whether imported records are immediately made live and available on othe website. Defaults to Live.
Import action	Whether to replace existing data with the imported data, or to add the imported data as additional records within the current directory. Defaults to Replace data.
Import categories	Whether to assign categories to the imported records based upon the category ID values in the CSV file.
Import metadata	Whether to assign additional metadata values to the imported records based upon values in the CSV file.
CSV file	The file containing data to import.	✅

Directory field import fields

To add fields to a directory.

note

Fields can only be added, there is no option to replace fields when uploading.

Field	Notes	Required?
Type	Fields import.
Field terminator	The character used to indicate the end of a field. Defaults to ,	✅
CSV file	The file containing data to import.	✅

Example upload structure

No header line is required.

• Column 1: Field title
• Column 2: Type ID number
• Column 3: [{"id":"","directoryFieldID":"","value":""}]

Type to ID mappings

Field type	ID
Text box	1
Text area	2
Select box	3
Radio buttons	4
Image	5
Google map	6
Link	7
Email	8
HTML	9
ESRI map	10