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Importing Content

The Content Search Manager allows you to Search Content, Add/Edit Content, or Import Content by uploading a file. This article shows you how to import content by uploading a CSV (comma delimited), file.

To import a CSV file, first click on the Content tab to display the Content Search Manager, then click on the "Import Content" link.

Step One: Click on the drop down "Structure to Import:" menu and choose the Content Type you wish to use for importing content.

Step Two:  Click on the "Click here to download a CSV example file" link to preview sample CSV file with the necessary field headings needed by the Content Type, and then populate each column with the *proper data as shown below and save the file in CSV format so that it can be uploaded.

*Warning: Formats for each column heading mut be respected.  Date column headings must not only have the proper date formatted content and they must not be left blank or "null".  If you are not sure about the formatting of a particular column heading, preview the Structure prior to importing content.  NO RELATIONSHIPS can exist between the Structure being imported to and any other Structure on the site.  Once relationships have been established on a Structure, Content will no longer import successfully.

Step Three:  Once the CSV (comma delimited), file is ready for import, the following three fields must be populated to begin the import process:

• Structure to Import - Choose the Content Type that matches your CSV import file
• Key Fields - All Content will be imported as a new piece of Content unless key fields are selected. If a Key Field is selected, all Content with a match in the Key Field will be updated by the record in the CSV file.
• File to Import:  Click the Browse button to find the CSV file on your local machine to upload.

Clicking on the "Go to Preview" button will generate an import preview page that displays the expected results of the import without actually importing the Content.  Examine the "Preview Analysis Results" and look make sure that there are no warnings or errors that might interfere with a successful import of Content.

If there are errors or warnings displaying in the notification, you may wish to click the "Go Back" button and correction of the CSV file may be necessary.  Otherwise, click the "Proceed to Import" button to complete the Content import process.