If you are moving from a different system to iTWO cx or are in need of uploading a large number of documents to the Publication Space, the excel import utility can be used to achieve this goal.
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3. Click on Import to Publication Space.
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4. Click on Download Excel Template.
The Excel Template
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It is recommended that you use the iTWO cx RIB CX excel template for your imports. However, if you have a custom excel file with your data filled in already iTWO cx RIB CX can match those columns to the user fields configured on your project. See how to do this below. |
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Import New Documents is for uploading placeholders, new documents and for bulk importing new revisions of existing documents. Update Existing Documents is for updating metadata of existing documents WITHOUT creating a new revision/version. |
2. To bulk import placeholders, new documents and new revisions of existing documents select import new documents.
3. If you are importing placeholders place a tick in the import documents with blank file names as placeholders only checkbox.
4. If you want to update metadata for existing documents without updating a revision select update existing documents.
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- update placeholders (place a tick in the checkbox if you want to update placeholders).
- clear the existing value (unless it is a required field) or keep the existing value if a column (cell) in the excel file is empty.
6. Click on Select files.
7. Select your excel file.
8. Click Next.
The Import Utility Wizard will open.
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1. On the left side are the columns on your excel file that do not match the columns already in iTWO cx RIB CX Publication Space.
2. The right hand side will show available columns in the Publication Space that you can map to.
3. Simply make a selection by selecting them in the drop down.
4. If locations in excel file cannot be matched in RIB CX, you can either "Select Actions" individually for each file or complete "Bulk Actions" options.
Select Actions;
Bulk Actions
Or choose Do not Map this field - note this means the data in this column will not be uploaded to iTWO cxRIB CX.
5. Columns already matched are not displayed in the selection.
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| Note |
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If there are columns in your excel spreadsheet that do not match a valid column in iTWO cx RIB CX and you want them to upload, you need to create these columns as user fields in iTWO cx RIB CX first before restarting the import. |
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