2.
Go to Site Administration Menu.
3.
Click on the Utilities Go To icon located in the Site Management
section.
4.
Click on the Advanced Import option.
5.
Select “Documents” from Type list box. Let the page refresh.
6.
Click the Browse button and use the Choose File dialog box to select a
CSV file.
7.
If the imported CSV file contains field (column) labels in the first
row, set ‘Does first row contains field names?’ to “Yes”; otherwise set to
“No”.
8.
If you want the import process to create new values such as Categories, set
“Add new values to lookup tables?” to “Yes”. If you want the import process to
only import values that already exist, set this option to “No”.
9.
Click on the Open Import File button. (If this is the first time you
are uploading something into PortalProdigy from your computer, you may be asked
to install an upload applet and to trust a certificate. In order to continue
you will need to respond to the prompts to allow installation of the applet and
to trust the certificate. This is necessary to upload multiple files from your
computer to the Web server. Once installed, it can only upload files that you
specify. If you have any questions, please contact us.) This will display the
Import Fields Selection section where you will map the columns in your CSV file
to PortalProdigy fields.
10.
For each field (column) in the imported CSV file, select the applicable
PortalProdigy Field Name.
· Note
that fields that end with “ID” only accept a PortalProdigy ID. You cannot
create IDs. IDs must already exist in PortalProdigy. If a match is not found,
the import process will reject the record.
· Also
note that the field [Documents].OrginalFileName will import the complete file
name including the file’s extension, e.g. “ReturnPolicies.htm”. If you have
the file extension stored in a separate column in your CSV file there is a
separate field that can be used for this.
11. Click the Import button to
perform the import.
12. If prompted with “Do you
agree to upload?” pop-up dialog box, click the Ok button.
13. When import has finished it
will display the total number of rows that were successfully imported and it
will list by row number each row that could not be imported and reason why.
14. Click Close button to return
to the Utilities Menu.
