Import record to blank internal collection, or update an existing collection by replacing current records or adding new ones with a CSV file.
Notes and Requirements:
- Currently supported fields: plain text, rich text, location, links, and images (with links only, images in the CSV won’t be uploaded).
- The first row’s text/labels in the CSV must exactly match those in the internal collection (while columns can be missing from the CSV, additional ones are not able to be added and will result in an error).
- Records are not able to be deleted with the import tool.
To import records from a CSV:
- Navigate to an existing internal collection or create a new one (to create a new one, in the side panel, click Content, and then click Collections > click +New Collection, and select Internal Collection. When creating a new collection, make sure to set up the columns in the internal editor before proceeding to step 4, where you'll download the template. The columns you add to the collection will be included in the template.
- Click the three horizontal dots (
) for the desired collection.
- Click Import from CSV.
- Click Download CSV template or if the CSV is ready, click Drop files or click to upload.
- Once the file is selected, click Import Collection.
- If all records imported, a confirmation message will display. If only some records imported, it will provide the number along with an option to download the error report.
For more information on internal collections, see Internal Collections.