When preparing a spreadsheet, it is crucial to format the columns according to the field types in your asset. This ensures that the data is accurately interpreted during the upload process.
The spreadsheet template contains all fields from the asset type configuration that can be imported:
-
xref: The xref is an
alphanumeric identifier for assets within the workspace.
If you choose to provide an xref, make sure it is
unique; no other asset should share the same xref. If
left blank, the system will automatically generate an
xref.Tip: It is advisable to leave the xref column blank for automatic generation. Ensure that the xref is unique and adheres to any system-defined character limits.
- Boolean: Boolean fields represent binary states (e.g., active/inactive). Regardless of the label displayed in the user interface (for example, Yes/No), the values in the spreadsheet must be entered as TRUE or FALSE.
-
Link: Link fields allow you to associate a name with a URL. Use the format Name | URL (for example,
Google | https://google.com). The name is optional; you can simply provide the URL (for example,https://www.google.com) and the import will succeed. -
Reference list: Provide reference list's Object ID to populate this field.
-
List: Provide the Code, Asset Object ID, or Asset xref of the reference list item for a single-select list, where Allow Multiple Items? is False. For a multi-select list, where Allow Multiple Items? is True, provide the values as a semi-colon separated string without spaces, for example:
list item 1;list item 2;list item 3. -
Tag: Tag fields allow for categorization using multiple values. Use a semicolon (;) to separate multiple tags within a single field.
-
Date or Date-time: Date and date-time fields will automatically conform to your locale settings in Excel. Formats are
<Date>or<Date>T<Time>.
Other importable fields where you can enter the value as is include Decimal, Integer, Text, and HTML. If these fields are not required and are left empty, the system will use the default values that have been set for them.
- If there is specific validation set for a field in the asset type configuration, that validation will also be enforced during the import process. For example, if an Integer field is configured to accept values between 10 and 50, the import will validate that any values provided for that field fall within this range. If a value outside of this range is encountered during the import, the import will fail for that record.
- Excel does not support HTML formatting. Any text entered in the HTML field will be imported as plain text.
- Text fields have a maximum length requirement with no minimum length, whereas HTML fields do not have any length restrictions.
- Additionally, if Boolean, Date, Date-time, Link are also left blank, and have default values set in the configuration, those default values will be applied during the import process.
- The field types that cannot be imported include: Relationship, Relation lookup, Counter, JSON, Asset path.