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Import records

Import Records

Importing Data

You can import an existing Comma Separated Values (.csv) or xml files into Directory Builder. However, the CSV file must have column labels in the first row.

To import records go to Administration -> Modules -> Directory. Select the appropriate directory and click Import Records:

Directory module import options screenshot

1. Browse to locate appropriate file and select Upload File.

Note: the following fields will require mapping:

Local Categories - these may used to map the entry to directory categories

Page categories - these may be used to map the entry to page categories

Fields - these are used to map headings in the file to elements in the directory

Exporting Data

To export data from the directory go to Administration -> Modules -> Directory. Select the appropriate directory and click Export Records:

Directory builder export records screenshot

1 Edit/configure:

Export format

Select an appropriate format.

Directory

Select an appropriate directory.

Date From/To

If required select an appropriate date range.

Optional search

If required, enter an appropriate search term. Only records containing this search will be exported

Optional search filter

If required, select an appropriate letter. Only records start with this character will be exported.

2. Click Export, and then Download. 

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