Excel Updates
- Elaine Foley
You can import values via Excel. You can export values in Excel. This App was formerly called Data Exchange or Excel Roundtripping App.
Create Template for Metadata Update
See the accepted values per individual field type.
Edit 1-4 Content Items from your selection in Picturepark using the Batch Editor and applying your desired Layer and values.
Export all Content Items you wish to update
Include previously edited content
Export Layer with metadata you edited
Adapt the Excel
Update IDs from the Content Items you edited.
Update your values.
Import Excel to update Content Items
Picturepark uses the Picturepark ID as a unique identifier. Do not delete this column.
Export Content or Metadata (Export Manager)
Find and select items using the search or the filters in the sidebar (in Content Browser, or List Browser)
Click the Export button.
The Export window will open where you can select the layers and fields you would like to have in your export. You are also shown the extracted metadata (which can be exported but not imported).
The first column of the exported Excel file will contain the Picturepark ID (the GUID of the Item in Picturepark). These are the ones you are updating on import. Do not change that.
Picturepark uses the Picturepark ID as a unique identifier. Do not delete this column.
Update Content or Metadata (Import Manager)
Do not select any item.
In Content Browser or List Browser select Import from the toolbar.
Upload your Excel file for updating content or metadata.
Map the Excel column headers to Picturepark fields for updating.
While mapping you can see validation errors if mapped columns do not contain the correct values.
Picturepark auto-maps fields to columns with a matching name. To save time just name columns in Excel directly like Picturepark fields.
Preview will display a preview of the items you are updating along with any errors you need to fix, like required fields without values. Go to the "Previous" step to adapt your mapping or update the Excel and restart the whole process.
The Update will then execute the update of content, List Items and metadata of the Content Items. The app will let you know if your items were successfully updated or the ids of any items that failed.
Picturepark uses the Picturepark ID as a unique identifier. Do not delete this column.
Dates must be formatted as “Custom” in Excel, export date fields from Picturepark to get the correct formatting.
Picturepark does not create List Items (Tags) on update import. Those must be created prior to updating Content Items (using Excel Update for List Items).
Create List Items
Do not select any item.
In List Browser, select the three-dot icon from the toolbar, then Excel Update in the extended menu.
If you import List Items that you exported from another Picturepark List, you must update the exported Excel file and remove the first column, "Picturepark ID"
Map the Excel column headers to Picturepark fields for updating.
While mapping, you can see validation errors if mapped columns do not contain the correct values.
Picturepark auto-maps fields to columns with a matching name. To save time, name columns in Excel directly like Picturepark fields.
Preview will display a preview of the items you are creating along with any errors you need to fix, like required fields without values. Go to the "Previous" step to adapt your mapping or update the Excel and restart the whole process.
The Update will then execute the creation of List Items. The app will let you know if your items were successfully updated or the ids of any items that failed.
Excel Roundtripping App Limitations
Relationship fields (single, multi), Multi-Fieldset fields are not supported.
For tag boxes and relationship values, the id is exported in a separate column.
Only Excel files can be used for import. There is no configuration for the export File Type this will always be an "xlsx".
Only the Channels you have permissions on and Content Items you have access to will be displayed.
The creation of Virtual Content Items is not supported.
The creation of List Items while updating metadata is not supported.
All values of the required fields must be provided.
Layers and fields available for export are limited to those already assigned to the Content Items.
Date Fields will be recognized as custom formatted in Excel. You can change them to date manually in Excel.