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Video Tutorials

Bulk Import Items

 Save time by importing multiple items into Community folders all at once. Instead of individually adding links or notes, you can select a batch and upload them together. This makes it easier to set up new projects, share resources with your team, or quickly populate a folder with existing content.

This feature is available for Business and Enterprise plans.

Uploading a CSV

  1. On desktop, navigate to your Community folder and go to ☰Menu > “Import Items”.
  2. Click on “import items” and upload your csv file. (Note: See below for the correct file formatting.)
  3. When the import is complete, you will receive a notification.
  4. Any imported item containing a valid URL will be created as a Link item. Otherwise, it will be created as a Note item.

CSV File Formatting

Your file must contain at least one of the following column headers:

  • Title
  • Description
  • URL

Note: Pay attention to capitalization when creating your column headers.

 

Location Data for Community Maps

Optionally, you can also add location information by including the following column headers:

  • Street Address
  • City
  • State
  • Country

This information can be used within the Community Maps feature. Click here to learn more.

Note: Exact Street Address is not required; it is enough to include City, State, and Country.

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