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Import Resource Directory

Jake
  • Updated

This article will show you how to import items from your computer into your Resource Directory.

 

Who can use this feature?

System Admin

 

 

Format Rules    

  • Import files must be .TXT file type.
    Note: You can build the template in a .CSV, but it will need to be converted to a .TXT tab-delimited file to upload.
  • Strings do not need to be surrounded by single(') or double(") quotes.
  • The following 16 fields are required, and have to be in the specified order:
    • Notes:
      • Empty fields should contain a space
      • The number in parenthesis is the maximum number of characters for that field
      • New Lines are not allowed in any field
      • Blank Lines are not allowed anywhere in the file
    • Business Name (255)
    • Contact Person Name (100)
    • Address 1 (255)
    • Address 2 (255)
    • City (30)
    • State (3)
    • Zip Code (10)
    • Link to Map (1) -- 0=no, 1=yes
    • Phone - Number (40)
    • Fax - Number (40)
    • Email Address (200)
    • Show Email As (200)
    • Link (web address) (http:// required) (255)
    • Link Text (255)
    • Open link in new window (1) -- 0=no, 1=yes
    • Description (1000)
  • Any fields past the required 16 are categories with which to associate the business.
  • A business may be associated with no categories, 1 category, or any number of categories.
  • Each category must be listed in its own field.

 

Instructions

  1. Navigate to Modules > Content > Resource Directory
    Navigate to resource directory
  2. Click Import Items
    import items button
  3. In the new window, click Choose File to locate the text file containing the information you wish to import
    choose file button
  4. Find and Open your file
    open file
  5. Review your Yes/No questions
    yes or no questions
    • Caution: If you include email fields with more than one email address in them, or with body, subject text, etc. They will not be hidden from spammers. Please format your email addresses in the standard user@domain.com format.
  6. Click Upload File
    upload file button
  7. Click OK on the popup that says All records were imported successfully
    okay on pop-up confirmation
    • Note: The popup may display a note that says Duplicate data was found and not imported.

Feedback About the Article

Let us know what was helpful or not helpful about the article below.

2 comments

Date Votes
  • Johanna Silverthorne

    This article contains conflicting (and wrong) information. In several places you say that we need to upload a CSV file, but it actually needs to be a txt file. Rule #1 states that the uploaded file must be in CSV format, and your picture in step 4 shows the CSV file being selected. In step 5, the file is now a txt file with a different name. Having the files you show in the browser (step 4) and next to the "browse" button (step 5) be named the same and having the same (correct) file extension would be a real help here. Thanks so much! :-)

    0
  • Kenneth Fuller

    Hello Johanna! I apologize for the delay in response. Thank you very much for pointing out the error and confusion in the images for those steps. The images for steps 4, 5, and 6 have all been updated, and the file extension note in the Format Rules has been corrected. Have a great day!

    0

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