Excel Data

Excel and Shared Shelf

On this page… About Using Excel in Shared Shelf Generate an Excel Template Export All About Using Excel in Shared Shelf Shared Shelf allows importing Excel spreadsheets to create new or edit existing records. If you include your media filenames in your Excel imports, then you can easily upload and sync your media files with […]

Create, Edit, and Delete Data Using Excel

On this page… Create New Records with Excel Export and Edit Data in Excel Export and Delete Data in Excel Excel Error Reporting Create New Records with Excel Creating new records using Excel can be an efficient way to migrate from a previous system, or manage workflows in an offline capacity. Since this process recommends […]

Excel and Specific Field Types

On this page… Excel and Linked Fields Excel and List Fields Excel and Boolean Checkbox Fields Excel and Linked Work Fields You can use an Excel spreadsheet to update existing records or to add new records to your project. The first step in this process is to generate the Excel template so that your values […]

Change a Field Type for a Field with Existing Data Using Excel

Any time you try to change a field type or delete a field in which the field contains existing data in the project, you will receive this error message: In order to prevent the error, you need to clear the data from the field you want to change, but only after preserving your original data. […]

Move Data from Project to Project Using Excel

On this page… Create New Project Template in Excel Export Data from Previous Project/Demo Import Data to New Project/Live Download Media Files (Optional) On-going maintenance of projects may sometimes lead to shifting content between projects to fulfill a specific need, whether it be moving similar content into one project on Live, or even moving content […]

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