Create a Data Import Template

  • Core Administrators must create a Data Import Template with their company’s existing data. Even if starting without formal reporting in place, the Data Import Template provides a brainstorming outlet for Admins about their previous incidents (e.g., an on-site theft), as they populate the spreadsheet with what information they currently have.
  •  The Core Data Import settings will generate a Data Import Template that contains:
    • Separate worksheet tabs for each object type and relationship added to the template
    • Columns for each supported component in Core. 
  • After generating the Import Template, administrators then enter their company’s library data in the relevant tabs and re-upload the spreadsheet into Core. 
The import template doesn’t automatically generate columns for the Location property. To successfully import location data, these columns must be added manually. See more: Import Location Data.

A relationship worksheet in the template.

To generate a Data Import Template:

  1. Click theicon in the top bar > Tools > Data Import.
  2. Scroll down to the Export Data Import Template section. 
  3. Select all the object types and relationships you wish to add to the template.
  4. Click Export to download the template as an Excel spreadsheet. Note: If you selected many object types and relationships, there may be a delay before the download begins.
  5. Click the file at the bottom of your browser to open the Data Import template.
    • The default filename is your organization's name with the date the template was generated.
      Clicking Export (bottom right) starts the Data Import Template download.
The Export button will be grayed out if no object types or relationships are selected in Core.