Import File Attachments

× Administrators can upload files and web links to Attachment fields on objects through the Data Import tool, by entering the web link information and file paths into the import spreadsheet, compressing the spreadsheet and files into a zip file, then uploading the zip file through the tool.

Important Notes & Requirements

  • JSON files and importing files into Image Attachment fields is not currently supported for data import.
  • Any existing files in the attachment fields are appended and not overwritten by imported files.
  • The data import spreadsheet must be in the root (top level) of the zip file. Additional spreadsheets can be uploaded by adding them to a folder (directory) in the zip file, then referencing the file path in the spreadsheet.
  • Except in the case of spreadsheets (see the bullet point above), it's not required that imported files are added to an additional folder (directory) in the zip file; however, doing so is generally recommended.
  • Paths and file names must not contain any commas.
  • Multiple files and/or web links can be imported into the same field by separating their the path/links with commas in the spreadsheet.
  • See the Attachments article for a list of file type restrictions and additional requirements.

Instructions

To import attachment files:

  1. Review the Important Notes & Requirements section above, together with the Attachments article for a list of requirements and restrictions.
  2. Create an import template.
  3. Enter the expected path and file name for any imported files in the appropriate attachment field column in the spreadsheet (e.g., Folder/filename.jpg).
    File paths must be recorded in the spreadsheet using forward slashes (/).
  4. Enter any web links in the attachment field's column, noting the following:
    • The accepted format for web links is [Display text](URL)
    • Nested parentheses are supported. For example: [Wikipedia](https://en.wikipedia.org/wiki/US_(disambiguation))
    • Any commas within the brackets (display text) are accepted. For example: [Display text, display text](URL)
    • Special characters (brackets and commas) can be escaped by adding a before the special character.
  5. Continue adding files and web links as required, separating multiple files and/or web links in the same attachment field with commas (e.g., [Display text](URL),Folder/filename.jpg).
  6. Save your changes.
  7. Create a zip file that contains the import spreadsheet, together with the files to be imported, ensuring the file structure matches the paths entered in step 3 above. See the Zip and unzip files article on the Microsoft Support site for more information on creating compressed files.The root directory of a compressed folder. The import spreadsheet must be saved at the root level.A sub-directory in the compressed file.
    The data import spreadsheet must be the only spreadsheet file in the Archive Root Directory (top level) of the zip file. If you're importing spreadsheets into the fields, add those spreadsheets to a folder (directory), then create the zip file, ensuring the correct paths are referenced in the import spreadsheet.
  8. Log into Core as an administrator.
  9. Click theicon in the top bar > Data Import in the Tools section.
  10. From the Identifier type dropdown menu, select either Object Type External Reference ID (if you’ve entered the External Reference Object Type IDs and/or the External Reference Relationship Type IDs on the spreadsheet) or Object ID (if you’ve entered the object type IDs and/or relationship IDs on the spreadsheet).
  11. Drag and drop the zip file to the upload area or click the area to locate and open the file to complete the import process.