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Importing and Exporting CSVs in Collections
Importing and Exporting CSVs in Collections

The CSV import & export feature simplifies the task of updating large amounts of assets

Written by Milo Trzcinski
Updated over a week ago

To help out Edisen power users, we introduced the CSV Import & Export feature, allowing users the ability to quickly update metadata on large numbers of assets in batches via a CSV-driven process.

Note this can only be done at the Collection level and will export all data from the selected collection.

How to Export a CSV

From your Collection view, click the Actions tab in the menu bar at the top of the page:

Select the Export CSV option:

Once selected, you will be presented with a choice of data you can export into a CSV, including Metadata, Permissions and Path.

'Metadata' will export the metadata of all assets in that Collection;
'Permissions' will export the access rights of all users on folders and assets in that collection;
'Path' will export the paths to each asset in the collection.

Once you have selected the data you wish to export, press Enqueue:

Your selected CSV is now enqueued, and you will see a confirmation pop-up and instruction to go to the Activity page:

To download your CSV, click the Activity tab on the organization's left-hand menu bar.

Your CSV file will be listed as 'Exporting CSV for all assets in the organization', click anywhere on that item (it will be highlighted if you hover over it):

This will bring up a pop-up, click on the Download arrow in the bottom right corner of the pop-up:

Your CSV will now be available in your Downloads folder on your laptop.

Note you may need to 'Open With' in order for your CSV to be read in Microsoft Excel.

Once opened, the layout of the CSV will be as follows, with all corresponding metadata fields as column headings:

You can now make amends to those fields directly in the CSV, ready for re-importing and updating all the metadata in your Collection.

How to Import a CSV

Once you download the CSV and have made your changes, you can now import this back into the collection.

Ensure you save the new version of the file and navigate back to the Edisen platform.

In the Collections page, click the same Actions tab from the menu bar at the top of the page, and this time select 'Import CSV'.

Now simply select the updated CSV from your local machine and select 'Enqueue' to begin the import process.

As before, the status of the imported CSV can be seen from the Activity tab on the left-hand menu bar:

If you then click on the item, a pop-up will display details of your imported CSV, including any errors (and their reason, in case they need amending) in an Execution Log:


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