Map fields

District- and site-level users can import data into a single resource type using a CSV or XLSX file. When the file and appropriate resource type are selected (Catalog > Import Resources > Add/Update sub-tab), the Map Fields page shows all the fields available for the selected resource type.

Note: At this time, you cannot map fields from a CSV or XLSX file to import for textbooks.

To map fields:

  1. If the first row in your file defines each column, skip it by selecting the First row contains header information and will be skipped checkbox.
  2. At each drop-down, select the column from your file that associates to the General Resource Description Fields and Item - Specific Fields.
    Map Fields page.

    Notes:

    • If you skipped the header row, the column names appear in the drop-downs; otherwise, you will see Column A, Column B, etc..
    • The Displayable Name field(s) listed at the top of the page are required.
    • The Site drop-down only appears when importing at the district-level and is a required field. Use either the Site Short Name or Alias in your import file.
  3. When you are done mapping all the fields, click OK. The Import Resources page appears.
  4. To check the results before importing, click Preview.

    Note: The Preview function reads the incoming records, compares them to the existing records, and generates a Job Summary – but does not actually import the records. After the preview, you can look over the report and decide whether your import settings need any adjustment.
  5. When the Job Manager page appears, click View to see the Job Summary.
  6. If there are errors, fix them and repeat this process. When no errors show, click Import.