Resource / Business Directory


 





Import Resource Directory

Who can use this feature?

Engage_-_System_Admin.png

 

Overview

This article will show you how to import items from your computer into your Resource Directory.

Format Rules

  • Import files must be the .CSV file type
  • Strings do not need to be surrounded by single(') or double(") quotes.
  • The following 16 fields are required, and have to be in the specified order:
    • Notes
      • Empty fields should contain a space
      • The number in parenthesis is the maximum number of characters for that field
      • New Lines are not allowed in any field
      • Blank Lines are not allowed anywhere in the file
    • Business Name (255)
    • Contact Person Name (100)
    • Address 1 (255)
    • Address 2 (255)
    • City (30)
    • State (3)
    • Zip Code (10)
    • Link to Map (1) -- 0=no, 1=yes
    • Phone - Number (40)
    • Fax - Number (40)
    • Email Address (200)
    • Show Email As (200)
    • Link (web address) (http:// required) (255)
    • Link Text (255)
    • Open link in new window (1) -- 0=no, 1=yes
    • Description (1000)
  • Any fields past the required 16 are categories with which to associate the business.
  • A business may be associated with no categories, 1 category, or any number of categories.
  • Each category must be listed in its own field.

Instructions

  1. Navigate to Modules > Content > Resource Directory
    resource_directory.png
  2. Click Import Items
    import_items.png
  3. In the new window, click Browse to locate the text file containing the information you wish to import
    browse.png
  4. Find and Open your file
    Open_Import_Resources.png
  5. Review your Yes/No questions:
    yesno.png
    • First line contains field names?
    • Delete all existing entries?
    • Automatically publish all imported data?
    • Note: Caution - If you include email fields with more than one email address in them, or with body, subject text, etc. They will not be hidden from spammers. Please format your email addresses in the standard user@domain.com format.
  6. Click Upload File
    upload_file.png
  7. Click OK to the popup that says All records were imported successfully
    OK2.png
    • Note: The popup may display a note that says Duplicate data was found and not imported.



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    Johanna Silverthorne

    This article contains conflicting (and wrong) information. In several places you say that we need to upload a CSV file, but it actually needs to be a txt file. Rule #1 states that the uploaded file must be in CSV format, and your picture in step 4 shows the CSV file being selected. In step 5, the file is now a txt file with a different name. Having the files you show in the browser (step 4) and next to the "browse" button (step 5) be named the same and having the same (correct) file extension would be a real help here. Thanks so much! :-)