Importing terms

What's in this article:

• Introduction
• Step 1: Preparing your import file
• Step 2: Matching columns
• Step 3: Reviewing any errors

Introduction

To import a list of terms, go to the Terms page and select the Import icon:

Step 1: Preparing your import file for upload

First, you'll need to prepare an import file. We accept either CSV or XLSX files, up to a size of 5MB.

Start with a template

Templates: CSV template | XLSX template

When using these templates, keep the headers as they are written to help us auto-match data from your import file to our terms fields.

However, be sure to delete the first row of instructions and the example data. You can also remove any columns you won't be importing. At minimum, you need to include a term and type column. 

First time using terms? Read about terms and what different field types are for here.

Tips on formatting your columns

Type

Accepted values: approved, don't use, pending

Part of speech

Acceptable values: noun, verb, adjective, adverb

Tags

Multiple tags can be added via the same column as long as they are comma-separated

Do example, Don't example, and Common mistakes

If you have multiple of any of these, add them as separate columns. For example, if you have 3 common mistakes, then create 3 columns, each with the header: "Common mistake"

Step 2: Matching columns

Once you upload your file, we'll auto-match the headers from your file to our terms fields. Below is a screenshot of an import where all columns were auto-matched.

If we can't match all the columns, it's usually because the column headers are written in differently than in the template. However, you can still manually match the column yourself.

Unmatched columns will show up in red. As long as the term and type columns are matched, you can continue the import without matching other columns. If a column is unmatched, we won't import the data in that column.

To match a column, select the column dropdown menu and choose which term field your column should be matched to.

When you're done matching columns, select the Import terms button to begin your import.

Step 3: Reviewing any errors

With a successful import, you'll be taken back to your Terms page and your imported terms will be ready for you.

In some cases, your import may ‌run into errors. When that happens, we'll provide a CSV error report that'll let you know which terms ran into errors and how to resolve them. 

You can adjust your import file to fix the errors, then re-run the import for the remaining terms.