Importing terms

Who can use this feature

  • Supported on Team and Enterprise plans

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 Terms 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 template, 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 column. 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, click 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 have run into errors. When that happens, we'll provide a CSV error report that will 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.

Still need help? Contact Us Contact Us