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= CatalogIt Import User Guide =
'''Caveat Emptor:''' While our import works well for very simple spreadsheets, we do recommend that we assist with the import when the data and relationships consist of more than a single spreadsheet/CSV or when multiple concepts (object, accession, donor, etc.) are contained in a single spreadsheet. When your data includes donor and source/accession profiles, hierarchical locations, repeating values, images, and other relational information we prefer to be involved .
This user guide explains the CatalogIt Import process and the steps you can take to avoid pitfalls. Import is fairly robust and capable but does require understanding some basic principles and limitations to ensure success. The UI is functional but still needs some basic design attention and polishing. The data importing happens independently on the backend; as new Entries are created they are pushed to the frontend or client. Because of the independent and decoupled nature of how importing works, error reporting occurs via emails. If your counts after an import are not correct (or they are not what you expect) that is usually a sign that the import failed to complete successfully and you should look for an email containing details about the error(s). If an import fails mid-process any Entries that were already created will remain; you will need to delete them, correct the issue(s) in your source import data, and reimport. '''For this reason, importing into the “All Entries” Folder is not permitted -- you can only import into a Folder you’ve created (this is discussed in more detail below).'''
