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1. From Settings under the Management menu
2. Depending on the Record Type being imported, select Import Records, Import Files or Import Box
3. Under template, Select Add new (to create a new import template or select an existing template)
4. Provide a title for this template
5. Under Mappings provide the Source Field value that maps to the Destination Field
• Source Field: Refers to a metadata field currently on the record that should be mapped to a specific RecordPoint field
• Destination Field: Refers to a field in RecordPoint content type where the data can be imported into
• Field Type: Refers to the type of field being imported. When the field is used for Manual Classification the value must be Taxonomy.Term
6. Repeat step 5 for all required fields
7. Provide the Content Type for this record
8. Click Add
9. Download Template 

10. Populate the template with the required records data (beginning at 'first row of data')

    Info
    When populating date fields this needs to be in UTC time with format yyyy-mm-ddTh:mm:ss When populating Taxonomy.Term field types please ensure that the value is the entire path of the term separated by ":". For example COMMUNITY RELATIONS:Ceremonies:1009 When importing template via PowerShell, the Container field is required to be in the following format format: e.g. B0000000004|Box;#B0000000004

11. Click Save
12. Browse for the template and click Upload
13. Items ready for import will now be shown, listed according to the destination field being mapped
14. Select the items to import
15. Click Import
16. Import result confirmations will be shown

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