RecordPoint provides a method for the import of non electronic records (records, files and boxes) using a spreadsheet.
Note: This process applies to records, files and boxes |
The non-electronic content type that will store the records must be reviewed to ensure all required and mandatory fields are included in the import file.
From RecordPoint:
In RecordPoint:
Populate the template with the required records data (beginning at 'first row of data')
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 |
Source Field
Destination Field
Content Type
Import Template
Name | Assignee | Location |
Record1 | Tom Smith | Sydney |
Note: The import mapping values will need to exist in RecordPoint e.g. For Assignee (Tom Smith) and Home Location (Sydney).
In addition, the import mapping values need to be in the same format as set it RecordPoint e.g. Date Registered needs a field type of System.DateTime.
In RecordPoint: