Add Data via Excel

Learn how to add data to already existing taxonomies in PoolParty using Excel files.

In addition to importing new data to PoolParty via Excel, the Excel import allows you to add data to existing concepts.

Rules for a Compliant Excel Sheet

Make sure to observe the rules for importing Excel sheets into PoolParty.

How to Add Data to the PoolParty Project

In order to add to existing data, Enable Updates:

  1. Open your PoolParty project.

  2. In the main menu, click Project .

  3. In the submenu select Import, in the expanding submenu select Excel Project Import.

  4. The Excel Import dialogue opens, which lets you choose the path to the Excel file you created before. Make sure you check the box for Enable Updates.

  5. The Data Validator checks the data's validity. The check box next to Data Validator then is active by default. Uncheck it, if you don't want to use the assistant.

  6. Confirm your selection with Import.

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Adding Data using Excel - Rules and Results

Adding data will produce the following results:

  • PoolParty will execute a check for every row in the sheet, if the concept already exists. In that case the data in the import file is added to the existing concept.

  • Attributes that can only be applied once e.g. skos:prefLabel or a custom attribute defined like that, cannot be updated.

    • Such data in your Excel import sheet will result in an error during import.

  • Using this procedure also will make sure that existing concepts will be reused to avoid the creation of duplicates.

  • Relations can only be created, if the related concept already exists in the project or has been created in a previous column in the Excel import sheet.

Note

The function in PoolParty is called add data, since existing concepts and concept schemes can be extended.

PoolParty will not update existing data by overwriting existing values.

Warning

Be aware that you cannot make any changes to your project (e.g. SKOS conversions, concept linking), if you are using the Data Validator (PoolParty Advanced Server or higher licensed) and have not finalized the import by using Save or cancelling it.

If you try to import data into a PoolParty project with an unfinished import present, a message will be displayed pointing to that fact.