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Synchronize PoolParty Taxonomy to Term Store

You can use the PoolParty for SharePoint Administration application to upload a copy of a PoolParty taxonomy (project) to Term store.

  1. On the the page with PoolParty for SharePoint Administration, select Sync with Term store.

  2. On the Run synchronization tab, select the PoolParty taxonomy you want to synchronize.

  3. Type in a name for the new term group, which will be created in Term store and will be populated with concepts from the selected taxonomy.

    Warning

    Don't use this functionality to upload taxonomies into existing term groups as it might disrupt the mapping between term IDs and concept URIs in PoolParty. If you have made changes to a PoolParty taxonomy and you want to reflect them in Term store, update the PoolParty taxonomy in Term store.

  4. Start the synchronization with Run synchronization.

    Synchronize-PoolParty-Taxonomy-to-Term-Store.png

    Depending on the size of the taxonomy, the synchronization may take a significant amount of time to complete. You can safely navigate away from the application or close the browser window while the synchronization is in progress.

    You can check the status of the synchronization on the Synchronization results tab or in the Term store synchronization logs. If it has ended with an error or warning, you can re-run the synchronization from the Synchronization results tab.Access Application's Reports and LogsReference: Reports and LogsReference: Reports and Logs

    Note

    If you make any changes to the taxonomy in PoolParty and want to reflect those changes in the term group in Term store, you need to update the taxonomy on the Synchronization results tab.

    The log details on the Synchronization results tab will be truncated (marked with three dots) if they are too long. To see the whole log, follow the procedure below.

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