PoolParty Excel & CSV Tabular Import & Export - Overview

Abstract

This section contains a guide on how to export your PoolParty project to and import data from tabular formats, Excel and CSV.

PoolParty lets you export and import data in a tabular format on all levels of the project hierarchy. In tabular format the information is represented in the form of a table with columns and rows.

Note

We are going to refer to all functions related to either CSV or Excel files as tabular formats. Be aware, these are interchangeable.

You can enrich your taxonomy using the tabular import function:

Add concepts, top concepts and even custom schemes to your project.
You can also update existing data or add labels and relations to the taxonomy. For different languages or as synonyms for instance.
Export to the tabular format of your choice. You can edit the file and then re-import it.
Additionally, you can use the exported files to import to other PoolParty instances and projects.

In this section you can find detailed information about what to do and what to avoid in order to create compliant tabular files.

Available Excel Export & Import Topics

For details refer to these topics - or watch our video.

PoolParty Excel & CSV Tabular Import & Export - Principles and Use Cases — This section provides examples on when and why you should use the tabular import or export feature to your advantage.
- PoolParty Excel & CSV Tabular Export and Import - Use Cases — This section contains a short overview of PoolParty's Tabular import and export use cases.
The PoolParty Excel Format — Guideline to set up Excel sheets for importing data into PoolParty correctly.
- The PoolParty Excel Format with SKOS-XL Add-On — A short guide on how you can define SKOS-XL relations in an Excel sheet.
Import Tabular Table, Excel Sheet or CSV File into PoolParty — This section contains a short guide on how to import data to your project using the tabular Microsoft Excel spreadsheet or a CSV file import function.
Add Data via Excel — Learn how to add data to already existing taxonomies in PoolParty using Excel files.
Export an Excel Sheet from PoolParty — The section contains the necessary steps you have to follow to export an Excel file.
Export a PoolParty Project to Excel or CSV — The section contains the necessary steps you have to follow to export to an Excel or CSV file.
Export a Tabular Subtree to Excel or CSV — The section contains the necessary steps you have to follow to export a Tabular Subtree into Excel or CSV.

Tip

If you would like to learn more about this topic, please watch this PoolParty Academy Tutorial video:

2.11 How to import and export Excel Sheets

When the video is not available, you can sign up to the PoolParty Academy.

In this section: