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How Do I Bulk Import Library Entries From an Excel Document?

Jodie Baer
  • Updated

Quickly and efficiently add to your current repository of information via Library Import from Excel: Copy and paste your Question-Answer content into our Library Import Excel Template, which allows you to specify Category, Subcategory, Alternate Questions, and Tags for each Question-Answer pair.

 

Permissions Required: Library, Level 3 (Full Access) permissions are required to Bulk Import content into the Library.

To import using the Loopio Excel Template:

  1. Click Import Entries
    A_screenshot_of_the_Import_Entries_button.png
  2. Click Loopio Excel Template
    A_screenshot_of_the_Library_Import_modal_with_the_Excel_Template_option_indicated.png
  3. Select the default Stack for your Library Entries - This will define the Stack in which your new Library Entries will be created
    A_screenshot_of_the_Library_Import_modal_with_the_Select_Library_Stack_option_showing.png
     

    Subscription Required: Stacks are available on select subscription plans only. Contact Support to learn more: Send an email to Support

  4. Download the Excel (Empty) Template. If you would like to see an example of a filled out Template, download and view the Excel (Sample) file
    A_screenshot_of_the_Invalid_Row_error_message_with_a_box_around_the_download_button.png
  5. Open the Excel (Empty) Template on your desktop, and copy and paste in your content. Save the file. Content must be uploaded using the provided Excel Template
  6. Return to the Loopio dialogue box in your browser, and click Next  
  7. Click Browse, select your filled out Loopio Excel Template, and click Upload  
  8. Indicate the content’s language, and click Upload 
    A_screenshot_of_the_Loopio_Library_Bulk_Import_Upload_modal_for_Excel__with_the_language_field_indicated.png
     

    Subscription Required: The language field is only available with Multi-Language Library. Multi-Language Library isn't available on all subscription plans. Contact Support to learn more: Send an email to Support

     

    Note: Loopio currently allows you to label Library Entries as German, English, Spanish, French, and Portuguese. An “Other” option is provided for labeling Entries not captured by one of these languages.

  9. Verify that the details listed are correct, and click Confirm

Loopio will automatically detect potential duplicates or invalid rows with your import template. If you would like to view which rows are invalid or potential duplicates, you can download and review your import template.

A_screenshot_of_the_Download_and_Review_screen_for_a_Library_import.png

From the download, each row is color-coded to tell you which rows are valid (green), invalid (red) and potential duplicates (yellow).

In your Review sheet, you can scroll to the right, and a new column labelled as Error will be added. This column will contain information on which Library Entry is a potential duplicate, or the error. 

Why Am I Seeing An Invalid Row Message When Importing Content to my Library from the Loopio Excel Import Template?

If errors are identified in your Loopio Excel Template, you will see an Invalid Row Error during your Import process:

A_screenshot_of_an_Invalid_Row_error_message.png

You can identify the rows that contain errors, and correct them to import all desired content into your Library.

To See and Fix the Invalid Rows and Errors:

  1. Click download to review all rows that are invalid in Excel
    A_screenshot_of_the_Invalid_Row_error_message_with_a_box_around_the_download_button.png
     

    Note: Clicking Confirm will import the content that does not contain errors.

  2. In Excel, the Invalid rows are marked in red
    A_screenshot_of_the_invalid_rows_in_Excel.png
  3. Scroll to the right of the Excel file to see the "Error" column, and make adjustments to the rows before saving and reimporting your Content

How Can I Prevent Invalid Rows in My Excel Library Import Template?

  • Use Commas (,) to separate Tags (eg. Company, Revenue, 12-22-2017)
  • Tags can include any punctuation except < > ? ; ; { } = ` , 
  • Tags cannot exceed 100 characters
  • There is a limit of 20 tags per Library Entry

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