Create an Import template

Select Version of EA Desktop:

When importing records from an Excel file it’s beneficial to be able to create an import template. This tool will create a blank file that you can fill in and then use to import the records.

To create an Import template:

  1. Open a Catalog session.

  2. In the Files or Media panel, right click and select Create import template from the context menu.

  3. The Import Template Selector opens.

  4. Select between creating a single sheet or multiple sheets. The tool will export columns that can be imported based on the configuration.

  5. Click Save. The save file panel opens.

  6. Navigate where you want to save the template, then select Save.

  7. The template will be saved, and will open in Microsoft Excel.

  1. Open a Catalog session.

  2. In the Files or Media panel, right click and select Create import template from the context menu.

  3. The save file panel opens.

  4. Navigate where you want to save the template, then select Save.

  5. The template will be saved, and will open in Microsoft Excel.