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How to import and export entities and attributes via Excel files

How to import and export entities and attributes via Excel files

 


General information

Important changes with Ellie 7.0 release

With the introduction of subfolders and sub-glossaries in Ellie 7.0, the Excel import/export functionality has been enhanced to allow users to manage glossaries within any folder or subfolder that contains a sub-glossary. While the core workflow remains consistent, users now have the flexibility to select the specific folder they wish to work with before initiating the import or export process.

Accessing the Import/Export Feature:

There are two methods to access the Import/Export functionality:

  1. Via the Left Sidebar:

    • Click on the Import/Export button located in the left sidebar.

    • A popup will appear prompting you to select the folder you want to work with.

    • Choose the desired folder or subfolder that contains a sub-glossary to proceed.

 

image-20241114-080150.png
Glossary Import/Export selection popup
  1. Through the Folder's Advanced Actions Menu:

    • Navigate to the specific folder or subfolder you wish to work with.

    • Click on the triple-dot (advanced actions) menu associated with that folder.

    • Select the Import/Export option from the dropdown menu.

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Import/Export glossary function location in the folder view

Importing Entities and Attributes:

Once you've selected the appropriate folder with a sub-glossary, you can proceed with the Import / Export workflow.

The basic workflows

The user, who has either write- or admin-level access, wishes to add, modify, replace, or remove Entities and Attributes in their Ellie.

The current Import feature offers three options: Insert, Update<