In addition to adding metadata through your library portal, you can also import metadata from a CSV document and associate that info with your files. This is commonly used when onboarding to Image Relay from other systems, or performing mass updates.

Note: You must be an Admin to perform this import.

  1. In the folder tree navigation bar to the left find the relevant folder you wish to update.

  2. Click the elipse (...)  to reveal the dropdown menu and choose Import Metadata.

  3. Browse and choose the CSV file you would like to upload from your local machine. There is an option to Overwrite Existing metadata in the files. Make sure you carefully consider what is already in the system before choosing to overwrite.

    This import has a limit of 10k rows. If you have more than 10k rows to import, just break it up into multiple CSV documents. If you need more information on how to set up your CSV, please read this article on how to format your CSV for import.

  4. Click Import, and your metadata will be associated with the files. You will receive an email once this is complete.

If you are using an Excel document to compile the metadata, you will need to save that document as a CSV file before importing to Image Relay. The CSV should be formatted as UTF-8 with column headings that match your File Type fields (Description, Date, etc) 

Related Topics:
Set up CSV Doc for Importing Metadata

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