Import Document Links From a Spreadsheet
LandTracker can import document links from an Excel spreadsheet. When importing data from legacy systems, ensure the column order is as specified.
To prepare a spreadsheet for import:
Important: Column names are space and case sensitive, they must be written exactly as below.
- Enter the required columns:
Asset—The name or code of the asset.
Note: Asset names must be exactly as they are in LandTracker. For example, tenement names should not include spaces or suffixes.
Note: It is recommended that the name or code is unique so that documents link to the correct asset.
- Path—The location and name of the document. This can be one of the following:
- Local (example: E:\Foldername\Filename.docx)
- A UNC path (example: \\server-srv1\Foldername\Filename.docx)
- A URL (beginning with http or https)
- Enter any of the following optional columns:
- Asset Type—Tenement, agreement, environmental
- Summary—Description of the document.
- Comments—Anything to be included in the documents Comments field.
To import the document links:
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On your computer, open the spreadsheet you want to import and select the tab containing the columns to be imported.
Note: If the document is in protected view you must select Enable Editing as LandTracker must be able to write to the spreadsheet.
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On the Dashboard under the Groups and Links section, click Manage Documents.
The Edit Admin Documents screen displays all document links created in LandTracker.
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Click Import.
A confirmation message displays the number of document links to be imported.
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Click Yes.
A confirmation message displays when the import is complete.
Note: If there are errors, they are added to an Import Status column on the spreadsheet. Errors include:
- File not found—The file is missing or the name or path is incorrect.
- No matching asset found—The asset does not exist in LandTracker. Check format and spelling.
- Required field(s) missing—Mandatory columns (Asset and Path) are missing.
