About importing properties from Excel

The optional Mass Update add-on enables you to import updates to document properties from an Excel spreadsheet. This allows you to edit properties offline in tabular format, which is useful for updating properties from external sources, for example, scheduling systems or supplier document management systems. The Mass Update add-on also enables you to export document property values from Project Portal to an Excel worksheet. This can be useful to create a list of documents and their properties to be updated by external sources before you import the changes back into Project Portal. Both operations are configured using mapping templates that specify which Project Portal properties correspond to which Excel columns.

Notes

• The Mass Update add-on must be installed and configured on the Project Portal server to use these features. You can verify this by a Mass update link in the General section of a folder property page and a Formatted Export link on the Clipboard menu. If Mass update is visible but not Formatted Export, the Mass Update add-on is outdated. Contact a system administrator.
• For performance reasons, the add-on is limited to Excel tables with a maximum of 1000 rows. Larger tables will produce an error message.

Working with the Mass Update add-on is described in the following topics.