Accruent Meridian Explorer 2020 User's Guide

Create an Import Package

You create a new import package to upload items from your PC or from a network location to a vault.


You must have the Create and edit permission in the import profile that you want to assign to this package in order to perform this task.

To create an import package:

  1. On the home page, in the right sidebar, click Import Packages. The Import Packages page appears.
  2. In the toolbar, click New or in the app bar, click NEW. The NEW IMPORT PACKAGE dialog box appears.
  3. Click options or type values using the descriptions in the following table.
New package options
Option Description

Identification group

Source metadata (.xlsx)

Local MS Excel workbook file that contains metadata for the items in the package. The rows in this file will be assigned to the imported items according to the options set in the import profile that you specify for Import Profile. This file must include at least one worksheet that contains the metadata for the items. The name of the worksheet must be specified in the Document table option of the import profile.


By default, items are imported to the Released state. To set a different destination workflow state, specify it in the Workflow State column using this syntax. Leave the column empty to import the items to the Released state.

SDWF:<StateName> for standard document type workflows. For example: SDWF:DWFS_RELEASED
CWF:<WorkflowName>.<StateName> for custom workflow definitions. For example: CWF:cwfBasic.Approve

The valid standard document type state names are:













Unlisted or invalid state names will not be imported; the document status will be blank.

If the items listed in the worksheet contain references to other files in the package or in the vault and you want to create corresponding Meridian Enterprise references for them in the vault as they are imported, the workbook file should also contain a worksheet of reference data. The name of this worksheet must be specified in the Reference table option of the import profile. The items (including revision numbers) specified in each row of the reference worksheet must have corresponding rows in the items worksheet.

For more information about the structure of this file, see the description of the Template option in Create an Import Profile.

To provide a metadata file:

  1. Click the Browse icon . The Open dialog box appears.
  2. Select the workbook file that you want to upload and then click Open. The name of the selected file appears in the text box.

Package name

The name of the package as you want it to appear to users.


The description of the package.

Import profile group

Import Profile

Name of the import profile with which to process the package. The package can only be imported to projects in the vault that is specified for the Destination vault option of the import profile. For information about creating import profiles, see Create an Import Profile.

To download a metadata spreadsheet template that contains all of the necessary worksheets and column definitions that are specific to your environment, ready for you to add the metadata values, click Download XLSX Template button and save the file somewhere on your PC.

Source files group

Source archive (ZIP)

Local or network folder or archive file name (excluding extension) that contains the items in the package. This name (or relative path) is appended to the location specified for Address in the import profile that you specify for the Import Profile option.

To validate the import profile and the source archive:

  • Click the Test icon . The icon changes to show the results of the validation. A tooltip shows details of the validation.

If the source files are contained in a sub-folder instead of an archive file, enter the folder name and enable Use content from a folder.

If you only want to import the metadata and no files (such as for asset tags), enable Process the package without document files.

  1. Click OK. The spreadsheet and source items are uploaded to Meridian Enterprise Server and will be imported using the options that you selected.