Lists - Import and Export

Lists Import and Export

Lists are a powerful way to organize your organization's standardized allowed metadata to be presented on a submission table. Users can select field values from a predetermined list, which adds convenience in the submission process and provides consistent metadata values for accurate and cleaner reporting.

The List Import and Export features are available to streamline management of your lists. For large lists especially, creating or updating columns in a spreadsheet may be faster than in the Data Standards Cloud UI. You can also export your list data out of the Data Standards Cloud to reference elsewhere.

Import a List

Important: Uploading a new file will completely replace your current list, including all headers and data. Row 1 of your upload file becomes the column names in your list. Ensure your upload file has the desired structure before importing. Status values are not included in imports and will reset to their default state.

To import a list:

1. Navigate to an existing list.

2. On the Edit List page, click Import List to begin the import process.

   

3. In the List Import popup, click Choose File.
4. Select the CSV file from your computer. Once the file is selected, an import status appears in the List Import popup.
5. After the CSV file imports successfully, you will be routed back to the Edit List page to view your updated list.

Export a List

You can export any list to CSV for offline review, backup, or use in other tools.

To export a list:

1. Navigate to the Lists menu.
2. Select the list you want to export.
3. Click the Export button in the top right to download a CSV of the selected list.

Tips and Best Practices

• Export before importing. Because import is destructive, export the current list to CSV first so you have a backup if you need to roll back.
• Check your headers. Row 1 of your upload file becomes the column names in your list, so confirm the structure is correct before uploading.
• Verify after import. Once the file imports, review the Edit List page to confirm the values and columns look as expected.