Bulk Uploading Boxes

Select Records Management | Bulk Upload. The Bulk Upload Status screen displays.
Download a data entry template:
- If you separate columns of data with a comma ( , ), select Bulk Box Creation Template.csv from the Templates dropdown
- If you separate columns of data with a semicolon ( ; ), select Bulk Box Creation Template (Intl. semicolon).csv from the International Templates dropdown
Open the template. The columns on the template correspond to the data entry fields on the box record. If a field is required by Iron Mountain or by your system administrator, you will need to include it in your bulk upload. Leaving it blank will generate an error and prevent the entire file from uploading.
NOTE: Your required fields display with a red asterisk (*) in the Box Details screen.
Copy and paste or enter data for up to 200 boxes. Follow Iron Mountain's formatting guidelines to minimize errors during upload and reduce the amount of time required for the upload process.
If you enter dates in International Organization for Standardization (ISO) format (YYYY-MM-DD), enable your file to retain that formatting:
1. Press Ctrl-A to select all of the rows of data.
2. Select the Home tab.
3. Change the format that applies to number cells from General to Text.
4. Repeat this step each time you re-open the .csv file.
NOTE: Each time you open the file, you must repeat the steps to enable the ISO date format.
Set the country and Save your file in .csv format with a unique name. If the file fails to upload, you will be able to correct and re-upload this .csv file.
Select Bulk Upload | Bulk Upload Boxes to begin the process of uploading the .csv file that you formatted. The Bulk Upload Boxes screen opens to the Select File step in the wizard.
Click Browse. Locate and open the .csv file that you formatted.
Select the Date Format that you used when entering dates in this .csv file:
- MM/DD/YYYY American date format
- DD/MM/YYYY European date format
- YYYY-MM-DD ISO date format

Click the Box Type lookup . The Choose Box Type screen opens. The most commonly used Iron Mountain boxes display.
1. If necessary, select a different country.
2. Click to highlight and select the type of box.
  NOTE: If you are not using an Iron Mountain-supplied box, select a box that is equal to or greater in dimension that the box you will be using.
  
  Note Box

Click Upload>. Iron Mountain Connect Records Management begins processing the file and a confirmation email is set to the email address in your user profile:
- Processing Successful: Once processing has successfully completed, a unique ID is assigned and the .csv file is queued for bulk upload. There may be a delay before Iron Mountain Connect Records Management begins bulk uploading the boxes in your .csv file.
- Processing Failed: A failure message displays immediately. Correct the ORIGINAL .csv file, then repeat this process from step 5 with the corrected file. Refer to the File Processing Errors section in Correcting Bulk Upload Errors.
If processing was successful, select Bulk Upload | Bulk Upload Status to check the upload status:
- Upload Successful: Mountain Connect Records Management successfully created the box records from the .csv file. Click the green link to the right of the upload ID to open the pickup list containing the boxes.
- Upload Failed: Click the red link to the right of the upload ID to view the system-generated error file containing data upload error messages. Correct the ORIGINAL .csv file:
  - Correct all items that caused errors.
  - Remove all items that already successfully uploaded.
  - Repeat this process from step 5 with the corrected file. Refer to the Data Upload Errors section in Correcting Bulk Upload Errors.