Select Records Management | Bulk Upload. The Bulk Upload Status screen is displayed.
Download a data entry template:
If you separate columns of data with a comma ( , ), select Bulk File Creation Template.csv from the Templatesdrop-down
If you separate columns of data with a semicolon ( ; ), select Bulk File Creation Template (Intl. semicolon).csv from the InternationalTemplates drop-down
Open the template. The columns on the template correspond to the data entry fields on the file 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 are displayed with a red asterisk (*) in the File Details screen.
Copy and paste or enter data for up to 200 files. Follow Iron Mountain'sformatting guidelinesto minimise 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:
Press Ctrl-A to select all of the rows of data.
Select the Home tab.
Change the format that applies to number cells from General to Text.
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.
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 Files to begin the process of uploading the .csv file that you formatted. The Bulk Upload Files screen opens to the Select File step in the wizard.
Click Browse. Locate and open the .csv file that you formatted.
Select theDate Formatthat 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
ClickUpload>.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 your .csv file.
Processing Failed:A failure message is displayed immediately. Correct the ORIGINAL .csv file, then repeat this process from step 5 with the corrected file. Refer to theFile Processing Errorssection inCorrecting Bulk Upload Errors.
If processing was successful, selectBulk Upload | Bulk Upload Statusto check the upload status:
Upload Successful: Iron Mountain Connect Records Management successfully created the file records from the .csv file. Click the green link to the right of the upload ID to open the collection list containing the files.
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 have already successfully uploaded.
Repeat this process from step 5 with the corrected file. Refer to theData Upload Errorssection inCorrecting Bulk Upload Errors.
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