Add Custom List Items: Template Import

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With a Custom List template, you can quickly add multiple list items to a list at one time. Download a copy of the list template at the bottom of this article, or download it from your guide in Builder.

Please don’t change anything in Row 1 of the template. Builder is pretty smart, but it needs some help sometimes. Please keep these column headers unchanged so Builder knows how to read your data correctly!

In this article, we will cover:


Watch this video to learn how to download the template, add list item data to the template, and then upload the template into Builder.

 


Downloading the List Template

You can download a copy of the list template at the bottom of this article, or you can find it in your guide in Builder. Click on any custom list menu item, and then click “Import from file” .

import_button.png    --  Screen_Shot_2017-06-02_at_2.06.13_PM.png

Near the top-right corner of this window, look for “Templates”. Click either "Custom List Items (XLS)" or "Custom List Items (CSV)" to download a template.

You can use Microsoft Excel, Apple Numbers, Apache OpenOffice, or LibreOffice to open the template files. Please keep in mind that Excel may not handle special characters (like accents) well. Excel cannot encode in UTF-8, which is the preferred text format that Guidebook uses. OpenOffice and LibreOffice are free to download from the links above! 

 


Adding List Item Data to the List Template

Now that you have a Custom List template, it's time to put your list item information into the spreadsheet. 

Note: Please don’t change anything in Row 1 of the template. Builder is pretty smart, but it needs some help sometimes. Please keep these column headers unchanged so Builder knows how to read your data correctly!

ListImportImage.png

If you would like to import images along with your list template, please visit this Support article here. Otherwise, you can use the template to import all of the text, then go back in and manually add your images. 

 


Uploading a List Template into Builder

After you've aded your data to the spreadsheet, you're ready to import the template into Builder.

In your guide in Builder, click on the Custom List menu item you're working on. Then click on the "Data import" button.

Then, click "Start Import" on the left side of the screen, under the "Import list items" heading. 

Screen_Shot_2017-06-02_at_2.06.17_PM.png

This will open a file browser; please select the list template you were working on. Then click "Import data".

  • Note: Builder will ask if you would like to "Replace duplicate entries". If you leave this disabled, Builder will add your list items as new data. If choose to enable this option, Builder will look for any existing list items with the same name and overwrite them with the information in your template. Please be absolutely sure you need to overwrite data before enabling this option. 

Now What?

You will receive an email that says "Success" or "Whoops!" (Make sure to check your Spam folder if you don't receive this email!)

If you see a "Whoops!" message, please make note of the error message details provided and check out our handy troubleshooting article here

 


Pro Tips and FAQs

Are you looking for help with an error? Click here for our troubleshooting notes.

 

When I try to open my CSV file, a window pops up asking me to select punctuation, such as "tab", "semicolon"  or "comma". What should I click?

Deselect all options except for "comma", and then press OK.

 

When I convert my Excel file into a CSV file and open it again, there are strange marks in the text (i.e. white question marks on black diamonds). What do I do?

This is probably a side effect of using non-standard characters in your text fields. Many characters that appear when typing in Microsoft Word/Excel, such as the n-dash or curly quotation marks, are proprietary and non-standard.  When transported into a CSV file or a UTF-8 encoded file, they fail to render properly. We recommend uploading this file in .xls format to avoid this encoding issue or by editing using either of these free spreadsheet editors: Libre Office or Apache Open Office.

 

I have uploaded list items, but now I want to make changes and/or add more list items. How do I do that? 

We recommend exporting your custom list so you have one spreadsheet with all of those list's items in one place. Click here to learn how to export your list spreadsheet. Make changes to your data there and/or add new list items to that spreadsheet, then re-import it into Builder. You'll notice the exported data will have List Item IDs; Builder generates these for you so it can keep track of your list items without duplication or loss of data. 

 

My list data doesn't fit into these columns. How do I add the list data I want?

If you change the column headers or add your own columns to this spreadsheet, Builder will not be able to read your data. Use the Description field to contain as much information as possible about your list item. Click here for help with concatenation (combining cells to put data in one cell). Click here for help with HTML for things like phone numbers and email addresses. Some information may be best included via linking

 


If you need additional help, please contact us at Support@guidebook.com.

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