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Is it possible to import data from a spreadsheet to update existing objects in M-Files?

Kelly Mowbray

I am trying to establish if it is possible to use data from an excel spreadsheet, that contains the properties from an M-Files object and update that object in the Client?  I don't need all the properties updating just specific ones.

We have certain processes where a mass update is required on specific properties of an object/class that exists and I thought/hoped the M-Files Importer would achieve it but it doesn't look that way.

Any ideas much appreciated.  Thanks in anticipation.

Thanks

Kelly

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  • 0

    Hi Kelly,

    This isn't my area of expertise, but I checked with someone much more clever than I and they said that it should be possible to do this with M-Files Importer.  They pointed me at this support article which uses the duplicate flag to identify when an update should occur: M-Files Importer - Importing document versions (site.com)

    If you're still struggling then perhaps reach out to the team who support you - your reseller or M-Files account manager - to see whether they can give you some guidance.

    Craig.

  • 0 in reply to Craig Hawker

    Hi Craig, I know it's a quite late reply, but I was wondering can the same be applied for only updating the existing documents in the system? I have around 300 documents which metadata card need to be updated but I'm not really sure how to properly map the configuration file for this to work.

  • 0 in reply to Karlo Adanic-Flinta

    If you already have a list of those documents with something that can act as unique identifiers in the Duplicate configuration it should be relatively simple to update the needed properties via Importer.

    Otherwise, if you can create a filter that will provide a list of the relevant documents in a View, then you can export that list and use it as a base for creating the import list with edited/added property values.

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  • 0 in reply to Karlo Adanic-Flinta

    If you already have a list of those documents with something that can act as unique identifiers in the Duplicate configuration it should be relatively simple to update the needed properties via Importer.

    Otherwise, if you can create a filter that will provide a list of the relevant documents in a View, then you can export that list and use it as a base for creating the import list with edited/added property values.

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