How do I upload Resources in bulk using a CSV file?
Resources can be uploaded in bulk by using a CSV (spreadsheet type) file. Resources uploaded with a CSV file must already be located on the web and have a URL that links to them. Resources stored on your computer can not be uploaded with a CSV file.
1. Navigate to the Resources tab
2. Hover over "Export Data" (1) and select "Complete Resource List" (2)
3. Open the spreadsheet and remove all rows excluding row 1. Keep only the following columns listed below.
Folder - determines organization of the Resources section
Display Name - name of the Resource that is seen by end users and customers (this can match the File Name)
File Name - name of the Resource that is used by the administrative team (this can match the Display Name)
SourceURL - location of the Resource on the web
Secure - determines if the Resource can be emailed from the FatStax app
Priority - determines the order in which Resources are downloaded
Keywords - searchable words within the Resources section of the FatStax app
4. Save this file as a template for all Resource imports
5. Populate the fields
The only required field to upload Resources is the "Url" field. However, we still suggest at least filling in the Folder name and Display Name, as well. Otherwise, the Resource will be named as the name from the URL and it will be placed in the Home folder.
Folder - Must have / before each folder name Example: /folder1/folder2
Secure - TRUE: resource cannot be emailed from the app - FALSE: resource can be emailed from the app
Priority - Use the values shown below for your desired Priority
Do Not Download: -1
6. Continue to fill in additional Resources then save the file
Save the file as a CSV.