ARIE Folder Load
Using the Folder Load function, ARIE can add multiple folders automatically for you. Please follow the steps below to prepare a spreadsheet to load. Following these instructions is very important to ensure the correct data is loaded into the correct field.
- Begin by reviewing the folder field names for the cabinet these folders are going to be loaded to. Take special note of the order of the fields and the field types set for each (Text, Numeric, Date Type, Checkbox). Go to Fileroom > Cabinets, then double-click the cabinet to review the folder field names. Before loading your folders, you MUST make sure the “Folder Title” field for the cabinet you are loading folders to has been set as a “Unique” field.
- Now, start a new spreadsheet (.xlsx, .xlx, or .csv only).
- Across the first row, type each folder field name in a separate column. It is very important that the field names are in the order they they appear at the Manage Cabinet page, and that they are typed the same way (spelling, case, etc.).
- Once you have entered all your field names in row 1 in the correct order and spelling, it’s time to input the data. This can be done manually, or you can export the data from another system into your spreadsheet. Just make sure the data columns all line up correctly. Each row will be a new folder entry into PinPoint (limit of 1,000 rows can be used per load).
- Across the first row, type each folder field name in a separate column. It is very important that the field names are in the order they they appear at the Manage Cabinet page, and that they are typed the same way (spelling, case, etc.).
- Finally, once your spreadsheet is ready to be loaded into PinPoint, go to the Manage Folders page at Admin > Fileroom > Folders to upload.
A few notes:
We highly recommend trying to load only a few folders at first using the spreadsheet. Then, you can ensure everything is going to the right spot before loading several at once.
For any field that will be a Date Type, please enter Date Field as the column header, not the actual field name.
For Checkboxes: you will enter “0” or nothing to leave the check off; you will enter “1” for any check you would like on.
For Drop-Down fields, you will need to match the numeric value from a SQL table. If you are on the cloud, contact LSSP for those values. If you host on your own server, please submit a support ticket and LSSP can send you a script to run on your SQL server to retrieve those values.
For instances when “0” may appear as the beginning of a numeric field: if the “0” is important to the structure of the number (i.e. zip code: 00108 is valid, 108 is not), please make this field a Text field, instead of Numeric. Numeric will eliminate “0” at the beginning of a number.