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Metalogix Essentials for Office 365 2.3 - Advanced Installation Guide

Copy and Tag SharePoint Items Using CSV

This option allows the user to create a CSV file that will copy files located within SharePoint rather than in a file system. A typical scenario for this is to copy many files but with unique metadata changes for each file. This can be done by creating and modifying the CSV file and then using the Upload Copy Content Using CSV option.

1.To execute this operation follow the instructions in the Copy, Move, and Tag SharePoint Content section. Don't forget to select the "Create CSV File for Uploading, Tagging or Copying files" option on the final summary page of the wizard. Click Finish.
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2.Enter the location and name of the CSV file in the provided dialogue and press the Create button. Please reference CSV Column Reference Guide for additional information.
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NOTE: You can change the separator used in the CSV to a semicolon by going into the "Global Variables" section of Profile Manager. For more information on using Profile Manager, please see the Profile Manager section.

3.In order to upload/copy content using the CSV you just created, you need to select a Library or Folder from within the Navigator Pane and right-click. Select "Use CSV to..." and then select Upload/Copy Content from the right-click menu.
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4.In the Upload or Copy files using CSV wizard, identify the destination of the CSV file created in step 2.  
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5.Select the Source SharePoint Sites from the list that your CSV provided. You may check individual items or the Check All button at the bottom to select everything. Click Check Connection to check the connection to the source sites.
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6.Specify any options you wish to include as part of your migration. Click Finish.
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NOTE: When copying/tagging a library with versioned documents, using the CSV will apply the information entered for the file to each of the versions. 

Copy of items using CSV is available in the following suites:

·Architect Suite

·Migration Suite

·Office 365 Bundle

Copying items via CSV is also available in the following standalone products:

·Migrator for SharePoint

·Change Manager

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