Metadata Options 

To specify the external metadata file to use and mapping template to assign document properties in SharePoint:


The Metadata Options step appears as shown below:


Note: 'Use batch file as metadata file' option only available in 'Batch File Mode'.

Click (...) button to specify the external metadata file. The metadata file can be any one of the following file formats - Comma delimited (CSV), Microsoft Excel (XLSX) or Text file (TXT).

For more information about how to create external metadata file, click here.


The external metadata file will automatically be extracted once the file name is specified. If you are using a Microsoft Excel based metadata file, then select the sheet name to use from the drop-down.


Click (Sample) drop down button if you want to see a sample external metadata file (such as, Comma delimited (CSV) file, Excel (XLSX) file) to know how the columns should be arranged in an external metadata file.

5. Specify Date and Time format for the date fields in the metadata file. If the columns selected to import contains date and time values, specify the date mask to parse the date values. The default value is the current system settings.

6. In Metadata Columns in file, you can select the required columns from metadata file to migrate to SharePoint.

Click Next to proceed.