Batch Import Settings

To specify the batch file to use to create or update list items in SharePoint:

1.

The Batch Import Settings step appears as shown below:

2.

Click (...) button to specify the batch file. The Batch File can be created in any one of the following file formats - Comma delimited (CSV), Microsoft Excel (XLSX) or Text file (TXT). The batch file will automatically be extracted once the file name is specified. If you are using a Microsoft Excel based batch file, then select the sheet name to use from the drop-down. Click (Sample) drop-down button if you want to see a sample batch file (Comma delimited (CSV) file, Excel (XLSX) file) to know how the columns should be arranged in the batch file. Refer Batch File Structure for more information about how to create a batch file.

3.

Reference Column: You can specify which column to refer in a SharePoint list as a unique reference. This unique reference column will be used to identify the list item / folder in a SharePoint list. Please note that the reference column value must be unique. Dockit will search the specified reference column value in SharePoint list or folder. Then Dockit will retrieve an Absolute URL of the matched item or matched folder from the SharePoint list automatically and then proceed to perform the specified action.

4.

Attachments: Use this option to select the column from the batch file that contains file attachments. The attachment column states the files to be attached to the list items or file attachments to be deleted from the list item.

5.

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

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7.

Click Next to proceed.