---
title: Excel - Content Import Guide
description: The Excel import feature allows you to quickly upload large amounts of content into RocketDocs. Use this function to create new content records with responses stored as plain text. No advanced formatting, graphics, or tables can be imported when using a CSV file.
---

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# Excel - Content Import Guide

## The Excel import feature allows you to quickly upload large amounts of content into RocketDocs. Use this function to create new content records with responses stored as plain text. No advanced formatting, graphics, or tables can be imported when using a CSV file.

1\. Excel importing can be done under Libraries. Click on a Library name in the left side navigation panel.

![4d717097-176f-44d8-818e-b95fb4d41550](https://support.rocketdocs.com/hs-fs/hubfs/4d717097-176f-44d8-818e-b95fb4d41550.png?width=222&height=145&name=4d717097-176f-44d8-818e-b95fb4d41550.png)

2\. Download your import template using the ‘Export Template’ button above your content grid.

 

![73bcd92b-7467-4b8d-b25d-7e29d678cd69](https://support.rocketdocs.com/hs-fs/hubfs/73bcd92b-7467-4b8d-b25d-7e29d678cd69.png?width=670&height=64&name=73bcd92b-7467-4b8d-b25d-7e29d678cd69.png)

 

---

 

#### 📋Important Rules:

- Do not add, rename, or reorder columns in the Excel file.
- Required fields are marked as red text.
- Headers include instructional text when you click on them.
- Duplicate entries (either already in the database or repeated in your file) will cause an import error.
- If multiple content records share a value, you can drag down the values instead of selecting them one by one from the drop down.

#### 📋Handling Errors

- You’ll receive an email with results: either a success message or details about errors.
- If errors occur, fix the rows indicated in the error file and re-import only those rows.

---

 

### Field Instructions:

**1. Required Fields**

- Question/Topic – Enter the question or topic.
- Library – Select from the drop down the library you would like to import content into.
- Content Type – Select from the drop down the workflow for the content record.
- SME – Select from the drop down the the SME’s email address.
- Owner – Select from the drop down the the owner's email address.
- Status – Select one of the values from the drop down.
- Response – Enter response text (plain text only, no formatting).
- Review Cycle – Choose one of the values from the drop down.

**2. Conditionally Required Fields**

- Assigned To – Required for draft/under review content. Select a user’s email address from the drop down.
- Due Date - Required for draft/under-review content. Format: mm/dd/yyyy or dd/mm/yyyy depending on your settings.
- Last Published Date – Required for published, under review, or expired content. Format: mm/dd/yyyy or dd/mm/yyyy depending on your settings.
- Custom Attributes – Values must match database values exactly (not case-sensitive). 
    - Multi-select fields: separate values with '; '.
    - Date fields: mm/dd/yyyy or dd/mm/yyyy, depending on your settings.
    - Contact fields: select email address form the drop down.
    - Any custom attributes set as required in the RocketDocs tenant will be marked with a red header, include notes, and will required to be filled in in the import file.

**3. Optional Fields** 

- Created Date – Defaults to import date if blank. Can be set manually by selecting a date in one of the following formats, mm/dd/yyyy or dd/mm/yyyy, depending on your settings.
- Summary – Short summary of the Q&A.
- Last Edited Date – Defaults to import date if blank. Can be set manually by selecting a date in one of the following formats, mm/dd/yyyy or dd/mm/yyyy, depending on your settings.
- Last Modified Date – Defaults to import date (cannot be changed on import).

---

#### 📋Tips for Success:

- Always use the exported template to ensure the correct format.
- Review your file for duplicate content before uploading.

---

 

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