Metadata term store management - Part-3

In this post, we are going to see how we can import terms into a term store management. If you haven’t gone through Part-1 and Part-2, I would recommend you reading them first and then continue reading from here.

So what do we do? Here is a solution. First we need to understand that term store management supports up to seven levels only. So we cannot go beyond that limit.

When you open term store management, you will observe a sample import file that can be viewed. Click on the file and see what pattern created in the file. Observe the format.

As you can see it can be up to seven levels only. So we have up to seven terms. You can define the term group, description of that group as well as individual term can be used for tagging or not. 

Once you import this file, you should see something like this.

So this is the way, we can create terms from the excel file.

To demonstrate, we are going to create a structure in excel the way we want. Here I have created a structure of Microsoft products and frameworks etc. that are used in a company to develop applications and solutions.

Make sure that the excel file should only have one sheet. No more than one sheet is allowed with this. So before saving your file to csv format, make sure that you have only one sheet in the excel file.

Following is the structure that I’ve defined in an excel file and then I’ve saved it as CSV file format.

Now go ahead and import this csv file to term store management.

And you get exactly this, the way we’ve configured in the file.

This is the easiest way to create a term set if it’s a complex and difficult to create term one after the other manually in term store management. I hope this must have helped you and you will try to implement in your scenario.

Keep reading Part-4 of this series.