The exporting and importing process is pretty much the same, regardless of the data type.
Exporting
Exporting goes like this:
1. Find and select the items you wish to export. (See “Find Assets”, if needed, for a refresher on how to find records.)
2. Select File > Export and then the appropriate export option:
• Selected Records – Exports the currently selected records. (This menu item is disabled if no records are selected.)
• All Records – Exports all records of the active collection. To export all records of the catalog(s) included in the collection, you must perform Find > Find All Records first.
• Selected Categories – Exports the currently selected categories in the active collection. (This menu item is disabled if no categories are selected.)
• All Categories – Exports all categories of the Category pane.
3. Select the export format. Note that the XML format is recommended for most purposes. This format enables Cumulus to export from multiple catalogs and supports data from Cumulus Table fields.
• When exporting records into an XML file, a check box offers the option to have the export file compressed (*.zxml) . Another check box offers to enable XSL transformation by applying an XSLT stylesheet which describes the rules for the transformation.
• When exporting selected categories, a check box offers the option to export the subcategories as well.
4. Click the button for browsing for the location where the export file should be saved.
5. Select the location, name the export file and click Save. Note that Cumulus will add the correct file extension.
6. Click Next. If you are exporting into XML, you can select the fields that contain the values to be included in the export file.
7. Make your selections and click Start. Messages inform you of the export process.
8. When you get the message that the process is finished, click Finish to close the dialog.
Importing
Importing is just as easy:
1. Select File > Import.
2. If you have multiple catalogs open in one window, select the catalog to which you want to import the data.
3. Click the button for browsing to the location where the file to be imported resides.
4. Select the file and click OK.
5. Select the appropriate file format. Note that the XML format will also work for zipped XML files (*.zxml).
If your Cumulus configuration supports Permissions Templates, you can select one to be applied to the imported records/categories.
NOTE: Importing Categories If a category in the import file has the same name as an existing category at the same hierarchy level, the category is not imported.
6. Click Next to start the import. Messages inform you of the import process.
7. When you get the message that the process is complete, click Finish to close the dialog.