Importing and exporting assets and asset metadata with a CSV file

Import and export asset metadata

CSV (comma-separated value) files with either asset metadata details or asset relationship details, or both.

Prerequisites

Before you import or export metadata with a CSV file, ensure that you have the required permissions and prepare the file with the correct format.

Required permissions

  1. The Editor or Admin catalog role.
  2. The access permissions to import assets.

CSV file for metadata import and export

The CSV file must be correctly formatted. Depending on what you're importing and exporting, see the following:

The maximum recommended number of rows for one CSV file is 10,000.

When you're preparing the CSV file, consider the following:

  • To associate assets with an existing connection, you must provide Schema and Physical Table details.
  • To specify whether a data asset represents a table, view, alias, or query, include the Table Type details.

Importing metadata from a CSV file

Import a CSV file to add catalog assets, asset details, and asset relationships in bulk.

  1. Ensure that all referenced asset types, custom attributes, and artifacts exist.

  2. In Catalogs > Assets, click Add to catalog and select Metadata import from file.

  3. To easily identify your import, define its details, such as name and tags.

  4. Add the CSV file or files.

  5. Choose a corresponding import type for each CSV file.

  6. Specify how the import impacts existing catalog assets by selecting the merge setting.

    Update original assets is selected by default. The available options are based on the default duplicate handling method for your catalog.

    If the import updates existing assets, the attributes that aren't defined in the CSV are removed. Only attachments (asset data) are saved.

  7. Review the details and click Create to start the import.

    The import time depends on the size of your CSV file or files.

    When the import job is completed, the status changes to Finished and you can see an Import finished message.

Exporting asset metadata from a CSV file

Export asset metadata, edit your CSV file, and import the file to update existing catalog assets, asset details, and asset relationships in bulk.

  1. In Catalogs > Assets, select the assets that you want to update.

  2. Click Export asset metadata.

  3. Select whether you want to export asset details, asset relationships, or both and click Export.

    Separate CSV files are downloaded for asset details and asset relationships. The export file or files have the same structure as the import files. See CSV file format for importing and exporting asset metadata and CSV file format for importing and exporting asset relationships.

  4. Optional: Edit your CSV file or files and import it.

Next steps

Learn more