The Resource import is a possibility to ease the creation of new resources in Geniusproject (starting Version 7.22). It is only applicable if you have all or at least most of the resources you want to enter in Geniusproject already in a separate list/system with the possibility to copy the information into the Template Excel file. Of course other Resources can still be created manually in Geniusproject.

Please download the Excel file from the Genius Project Download Room an follow the procedure:

1. Open the Excel file. Enter/Copy the information by resource in each line. You will find comments on some headings for advice. Some fields have to be left empty for programming reasons. Please DO NOT change the order of the columns.

2. Please assure that the label of the Geniusproject profile is the same as in the system.

If you want to upload the resources on your own:

• Delete the line with the headings and the example, so that the first line starts with the first resource.

• Save the document under the file format "CSV - semicolon delimited". Open the new CSV file in the Editor (notepad or any other similar program) and make sure all values are delimited by a semicolon and that the resources are in separate rows.

• If there is any accentuated characters, make sure to save the file with UTF-8 encoding in the Editor

• In version 7.22, open the Resources database setup, "Resources" tab. In version 8.00, open the Resources database setup, first tab.
  

Click the [Actions > Import CSV file] menu.

Choose the "Resource" option and select the created CSV file.

If the import was successful, please click on 'Destinations' and 'Publish all documents'.

If you want to further adjust the Resources either double click on a Resource and go into edit mode or click on 'Action' -> 'Modify the resources…' to change multiple selected Resources in once.