Import documents from CSV Pro

Bulk-create FileDeck documents from a CSV under Documents → Bulk add / export — required columns, external file links, and a sample CSV to start from.

FileDeck Pro imports documents in bulk from a CSV file under Documents → Bulk add / export, in section 2. From a CSV file. Each row becomes a document, and the file_url column can point at a file in your Media Library or an external link. A sample CSV is available to download right on the screen.

FileDeck Pro — this feature is included in all Pro plans. See pricing

The Bulk add / export screen used for CSV import and export

Prepare your CSV

A header row is required. Use one row per document with these columns:

Column Contents
title The document title.
file_url The file to attach: a Media Library URL, or an external link (Google Drive, Dropbox, SharePoint, and so on).
excerpt A short summary.
category The document category.
tags Tags for the document.

Not sure about the exact format? Download the sample CSV from the import screen and start from that. Save your file as UTF-8 — spreadsheet apps sometimes default to other encodings, which garbles accented characters.

Run the import

  1. Go to Documents → Bulk add / export.
  2. Scroll to 2. From a CSV file.
  3. Choose your CSV file and run the import.
  4. When it finishes, go to Documents → All Documents and spot-check a few results — titles, categories, and attached files.

Linking files that aren’t uploaded yet

The file_url column does not have to point at your Media Library. Rows can reference external files — Google Drive, Dropbox, SharePoint, or any other URL — so you can build a library around files that stay on their current hosts.

Migrating from another plugin?

If what you have is a CSV export from another document library plugin, do not use this screen. Go to Documents → Migrate instead, which lets you map that export’s columns to FileDeck’s fields — see migrate from another plugin.

Practical tips

  • Test with 5 rows first. Confirm columns, categories, and files come through the way you expect before importing hundreds.
  • Start from the sample CSV or an export. The sample CSV shows the exact header row; a CSV export of your own library gives you rows that re-import as-is.
  • Keep it to one file per row. Each document holds a single file; use one row per document.

FAQ

Do I need a header row?

Yes. The first row must name the columns — title, file_url, excerpt, category, tags. The sample CSV on the import screen shows the exact format.

Can the CSV attach files that aren’t uploaded yet?

Yes. file_url accepts an external link as well as a Media Library URL, so reference files wherever they live.

I’m moving from another document library plugin — is this the right screen?

No — use Documents → Migrate, which imports another plugin’s CSV export and maps its columns to FileDeck. See migrate from another plugin.

Can I re-import a FileDeck export?

Yes. The title, file, category, and tag columns of a CSV export re-import as-is — a practical round trip for backups or spreadsheet bulk edits.

Still stuck? Email [email protected].