Taxonomy Import

How to Import a Taxonomy

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1. From the Frost dashboard, click the Metadata option on the top menu of the screen.

Note: If you are working on a project page, you need to navigate back to the Frost landing page first.

2. From the Metadata dashboard, select the TAXONOMY tab to navigate to the Taxonomy Management screen. 
3. Click Import. 
4. Choose from any of the two given options to import:
   • Your Computer – by uploading a valid file (CSV or CASE JSON)
   • URL – by URL of a case compliant server

5. To upload taxonomy from Your Computer:
   • Choose the file type as CSV or CASE JSON.
   • Click Select File to upload a .csv file or a CASE Json file from your computer. To download a sample CSV format, click Download sample CSV format.
   • Click Import.
   • A status notification will be displayed on successful import.

Note: In the CSV file, to extend the Taxonomy hierarchy for more levels you can add more columns. A total of 10 column hierarchical levels are supported.

6. To upload taxonomy using URL:
   • Choose a Case server from where you want to import the taxonomy.
   • Once selected, the taxonomies in that case server will be listed under the Select Taxonomy drop down.
   • Choose the required taxonomy and click Import.
   • Status notification will be displayed on successful import.

Note: Your organization’s CASE URL under the Taxonomy import from URL dialog box will be visible for importing Taxonomies from Standards only if the Standards platform is part of the Tenant(organization).