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Importing Templates

MediaOS allows you to import data from external systems using CSV templates, making it easy to migrate or update records in bulk. A properly formatted file ensures your import is smooth, accurate, and error-free.

File Requirements #

Before uploading your data, your import file must meet a few key criteria. The file must be saved in CSV (Comma-Separated Values) format. All required fields must be included and populated—if any are missing or blank, the import will fail. While optional fields are not mandatory, including them helps ensure your data is as accurate and complete as possible.

Be sure to avoid completely blank rows, as these will also cause the import to fail. In addition, ensure data consistency across the file. For example, date fields must follow a uniform format, and numeric or text fields must match the expected data type. Taking time to verify these details in advance will help prevent unexpected errors during the upload.

Best Practices for a Successful Import #

To give your import the best chance of success, start by using the official MediaOS import template. This ensures that your column headers and field order match what the system expects. Next, carefully double-check that all required fields are present and filled in, and remove any blank rows from your spreadsheet before uploading.

Also take a moment to verify data formatting—this includes checking for correct date formats, removing special characters where not allowed, and ensuring that numbers and currency fields follow expected patterns.

If you're importing a large data set, it’s a good idea to perform a test import with a small sample first. This lets you identify potential issues without risking the entire dataset. Once you’re confident in your file setup, you can proceed with the full import.

Tip: If you run into any issues, refer to the import documentation or contact the MediaOS support team for guidance.

Click here to view for MediaOS Import Tool Templates via Google Sheets. #

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