...
...
...
...
...
...
...
...
...
...
...
...
...
...
Overview
If you need to make changes to your inventory outside of TreeKeeper, users with Upload/Download rights can access Data Transfer Utilities for downloading and importing options. To export your inventory into Excel, go to Data Transfer > Excel Download. See the following for how to download/export selected data: Downloading/Exporting Data from a Search.
...
| Info |
|---|
A recommended practice would be to download, edit, then import a sample set of test data to famliarize yourself with this process before using this tool with real data. |
...
Requirements For a Working Import File
Before beginning an import, it is important to ensure the requirements for a working import file are met. See the list below:
...
| Note |
|---|
All date fields must be in MM/DD/YYYY format. |
...
Finding the Import / Update Tool
After logging in to TreeKeeper, you can start the process by clicking on Data Transfer 
in the side toolbar.
...
In the Data Transfer Utilities window, click on Import / Update and choose the format of the file you will use to import. Excel and CSV files are available as an option to everyone, while the ArcGIS Collector is available as a paid option.
...
Choosing the Import File
Once you’ve chosen a file type and made sure your import file has met the requirements, you can browse to the location of your Excel / CSV file on your device and click ‘Submit'.
...
Column Mapping
Now that the import file has been chosen, you will have to map columns from the Excel / CSV file to TreeKeeper attributes.
...
A few notes on this section:
Required attributes * – TK Attributes with a red asterisk *next to them.
These cannot be left blank in the import file.
List-type attributes – The hyperlinked TK Attributes are list-type.
Clicking on the hyperlink will show you all of the valid list values.
Any list value in the import file that does not exactly match a value in this list will cause that record to fail.
...
When you’re ready, click Upload Features and the tool will begin uploading the data to TreeKeeper.
...
Upload Results
When the tool has finished the upload, the results will show. The results are broken down into Successes and Failures:
...
Unchanged – the Change Date & Time are not more recent than what currently exists for that site, so the site did not change.
If sites are showing as Unchanged in the results but you are certain the Change Date & Time is more recent, make sure the date fields are in MM/DD/YYYY format and try again.
Inserted – a new site was added into TreeKeeper. (i.e. there was no matching UniqueID in TreeKeeper)
Updated – an existing site was updated with the new data.
...