Step 2 - Creating the Importer

  1. Enable the Feeds Admin UI Module (the Feeds Module is enabled as part of your YaleSite).
  2. Select Structure > Feeds importer > Add importer
  3. Give the importer a Name and Description and click Create. The following dialog displays:
    Feed importer - basic settings
  4. Click on Settings and change the settings to match the image below  and click Save (click image to enlarge). Most should remain the same:
    Feed importer - Basic Settings
  5. Click on Change next to Fetcher and click on the File Upload Select radio button to match the image below and click Save (click image to enlarge).  
    Feed importer - select a fetcher
  6. Click on Settings next to File Upload and change the Allowed file extensions if desired  and click Save (click image to enlarge).
    Feed importer - file upload settings
  7. Click on Change next to Parser and click on the CSV Parser radio button to match the image below and click Save (click image to enlarge).  
    Feed importer - parser settings
  8. Click on Settings next to CSV Parser – DO NOT CHANGE ANY OF THESE SETTINGS. (click image to enlarge).   
    Feed importer - CSV settings
  9. Click on Change next to Processor and click on the Node Processor Select radio button to match the image below and click Save (click image to enlarge).  
    Feed importer - processor settings
  10. Click on Settings next to Node Processor and adjust based on the image or personal preferences. (click image to enlarge). Important Note(s): In the Content Type field, be sure to select the Content Type you want to import the data into. Be sure to change the author from Anonymous to someone in your group (type the first few letters to produce a list of available people).
    Feed importer - node processor settings
  11. Click on Mapping next to Create and update nodes. This is where you will “map” your fields in the Content Type - TARGET with the data from your CSV file - SOURCE (click image to enlarge)
    1. Select a target or field that is part of the Content Type indicated in Step 10.
    2. Enter the name of the column from the CSV file that contains the data you want to go in that field.
    3. Be sure to incorporate a GUID as the unique identification number to ensure data does not get overwritten. You must have a unique field in your CSV file (Email, Title, URL sometimes works). If you do not, just create a new column, with a title of GUID and create a unique number for each entry by dragging down with the fill handle. 
      Feed importer - mapping Node processor settings