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Export / import in Excel

Fernando MORENTE-ORIA
Fernando MORENTE-ORIA • 18 December 2023

This feature is available to Providers, Super providers and Validators.

Use case

A user wants to Export / Import a metadata file in MS Excel format from/to the ESS-MH.

Export

1. Once you are logged in please locate the metadata report you are interested in and click Download

ESSMH download button example

The zip file will include, among others, the metadata file in MS Excel format.

2. Please select the file in MS Excel to view it.

ESSMH downloaded files example

Import

1. Export the metadata file in Ms Excel (as previously explained).

2.  Unzip the metadata file in MS Excel, this will allow you to edit the content. Please note that only editable concepts should be filled in. To identify which are the editable concepts please use the HTML file as reference and enter information in those concepts which contain a white line.

3. Once the metadata file in MS Excel has been updated as needed please rezip the folder and rename the zip file changing the extension from 'sdmx.zip' to 'xlsx.zip'. 

ESSMH import files example

4. Select the Import sub-tab, available in the dropdown menu from Metadata file tab. 

ESSMH import sub-tab image

5. The ESS-MH will alert you on the result of this process, that is if it does import it will say Success (green colour) or will provide an error message (red colour).

Please note that if you want to import a metadata file that already exits, in order to succeed in doing so, you will have to select the 'overwrite metadata files' button.

ESSMH import success example

For more detailed information on the Import/Export feature, including images and atttachments, please go to the Technical specifications for file export/import to ESS-MH guidelines.