Import and Export Metadata

To export data descriptions out of Secoda, you can go to Settings → Data → Export data. Below is the screenshot for the settings:

Export metadata from Secoda

To export data descriptions out of Secoda, you can go to the import settings in Settings → Import & Export data. Below is the screenshot for the settings. When exporting you can choose the type of resource you'd like to export. After clicking the export button, an Artifact will be prepared with your resources. Once it's prepared click the "Download Artifact" button.
Once you export your data , you can view and edit your descriptions in CSV format or Google Sheets and upload the changes to Secoda. Below is an overview of the results from exporting your data:
Once you are ready to upload your new metadata, you can use the import button to upload your new CSV into Secoda.

Importing metadata into Secoda

If you have set up a documentation tool (Excel, G-Sheet etc.) at your organization, you can migrate your descriptions to Secoda following these steps.
  1. 1.
    Prepare your CSV
  2. 2.
    Update metadata in CSV
  3. 3.
    Import metadata to Secoda

1. Prepare your CSV

You can either export your data from Secoda to a csv, or start from scratch. The only requirements for importing are:
  1. 1.
    The file format must be csv
  2. 2.
    Download the csv template and follow the instructions below
CSV template with filled in example in row 1
  • The file must have the following required columns:
    • id - Leave this blank if it's a new resource (i.e dictionary term)
    • title - The name of the resource
    • entity_type - Can be any of the following - table, column, dashboard, chart, job, dictionary_term, document, collection, question, or event
  • The file can have the following optional columns:
    • description - This is one-liner description of the resource
    • definition - This is for longer readmes to add additional context, that has markdown capabilities
    • pii - This is the PII tag and can be TRUE, FALSE, or left blank
    • verified - This is the Verified tag and can be TRUE, FALSE, or left blank
    • published - This is the status and can be TRUE, FALSE, or left blank
    • collections - List of associated collection names, i.e ['Marketing', 'Engineering']
    • owners - List of associated owner emails, i.e, ['[email protected]', '[email protected]']
    • tags - List of associated tag names, i.e, ['production']
    • property - Where "property" can be any custom property you'd like to add on a resource, keep in same ['____'] format

2. Upload metadata to Secoda

Log into Secoda and go into the import settings through Settings > Import & Export. Click the "Select File" button under the Import section and select your csv file and click "Upload". The import will start and show logs until it's completed.

3. Verify metadata

Go to a data resource and confirm that the metadata has been correctly imported. If you have any questions or issues please contact [email protected]
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