Import and Export Metadata

Edit the metadata or bring in new dictionary terms through this feature.

If you are hoping to bring in net new resources from an Integration without connecting the integration in the App, you'll need to use the Custom Integrations feature. If you are looking to edit existing resources, dictionary terms, documents, etc, you're in the right place!

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 metadata to Secoda following these steps.

1. Prepare your CSV

2. Update metadata in CSV

3. Import metadata to Secoda

1. Prepare your CSV

You can either export your data from Secoda to a CSV, use the template linked below, or create your own CSV using the guidance provided. The file must be in CSV format.

• 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 - Mark down friendly documentation of the resource

  • pii - This is the Governance tag and can be set to TRUE, FALSE

  • verified - This is the Verified tag and can be set to TRUE, FALSE

  • published - This is the published status and can be set to TRUE, FALSE

  • collections - List of associated collection names, i.e ['Marketing', 'Engineering']

  • owners - List of associated owner emails, i.e, ['[e-mail]', '[e-mail]']. The emails should correspond to existing users or service accounts in Secoda

  • tags - List of associated tag names, i.e, ['production']

  • property - This heading is a placeholder for any custom properties you'd like to add to the resource. Please remove it if you don't plan on any custom properties for your resource. To customize it, replace property with the name of your custom property and add the values of that property to the relevant rows. If you'd like to add several custom properties, add a new column for each one, with the name of the custom property as the column heading.

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 [e-mail]

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