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SP 2013 - Copy and paste from excel to Quick edit view - Managed Meta data columns

Posted on 2014-04-23
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Last Modified: 2014-04-24
Hi,

I'm trying to migrate a meta data from an excel spreadsheet to a SP 2013 document library. The columns are managed meta data columns with pre defined terms matching the data in the excel spreadsheet.

However I cannot copy and paste data from excel via Quick Edit in the doucment library without getting the following error "The data returned from the tagging UI was not formatted correctly"

http://i.imgur.com/1bqpMPA.jpg

This happens even when I remove all formatting or paste to notepad first.

Are there any simple solutions to this issue?


Thanks,
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Question by:concern_support
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Expert Comment

by:teylyn
ID: 40017130
Hello,

you cannot copy/paste managed metadata columns like text or numbers. The underlying structure with managed metatdata is a lot more complex than just the text that the user sees in the form.

Managed metadata items are identified by internal, underlying IDs. These will only be created properly if the metadata is selected in the form field.

There are third party solutions that offer tools to bulk edit items and apply managed metadata values.

You can probably write code to apply a range of values from an Excel sheet to a batch of list items in SharePoint.

But the bottom line is: it is not as simple as copying a range of Excel cells and pasting them into a SharePoint view.

This requires code. Either your own or a 3rd party tool's.

cheers, teylyn
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Author Comment

by:concern_support
ID: 40019700
Thanks.

Can you recommend any third party tools?
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Accepted Solution

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teylyn earned 500 total points
ID: 40019719
For bulk classifying my employer uses Metavis Information Manager. This tool can be used to bulk upload and/or apply metadata to list items, including managed metadata columns.

I would not particularly "recommend" it. It has its flaws and annoyances but it gets the job done and the support staff are responsive.
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Author Comment

by:concern_support
ID: 40020304
Thanks I'll have a look at that.

Cheers,
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