How to import data from Excel

PhraseExpander can import data from CSV or Excel files to create and populate glossaries. It will create an entry (either template or autocorrect) for each row in the table.

How to get your data in Excel

PhraseExpander can work with your data format, and map each column to the appropriate field.

It will automatically recognize the following columns and map them to fields.

For templates:

Contents (maps to the contents of the template)
Description (maps to the description of the template)
Abbreviation (maps to the abbreviation of the template)
Id (maps to the template id)
References (maps to the list of referenced templates)

For autocorrects:

Wrong (maps to the wrong entry of the autocorrect)
Correct (maps to the corrected entry of the autocorrect)

Select and open your data source

Select the Import tab and select Excel or CSV

Select the Import tab and choose your source format

Navigate to your data file and click Open

Choose which data to import

Select your desired worksheet
If your data source contains column names in the first row, select “First row contains columns names”.

Choose your worksheet and optionally select "first row contains columns"

Optionally set a custom cell range

Enter the required cell range in the Cell Range field using standard Excel range format (for example, A1:G7).
Click Refresh
Click Next

Mapping your fields

PhraseExpander will automatically recognize and map columns with known names.

Choose whether you are importing Templates or Autocorrects
In the Template mapping section, ensure your columns are mapped to the correct fields.
Click Data Preview if you wish to view and scroll through your data
If your data does not contain abbreviations and you wish to automatically add them, select Auto assign abbreviation
PhraseExpander can update your glossary if your data changes. To keep a link to your data source, select Link to data source
Click Finish

Choose New glossary, or if we are updating an existing glossary, Existing glossary.
Click OK

Choose whether to create a new glossary or import to an existing one

Linking to data source

If you chose the Link to Glossary option in #5 (above), PhraseExpander can update your glossary if your data changes.

Linked glossaries are identified by their orange icon

An orange icon denotes the glossary is linked to a datasource

Right-clicking on your glossary will enable you to:

Reload Data if your data changes
Edit Data mapping
Detach the glossary from your datasource

Reload data, Edit data mapping, and Detach from data source

Download the PhraseExpander import blueprint

Download the PhraseExpander import sample