Many customers have asked if List Bulk Import supports importing the metadata column. I'm pleased to tell you that List Bulk Import has the capability. In this two-part series, I'll guide you through the process. In Part 1, I'll show you how to configure the metadata column. Part 2 will explain how to import the configured metadata using List Bulk Import.
First, configure the Metadata on Central Administration page.
Step 1: Go to Central Admin page, select Application Management, and click the Manage service applications hyperlink.
Step 2: Click on the Managed Metadata Service hyperlink; you will see a Metadata Service windows.
Step 3: Click on Managed Metadata Service button and enter user name or group name in the Term Store Administrators form. See image below.
Step 4: Expand menu and select New Group.
Step 5: Expand menu on Group after creating the select New Term Set.
Enter name for Term Set. You can create many sets in the group. See image below.
Step 6: Click to expand menu on Term Set then select Create Term.
Enter name for Term data. You can create many sets in the Term Set group.
Next, go back to the SharePoint site and create new list. You can use any list type. In this example, I select the Tasks list.
After creating the metadata column, you will see a dialog when clicked. All Terms data will show on this dialog.
I created a new Managed Metadata column and configure it as image below.
After creating the metadata column, you will see a dialog when clicked. All Terms data will show on this dialog.
After selecting a Term, click on OK button to save item. The Term data is shown on Task list.
Continue to create new items and select data for the metadata column. This will give you a list with many items.
Please continue to Part 2: How to Use List Bulk Import.