How To Import Managed Metadata Into SharePoint

You can use the Term Store Management Tool to create terms in a term set, or manage a term, such as copy it or move it. If you have many terms that you want to add, it will be more practical to import all the terms in the term-set instead of adding the terms individually. For information about how to import a large volume of terms presents in comma separated value (.csv) file, please follow the below-mentioned steps.

To create and manage terms in the Term Store Management Tool, you must be a Contributor, a Group Manager, or a Term Store Administrator.

So, please ensure you have followed all the following steps one-by-one to properly upload the large term sets present in comma-separated values (.csv file) into the SharePoint Central Administration. However, a small mistake can mess everything up.

Presented below are the two ways of uploading a large .csv file into the Central Administration.

The first one is using the PowerShell script.

$ver = $host | select version
if ($Ver.version.major - gt 1) {
$Host.Runspace.ThreadOptions = "ReuseThread"
}
if (!(Get - PSSnapin Microsoft.SharePoint.PowerShell - ea 0)) {
Write - Progress - Activity "Loading Modules" - Status "Loading Microsoft.SharePoint.PowerShell"
Add - PSSnapin Microsoft.SharePoint.PowerShell
}
$siteUrl = Read - Host "SiteUrl"
$filepath = Read - Host "File Path"
$usedForNavigation = $false
$groupName = Read - Host "Group Name"
$termsetname = Read - Host "Term Set Name"
##Site URL
$site = Get - SPSite $siteUrl
## CSV file
$file = get - item $filepath
$filename = $file.FullName
$session = Get - SPTaxonomySession - Site $site.Url
write - host $site.Url
$store = $session.DefaultKeywordsTermStore
#### Checking the Group name,
if not present and getting the Site collection group
if ($groupName - eq "") {
$group = $store.GetSiteCollectionGroup($site)
} else {
$group = $store.Groups[$groupName]
}
if ($group - eq $null) {
write - host "Group not found" - ForegroundColor Red
return
}
##Getting the Termset
$termset = $group.TermSets[$termsetname]
if ($termset - eq $null) {
##Getting Import manager
for the Term Store
$manager = $store.GetImportmanager()
$reader = new - object System.IO.StreamReader($filename)
$alltermsadded = $false
$errormessage = ""
write - host "Importing $filename"
$manager.ImportTermSet($group, $reader, [ref] $alltermsadded, [ref] $errormessage)
$reader.Dispose()
$termset = $group.TermSets[$termsetname]
## Checking if Site Navigation is enabled for the Term store
## One can add more custiom properties below depending upon the need
if ($usedForNavigation - eq $true) {
$termset.SetCustomProperty("_Sys_Nav_IsNavigationTermSet", "True")
$termset.SetCustomProperty("_Sys_Nav_AttachedWeb_SiteId", $site.ID.ToString())
$termset.SetCustomProperty("_Sys_Nav_AttachedWeb_WebId", $site.RootWeb.ID.ToString())
$termset.SetCustomProperty("_Sys_Nav_AttachedWeb_OriginalUrl", $site.RootWeb.Url)
}
if ([string]::IsNullOrEmpty($errormessage) - eq $false) {
write - host $errormessage
}
}
$store.CommitAll()
$site.Dispose()
sleep 20

The second one is by using the Import functionality of Managed Metadata service present in Central Administration. Here are the steps.

Go to the Central Admin.
Under “Service Applications”, click “Manage Service Applications”.
Select “Managed Metadata Service”, then click on “Manage” from a ribbon.
Now, you can download a sample template of managed metadata structure by clicking on “View a sample import file”.
Please add all your term details in this comma-separated value (.csv) file.
Once the (.csv) file is ready, then again, go to the Managed metadata page (as in step 4).
Click on “New Group” from the context menu of “Managed Metadata”.
Please provide a group name (here, I have provided “Organisation”).
Now, click on “Import Term Set” and browse the file to import back to SharePoint. Now click on the “Ok” button after browsing the .csv file.
Please wait while it is uploading the terms, once complete you can find all your term sets under the group “Organisation”.

Hope this information will be helpful to you.