You can now upload files directly while creating Containers through the Import from Excel workflow in Spaces.

Containers created through this workflow are initially generated in V0 versioning. Uploaded files are automatically matched based on the defined metadata and naming conventions:

• Files that comply with the format are uploaded to their respective containers.
• Files that do not comply are automatically routed to Escrow for review.

To upload Files during Container creation via Excel Import, follow the steps:

• From the Portal Dashboard, open your Project.

  

• Go to the Spaces module.

  

• Open the desired Space.

  

• Click New.

  

• Select Import from Excel from the dropdown.

  

• The Import Data popup will appear.

  

  Review the expected Excel format shown in the popup and ensure your file adheres to the required structure.

  <aside> 💡

  To import your data smoothly into CUBE, first download the provided Excel template. The template contains the exact column structure and formatting expected by the system. Simply fill in your information without changing the column headers or structure. Once completed, upload the file in the same format (.XLS, .XLSX, .CSV, or .XML)

  </aside>

• Click Upload File and select the Excel file from your desktop, and then click Next.

  

• In the Select Header step, select the correct Header Row and then click Next

  

In the Match Columns step,

• Map the Excel columns to the required system fields and click Next.