SharePoint Managed Metadata – Import to Term Store
A SharePoint tutorial by Peter Kalmstrom
SharePoint Term Store, situated under the Central Administration,
is where administrators organize metadata. Such metadata
makes the SharePoint Search work best, but it is vital that
the keywords are carefully selected and organized. This
way managers can control which terms the users can tag documents
and list items with.
Managed metadata makes it easy for users to select the correct
time to tag documents and list items.
In the demo below Peter Kalmstrom, the kalmstrom.com CEO
and Systems Designer, shows how data can be imported from
Excel to the SharePoint Term Store and be used as a metadata
Peter uses a free macro-enabled Excel template that was
created by Wictor Wilén for SharePoint 2010. It works well
for SharePoint 2013 too, both on-premises and SharePoint
These are the step to import data from Excel to the SharePoint
Open the macro-enabled Excel template, TermStoreCreator.xltm.
Under the 2010 tab, click on Create New Term Store
Paste or write in the data you want to use as SharePoint
Enter other details: set a name for the term set,
define what terms should be available for tagging and
Click on Create Term Store File, give the file a
name and select where to put the file.
Go into the Term Store.
On-premise: Central Administration >Manage
service applications >Managed Metadata Service.
SharePoint Online: Admin >SharePoint >Term Store.
Right click the folder to where you want to
import and select "Import term set"