> ## Documentation Index
> Fetch the complete documentation index at: https://docs.abbyy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update data catalogs

> Update a data catalog by uploading a CSV file through the UI or via an SFTP shared folder.

Update an existing data catalog by uploading a new CSV file — either through the Vantage UI or by placing the file in a shared folder connected via SFTP.

## CSV format

Follow these rules when preparing a CSV for upload:

* Columns must be separated by commas.
* No spaces are allowed between a column name and its comma separator.
* Values containing commas that should be treated as literals must be enclosed in double quotation marks.
* Quotation marks inside string values must be duplicated, and the entire string value must also be wrapped in double quotation marks.

<Tip>
  You can use Microsoft Excel to edit the CSV file.
</Tip>

<Warning>
  The CSV file must not be larger than 100 MB.
</Warning>

<Tip>
  When updating a **Document Issuer Companies** or **Document Receiver Companies** data catalog, the **Company ID** and **Country** columns must be filled in. Empty values in these columns cause the update to fail.
</Tip>

### Sample: value with a comma

```csv theme={null}
Id,VATID,BusinessUnitId,IBAN,BankAccount,BankCode,Name,ZIP,Street,City,State,CountryCode
"999,9",GB_fake01,01,123456678,PPPCCC,CB3 AAA,CAMBRIDGESHIRE COUNTY COUNCIL,PO Box 123456,str1,Cambridge,East,GB
"0,1",GB_fake02,01,123487654,CCCPPP,AAA BB3,Random Company Inc.,PO Box 45678,str2,Oxford,South East England,GB
```

### Sample: value with quotation marks

```csv theme={null}
Id,VATID,Name,ZIP,Street,City,State,CountryCode
1,GB_fake01,"CAMBRIDGESHIRE ""COUNTY COUNCIL""",22313,str1,Cambridge,East,GB
2,GB_fake02,Random Company Inc.,22314,str2,Oxford,South East England,GB
```

## Update via the UI

<Steps>
  <Step title="Select and upload the CSV">
    On the **Data Catalogs** tab, select the catalog from the list and click **Update** in the pane above the list. Drag the CSV file onto the page, or click **Browse** at the top of the screen.

    <Tip>
      The CSV file name must match the data catalog name. Otherwise, Vantage creates a new catalog instead.
    </Tip>
  </Step>

  <Step title="Handle new columns (if any)">
    If Vantage detects new columns in the CSV, choose:

    * **Add** — adds the new columns and updates the data catalog.
    * **Skip** — ignores the new columns but updates the data catalog.

    <Note>
      You can only edit column properties for new columns.
    </Note>
  </Step>
</Steps>

Once the update succeeds, a dialog shows the number of updated records and any added or removed columns.

## Update via a shared folder

First, connect to the shared folder using SFTP.

<Steps>
  <Step title="Install an SFTP client">
    Install and launch any SFTP client (such as FileZilla or WinSCP).
  </Step>

  <Step title="Copy the shared-folder path">
    On the **Data Catalogs** tab, select the catalog and open its **Settings** dialog. Copy the path from the **Folder to upload CSV** field.

    <Frame caption="Copying the shared-folder path from the data catalog settings">
      <img src="https://mintcdn.com/abbyy/hVcX1G4uYung9LOg/images/vantage/skill-designer/screen_docskill_catalogs_connect.png?fit=max&auto=format&n=hVcX1G4uYung9LOg&q=85&s=fd713f3e8e41f6ac03797ee943b703aa" alt="Data catalog settings dialog with the Folder to upload CSV path highlighted" style={{ width: "46%" }} width="745" height="782" data-path="images/vantage/skill-designer/screen_docskill_catalogs_connect.png" />
    </Frame>
  </Step>

  <Step title="Connect from the SFTP client">
    Paste the path into the **Host** field in your SFTP client and click **Connect**.

    <Frame caption="FileZilla client configured with the shared-folder host">
      <img src="https://mintcdn.com/abbyy/hVcX1G4uYung9LOg/images/vantage/skill-designer/screen_docskill_catalogs_sftpclient.png?fit=max&auto=format&n=hVcX1G4uYung9LOg&q=85&s=c4447aac82b45ae7b1836eb0b767e7de" alt="FileZilla SFTP client with Host field populated from the data catalog settings" style={{ width: "57%" }} width="1176" height="584" data-path="images/vantage/skill-designer/screen_docskill_catalogs_sftpclient.png" />
    </Frame>
  </Step>

  <Step title="Trust the host">
    In the confirmation dialog, click **OK** to trust the host. The **Catalogs** folder appears in the SFTP client's remote folder pane.
  </Step>
</Steps>

To update a data catalog, give the CSV file the same name as the data catalog and place it in the **Catalogs** folder.

<Note>
  Vantage checks the **Catalogs** folder every 20 seconds and updates any data catalog whose name matches a CSV file in the folder.
</Note>

When a data catalog is updated via the shared folder, existing records are replaced with the new ones.

### Update outcomes

| File state                                                | Result                                                                                         |
| :-------------------------------------------------------- | :--------------------------------------------------------------------------------------------- |
| All records valid                                         | Catalog is updated; file is deleted from **Catalogs**.                                         |
| Some records are empty                                    | Empty records are ignored; valid records are imported; file is deleted from **Catalogs**.      |
| Some columns are missing                                  | Missing columns are ignored; existing columns are imported; file is deleted from **Catalogs**. |
| File contains new columns                                 | New columns are added to the catalog; file is deleted from **Catalogs**.                       |
| Records are in the wrong format                           | Catalog is not updated; file is moved to **Catalogs-exception**.                               |
| File can't be opened, or the name doesn't match a catalog | Catalog is not updated; file is moved to **Catalogs-exception**.                               |

## Related topics

<CardGroup cols={2}>
  <Card title="Using data catalogs" icon="database" href="/vantage/documentation/skill-designer/document/using-data-catalogs/use">
    Use data catalogs to validate and auto-populate extracted data from a Document skill.
  </Card>

  <Card title="Create data catalogs" icon="plus" href="/vantage/documentation/skill-designer/document/using-data-catalogs/create">
    Create a data catalog from a CSV file or by entering columns manually.
  </Card>

  <Card title="Data catalogs and the Vantage API" icon="code" href="/vantage/documentation/skill-designer/document/using-data-catalogs/use-with-api">
    List, inspect, update, reindex, and delete data catalog records via the Vantage API.
  </Card>

  <Card title="Create data catalog lookup rules" icon="circle-check" href="/vantage/documentation/skill-designer/document/rule-verification/setting-lookup-rules">
    Verify extracted document fields against data catalog records using exact or fuzzy matching.
  </Card>
</CardGroup>
