Import Documents

Import documents using the Magento Import UI or via CLI.

Import Process

Step 1: Prepare CSV File

Create a CSV file with the required columns. See CSV Format for details.

Step 2: Provide Files (new documents)

For new documents, path must point to a real file on disk (relative to Magento root). Example:

var/import/customerdocuments/test_1.pdf

During import, the file is copied into the configured upload folder (customerdocuments/general/upload_path) and the stored document path is updated.

Step 3: Run Import

Via Admin:

Go to System > Data Transfer > Import
Select Entity Type: Customer Documents
Upload your CSV file
Click Check Data (recommended)
Click Import

Via CLI:

php bin/magento customerdocuments:import-customerdocuments /path/to/file.csv

Import Behaviors

Behavior	Description
Append / Add/Update	Create documents (no `id`) and update existing ones (with `id`).
Replace	Deletes the documents referenced by `id` in the CSV and re-imports them (useful for “replacing” a file/row).
Delete	Deletes the documents referenced by `id` in the CSV.

Validation

Use Check Data in the Admin Import UI first. The importer validates:

required fields (name, description, and path for new docs)
customers (expects emails in customer_ids)
customer groups (expects group codes in customer_group_ids)
category (expects a category name in category_id)
product_links syntax (expects sku@store_code@position entries separated by |)
file exists at the given path
file extension allowed by customerdocuments/general/allowed_extensions

Import Options

Option	Description
`import_path`	Required CLI argument (CSV file path)
`--behavior`	`append`, `add_update`, `replace`, `delete` (default `append`)
`--field_separator`	Field separator (default `,`)
`--field_multiple_value_separator`	Default `,`
`--fields_enclosure`	Default `0`
`--delete_file_after_import`	Delete CSV after import (default `1`)

Updating Without Changing Files

If you set id (existing document id), path is not required. This lets you update metadata (assignments, validity, tags, etc.) without re-uploading a file.