Use file plan template to manage retention labels

Question

Hello, we already have a File Plan in our organization. Do we need to use the Excel template and the properties and valid values associated with it or can we use ours?

Julie Beaulieu
ECCC

Answer 1

Hi @ADMBeaulieuJ ,

I want to confirm with you about:

1. Is your issue based on File plan in O365 Compliance?
2. Are you going to import a .CSV file created by yourself to file plan?

I tried to create a .CSV file with the same columns as in the template and import it into file plan:

Even though I've kept the columns consistent with the ones in the template, I failed with the following error:

Then I tried to add data directly into the template file downloaded from here and import it to file plan：

It worked fine this time and the retention label I added into the file was imported into file plan successfully.

As a conclusion, We should import downloaded template file to file plan instead of using that created by ourselves.

If I misunderstand what you mean, please do let me know. I’m glad to provide further help :-)

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