Getting Started

To get started you will need to first launch the the Copia Import Tool. During it's use you will have multiple options/operations to choose from, which are covered in the following sections.

Launching the Copia Import Tool

You can access the Copia Import Tool via the Copia Desktop App. It can be found under the Help menu, labeled Copia Import Tool. Click this option to be taken to the directory containing the tool. You can then double-click the Copia-Import-Tool.exe to start the operation.

On the initial screen, you will need to update your Copia Endpoint URL (the URL of your Copia Server). You should leave the default of, unless you are running a self-hosted Copia server. Press "Continue" to proceed to the next step.

The Use custom OAuth credentials (advanced) checkbox should not be checked, unless instructed to do so by your Copia representative.

Once connected, the tool will ask you to login. Press the button to continue.

Verify your organization is correct and press continue, as shown.

On the next screen, you will have the option to either Import Assets into Copia or Rollback a Previous Import. Since we need to import assets, we would select the option to Import Assets into Copia.

At this point, stop and select the correct section from below to continue!

Next Steps

At this point you have a couple of options, described in the following sections. Choose from them below, based on your current requirements.

  • Preparing your data

    • Select this section if this is your first time using the Copa Import Tool, or if you need to refresh on the process of gathering and preparing your data for import.

  • Importing your data

    • Select this section if you have finished preparing and gathering your data, and are ready to import your data into Copia.

  • Rolling back a prior import

    • Select this section if you would like to Rollback a prior import operation (i.e. remove already imported data)

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