Document Upload
Document Upload lets you attach files (documents, archives, and other assets) to records during import, update, or migration workflows.
When to Use It
Section titled “When to Use It”Use Document Upload when your data records need attached files, for example:
- product spec sheets
- certificates and manuals
- CAD files and drawings
- downloadable media bundles
How to Enable It
Section titled “How to Enable It”- Open WordPress Admin Sidebar > UMIE.
- In the left sidebar, go to Virtual Sources.
- Click Upload Documents.
- Open the Document Upload view and complete the 4 phases.
- Map the document source to destination file/media fields.
4-Phase Flow
Section titled “4-Phase Flow”Phase 1: Upload
Section titled “Phase 1: Upload”You can upload:
- single files
- multiple files
- full folders
- ZIP archives (auto-extracted)
- previous sessions (session restore)
Progress includes per-file status, speed, and ETA.
Phase 2: Match
Section titled “Phase 2: Match”Select 1-3 record fields (for example title/SKU/ID) and run matching.
Matching is vector-based and returns:
- matched files
- unmatched files
- unmatched records
Phase 3: Preview
Section titled “Phase 3: Preview”Preview provides drag-and-drop assignment:
- move files from unassigned to records
- move files between records
- unassign files back to the left panel
Low-confidence flagged groups are moved into unassigned files for manual review.
Phase 4: Distribute
Section titled “Phase 4: Distribute”Assign each matched file to a destination field.
- If one target field is mapped, files use that field automatically.
- If multiple target fields are available, assign per file or use presets:
All to First FieldRound Robin
Target Field Compatibility
Section titled “Target Field Compatibility”Document Upload can be distributed to file/media-compatible destination fields (including file and media upload field types).
- Document Upload is a virtual source and works alongside your normal row data.
- The same document session can be reused across runs while active.
- Files are attached during import worker processing as WordPress attachments.