Create Metadata terms structure with CSV using Powershell

Tagging content is very important feature in SharePoint. This post will help you if you are planing to use tags and for initial configuration you don't want your client to manually create the 1000 of tags with a defined structure.

So first thing needed to built this is well defined structure of the terms in Excel file. So that you can easily create CSV file from Excel. While creating this excel file make sure that all the terms you enter this should comes under ONE TERM SET. For other terms set you will be needing another csv file.

You can take help from this sample csv file for creating site structure.

Next, is to open the PowerShell and write some code. Below is the code functions used for importing excel file.

function ImportTermSet([Microsoft.SharePoint.Taxonomy.TermStore]$store, [string]$groupName, [PSCustomObject]$termSet) {
function ImportTerm([Microsoft.SharePoint.Taxonomy.Group]$group,
[Microsoft.SharePoint.Taxonomy.TermSet]$set,
[Microsoft.SharePoint.Taxonomy.Term]$parent,
[string[]]$path) {
if ($path.Length -eq 0) {
return
} elseif ($group -eq $null) {
$group = $store.Groups | where { $_.Name -eq $path[0] }
if ($group -eq $null) {
$group = $store.CreateGroup($path[0])
}
} elseif ($set -eq $null) {
$set = $group.TermSets | where { $_.Name -eq $path[0] }
if ($set -eq $null) {
$set = $group.CreateTermSet($path[0])
}
} else {
$node = if ($parent -eq $null) { $set } else { $parent }
$parent = $node.Terms | where { $_.Name -eq $path[0] }
if ($parent -eq $null) {
$parent = $node.CreateTerm($path[0], 1044)
}
}

ImportTerm $group $set $parent $path[1..($path.Length)]
}

function RemoveTermGroup([Microsoft.SharePoint.Taxonomy.TermStore]$store, [string]$groupName) {
$group = $store.Groups | where { $_.Name -eq $groupName }
if ($group -ne $null) {
$group.TermSets | foreach { $_.Delete() }
$group.Delete()
$store.CommitAll()
}
}

RemoveTermGroup $store $groupName
$termSetName = $termSet[0]."Term Set Name"
$termSet | where { $_."Level 1 Term" -ne "" } | foreach {
$path = @($groupName, $termSetName) + @(for ($i = 1; $i -le 7; $i++) {
$term = $_."Level $i Term"
if ($term -eq "") {
break
} else {
$term
}
}
)

ImportTerm -path $path
}
}

In order to call these methods used below commands by changing parameters values:


$session = Get-SPTaxonomySession -Site "http://sharepoint-app:1000"
$store = $session.TermStores["Managed Metadata Service"]
$termSet = Import-Csv "F:\ImportTermSet_Regions.csv"
ImportTermSet $store "<group_name>" $termSet
$store.CommitAll()

That is all. Execute this and enjoy :)