How to import?

From the window, Import and Export, go to the menu tab on which you want to import and click on the "Import" button. From this part, there are four steps to follow:

 

Step 1. Download template:

If you have the file previously prepared, this step is optional, and you can jump to Step 2.

Otherwise, you will have to download one of the two templates by clicking on the options that appear at the bottom of the screen:

  • Download empty template: you get an Excel template without data with only the field headers, which assist you as a guide to complete the template with your data.
  • Download data files: you will receive an Excel template with the current system data by email.

In both cases, it is essential to consider:

  • Have all the extra fields previously created in ForceManager to assign them to the Excel fields.
  • Do not modify the Excel headers.
  • The entity data must be in the first tab of Excel (how you can see it in the document you download).
  • Validate the required fields with the second tab of Excel.

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Step 2. Upload File

Click on Upload File, attaching the template with the data entered.

The obligatory format is .xlsx. In other formats, it will not be possible to upload it.

 

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Step 3. Link fields

In this step, the fields of the Excel file that you just uploaded are linked with the Fields of ForceManager. In addition, it informs you of the status of this association, based on some tablets that you can find next to the ForceManager field, in the third column.

The possible states are:

  • Matched values: the values have successfully matched.
  • The field won't be imported: the Excel field is not associated with any ForceManager field, and it won't be imported.
  • Pending to match: status available only for "list of values" or "multi-list of values" type fields. Some values in the list do not seem to match with the currently created, so you have to validate the values in the list. In this case, the following cases may occur: 
    • If the values are correct, nothing needs to be done.
    • If the values are not correct, click "Edit" to select the corresponding value (if it is already created) or click "Add it to the list" (if it is not created).

Once all the associated values are present, the status will change to "Matched Values", and you can proceed to the next step.

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Step 4. Duplicate management

Finally, keep in mind that only the fields that have been related in the previous step are imported, the non-associated fields will not be imported. In this step, you can choose whether or not you want duplicates to be checked:

  • If you don't need to check them, it will go to the next step, and it will be added the data from the Excel file to ForceManager without any validation of whether it existed or not previously.
  • If you want to check, you can choose which fields you need to review. If a duplicate is detected, you can decide what action you want the system to take automatically:  
    • All the data that is in the Excel file will replace the existing data in ForceManager.
    • Just replace the empty fields and keep the current values.

    • Keep the fields empty and only replace the ones that have values.

Once this step is done, click on “Finish”.

 

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You will receive an email that will inform you when the import process has finished. In case of errors, it will notify you, and you can download an error file that you will find attached.

Furthermore, from the "Import and Export" menu you can always: check the import history, download the file, check the import date, and check the import result.

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