Importing Data from a Spreadsheet
Use the import feature to add or update records in your system. You can import data into your system by uploading a spreadsheet. This process enables you to handle large data sets while minimizing errors.
The importing process in Asset Panda involves five key steps:
Access the Import Tool: Locate and open the Import tool to begin the process.
Upload Your Spreadsheet: Upload the file containing the data you want to import.
Map Fields: Align spreadsheet columns to system fields to ensure accurate data transfer.
Validate Data: Review and resolve any errors to prevent failed imports.
Finalize the Import: Import clean data into the system and verify the results using logs.
Each step ensures that your data is accurate, consistent, and imported successfully.
Before You Begin
Follow these guidelines to prepare your data:
Ensure Data Consistency
Before importing related data, populate supporting collections (like employees, departments, or categories). For example, if your spreadsheet references “Point of Contact,” ensure the employee exists in the system.
Tip: Ensure your spreadsheet includes all required fields. Match its structure to the required format. Create any necessary custom fields before importing.
Match Field Data Types: Confirm that each field in your spreadsheet matches the system's field type. For example, use numbers for numeric fields and text for text fields.
Clean Up Your Data: Review your spreadsheet and remove invalid or incomplete values to avoid errors.
Importing New Data
From the left navigation pane, select the desired collection (e.g., Assets).
In the collection view, click the Add dropdown menu in the top-right corner, and select Import spreadsheet.
Set Import Options: In the Import settings dialog:
Select Create Records to add new data.
Select Update records to modify existing entries.
Click Continue to proceed.
Download an Excel Template (Optional):
Click Download Excel template to download a pre-formatted spreadsheet for standard collections.
Upload Your Spreadsheet:
Click Upload a File and select your spreadsheet.
In the Select a worksheet dialog, choose the appropriate worksheet (e.g., Assets, People, or Location).
Click Confirm to continue.
Select the Header Row:
The system previews your spreadsheet. Select the row containing the column headers.
Click Next to proceed.
Map Spreadsheet Columns to Asset Panda Fields:
Review the Spreadsheet Columns and Sample Data displayed.
Map each column to the corresponding Asset Panda Fields:
The system automatically maps fields with matching names.
Use the drop-down menu to manually map or unmap fields.
Click Next when all fields are mapped.
Review and Finalize Data:
The Review & Finalize screen summarizes the data:
Clean Rows: Rows without errors, ready for import.
Rows with Issues: Highlighted in red, requiring attention.
To fix errors:
Use inline editing to correct individual cells.
Click Find and Replace to update values in bulk.
Delete all rows with errors by selecting Delete all rows with errors.
If needed, click Export to download the error file and fix issues in the spreadsheet.
Finalize the Import:
Once all errors are resolved, click Import to complete the process.
Monitor the import progress and refresh the collection to view the updated data. If errors persist:
The system will display a notification: "There are still errors in your data".
Click Export to download the error file with highlighted issues.
Fix the errors in the spreadsheet and reimport the corrected file.
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