Downloading Templates

Contents

Importing data into EnterpriseTrack is a multi-step process.  EnterpriseTrack comes with pre-defined . csv templates which you must use to format the data to be imported. The system will validate the data before it is imported into the system, and check for duplicate records.

To download the templates:

1. Click the Data Import and Export tab.
2. Select the Download Templates link.
3. Depending on the primary object (Ideas, Project or User) for which you want to import data, click on the appropriate [Download] link.
4. When the file download dialog box opens up, choose the Save option and save the file to your desktop.
5. Enter the data to be uploaded in the . csv file.

Once you have completed the template, you are ready to import data into EnterpriseTrack.