Importing Data

Importing data into EnterpriseTrack is a multi-step process. EnterpriseTrack comes with pre-defined MS Excel templates which you must use to format the data to be imported. You must download the template and enter the data into the template before it can be imported into EnterpriseTrack. Once you have completed the templates, you can upload it to the system, validate the data and then import it into EnterpriseTrack.

Note: When updating entities, a null value will override an existing value.

To begin importing data:

1. Click the Data Import & Export tab.
2. Select the Import Data link.
3. Depending on the primary object for which you are importing data, select from Import Ideas, Import Project or Import Users.

   Note: If you are importing projects, there are different templates for the different sub-sections of the project. You can upload data for each section independent of each other.

4. On the Import (Object) page, click the [Upload Files] link.
5. Click Browse and select the completed . csv file.
6. Enter additional attributes associated with the file you are uploading. If you are importing finances, select the Finance View (Plan or Actual) to upload.
7. Click the Upload. The system will tell you how many records were successfully uploaded.
8. Once the file has been uploaded, click the Validate Data button. On the Validate Data page, you can specify whether you want to allow changes to be made to the existing data or not. Click the Validate Data button. The system will work though the records and display a count of the records that have errors. All errors have to be fixed before the data can be imported.
9. Click the Delete Files button to delete an existing file and import a new one. Once data has been validated, you will have to delete the file before uploading a new one (even if you are only fixing errors).
10. Click the Import Data button to import the data. On the Import Data page, you can specify whether you want to allow changes to be made to the existing data or not. Click the Import Data button.
11. The imported objects should be visible in the appropriate listing pages.

    Notes:

    • You cannot import finances for projects using a finance template that have the setting Resource Computation Enabled set to Yes.
    • When uploading incremental finances, you must set the field Allow Updates to Existing Data to Yes for the values to get updated.

Viewing Error Records

1. Click the [View Error Records] link to view a list of the records with errors.
2. A dialog box will ask you if you want to open a file. This file will give you the name of the record as well as the column that has the erroneous data. E.g. If the contact information has not been formatted properly for a particular idea, the Error Message will say Contact.

See Also

Data Import and Export

Modifying Metadata for File Upload

Downloading Data Import Templates

Common Validation Errors

Unlocking a Data Import Process

Exporting Data

Downloading Data Integration Templates

Populate Resource Commitment Cache