Downloading Data Import Templates

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 & Export tab.
2. Select the Download Data Import 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 File option and save the file to your desktop.
5. Enter the data to be uploaded in the . csv file. The fields marked with an asterisk (*) are required fields and must be entered.

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

Note: The .csv files needs to be encoded as UTF8, only if the data in file is not in ASCII format. UTF8 file formats are generally not compatible with MS Excel.

See Also

Data Import and Export

Modifying Metadata for File Upload

Importing Data

Common Validation Errors

Unlocking a Data Import Process

Exporting Data

Downloading Data Integration Templates

Populate Resource Commitment Cache