Import data using a template

Import contact or product data using a Consonance template. The imported data is validated, and you are presented with error and autocorrect messages for review. Approve the data when the data is error-free to save it into Consonance.

1. Download a spreadsheet template to import

  • Go to Data exchange > Imports
  • If there are no existing imports, you are already on the New import page. If you have existing imports, click on New import to go to the New import page.
  • Download the template for the type of data you want to import by clicking its name.

2. Add your import data to the template

  • For each row in the spreadsheet template, complete one or more columns.
  • Some identifying column headings are required. Others can be deleted if that helps your workflow. Spreadsheets with unknown column names are rejected, so do not change or add column names.

Import types

3. Upload your spreadsheet

  • Go to Data exchange > Imports
  • If there are no existing imports, you are already on the New import page. If you have existing imports, click on New import to go to the New import page.
  • Click Choose file and select the file from your computer.
  • Click Upload and validate.

Your upload is queued for validation. The length of time for validation depends on the length of the queue, and the size of the import.

4. Review your import

Once the import is processed, you see an overview summary of the evaluation of the data on the Imports page.

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  • View errors by clicking the name of the import. This is the draft item view.
  • Draft items are stored in the same order as your spreadsheet.
  • See below for details of what the system validates.

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  • Correct errors in your spreadsheet and upload again before you approve the import.
  • Currently, errors cannot be corrected in the application nor can only some rows be approved. This will be enhanced in the future.

5. Approve your import

Clicking Approve import is irreversible and saves the data into the system permanently.

The option to Approve import appears in the messages coloumn of the import row when there are no errors in the spreadsheet.

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