Import of Partners

What is the Partners import?

Through the form Partners import, it's possible to massively load a large number of partners inside the KanbanBOX Partners master.

How to import new partners

Procedure:

1. Access Masters > Import > Partners;
2. In the page Partners import click on import_partner.xlsx in the field Download Excel template;
3. The empty Excel file is automatically downloaded: here you can enter the new partners;
4. Open the Excel file import_partner.xlsx;
5. The first sheet Help shows a brief guide on how to compile the file. To insert the partners, click on the second sheet Partners;
6. Fill in all the data (see details below, in the compilation guide);
7. Save the Excel file (keeping the name import_partner.xlsx is not mandatory);
8. Re-enter KanbanBOX in Masters > Import > Partners;
9. In the field Excel file for Partners, click on Choose file;
10. Search for and select the file saved in point 7;
11. Click on Open;
12. The file is now selected and loaded into the space provided. Then click on Partners import;

13. In the new screen, the data entered in the Excel will be re-proposed. Pay particular attention to the last two columns:

    Field	Description
    Errors	If the import causes an error, the line will be placed at the top of the partner list and will not be imported to the system. It is possible to know the reason for the error in this column.
    Action	Update: the partner is not new, but it will be updated into the KanbanBOX Partners master. Attention: every updated partner loses all the information previously entered in all fields and acquires the new ones inserted in the Excel file! Add new: a new partner is added in the Partners master.

14. Click on Import data in KanbanBOX to complete the import. The data will now be entered into the Partners master.

How to update partners by the import

Procedure:

1. Access Masters > Partners > Partners list;
2. In the table, filter the partners you want to update;
3. Click on the icon in the table menu Export partners for import;
4. The file import_partners.xlsx is downloaded automatically: it contains all the partners filtered in the table Partners master;
5. Open the Excel file import_partner.xlsx;
6. The first sheet Help shows a brief guide on how to compile the file. To modify the partners, click on the second sheet Partners;
7. Edit the file and save it (keeping the name import_partners.xlsx is not mandatory);
8. Go back to KanbanBOX in Masters > Import > Partners;
9. In the field Excel file for Partners click on Choose file;
10. Search for and select the file saved in step 7;
11. Click on Open;
12. The file is now selected and loaded into the space provided. Then click on Partners import (add or update);

13. In the new screen, the data entered in the Excel will be re-proposed. Pay particular attention to the last two columns:

    Field	Description
    Errors	If the import causes an error, the line will be placed at the top of the partner list and will not be imported to the system. It is possible to know the reason for the error in this column.
    Action	Update: the partner is not new, but it will be updated into the KanbanBOX Partners master. Attention: every updated partner loses all the information previously entered in all fields and acquires the new ones inserted in the Excel file! Add new: a new partner is added in the Partners master.

14. Click on Import data in KanbanBOX to complete the import. The data will now be entered into the Partners master.

How to fill in the partners import sheet

The sheet is divided into:

• Columns: based on the maximum number of fields that can be imported in the Partners master;
• Lines: number of partners that you want to massively import in the Partners master.

For each completed line, a new partner will be added to the table Partners master. When compiling, follow these rules:

• Do not change the name of the sheet Partners or it will not be considered during the import;
• Do not change the name of the fields or the data will not be considered during the import;
• Additional sheets will not be considered during import;
• Additional columns will not be considered during import;
• Any missing columns will be considered as invalid values;
• The cells of the columns cannot contain formulas.