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Smart Data Import

Overview

Besides adding individual projects, entities, or assets in the appropriate areas of the software, already existing and correctly formatted lists can be easily imported or updated by providing a smart data import tool. In addition, an Excel template is available for all three categories to create these lists initially. By default, this contains the mandatory columns specified for each category and can be supplemented with the specified optional columns using the checkbox.

Step-by-step

In the left-hand navigation, go to the Tools area, where you can find the Smart Data Import.

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Important

Always use a supported date format when creating an import or update file. You can see which formats are supported at the top of the import index page, along with a note on what to do if date values fail the validation process.

Also, pay attention to preventing duplicates when importing Assets, as there is no check for those in contrast to entities and projects.

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