How does the Excel Import Work?

The Excel import feature allows you to seamlessly import various types of data. The feature comes with the following key capabilities:

Import elements: With this new feature, you will no longer be required to manually upload data. Now you can upload elements in bulk, saving you time and effort. The feature supports importing elements specific to each element type and workspace, ensuring precise data organization.
Ratings and comments: Keep track of valuable insights and feedback from your team, or clients. The ITONICS Excel import feature allows you to import ratings and comments associated with each element, facilitating comprehensive data management.
Element updates: Not only can you add new elements, but you can also update existing ones with the Excel import feature. This ensures your workspace remains up to date and reflective of the latest changes.

Please note that the Excel import will not work when:

A date in the future is indicated in the date fields: Created At or Updated At
Case-sensitivity is not respected when adding a value to a cell, representing a list field, e.g., when you have the dropdown value “Data-driven”, but write “Data-Driven” in the cell of the Excel
Relations cannot be established before the referenced element exits. Elements must be created first, and the relations can be set during a second import.

To intake content in bulk, you can make use of the spreadsheet import feature.

The import consists of three simple steps:

Choose the element type you want to import and download your template. [3]
Fill the template with your data. Please make sure to provide the data in the correct format. Take a look at the tables below for further information. [4]
Upload your file using drag and drop or select from your file manager and click on Check file. [5]

Once the file is validated, you can upload your elements.

The generated import template consists of the following three tabs and respective columns:

The Excel import allows you to upload your innovation portfolio effortlessly. Easily bring your existing content, ratings, and comments into your workspace.