Excel / CSV Import
Supported Import Types
Entity Import: Services, Engagements, Contracts, Partners
Import core entities in bulk when onboarding an existing portfolio. Each entity type has a dedicated import template with the required and optional fields.
Financial Data Bulk Import
Import historical financial data (planned and actual values) for existing engagements. Useful for migrating from spreadsheets or other tracking systems.
Preparing Your File
Download a Template
Download the pre-formatted Excel template for your import type from the Bulk Upload page. Templates include column headers, data types, example rows, and validation notes.
Required and Optional Columns
Each template clearly marks which columns are required (e.g., entity name, reference ID) and which are optional (e.g., description, category). Required fields that are empty will generate validation errors.
Format Requirements
- File formats:
.xlsx,.xls,.csv - Date format:
YYYY-MM-DD - Currency: Numeric values without currency symbols
- Text encoding: UTF-8 (for CSV files)
Upload Workflow
Configuration → Bulk Upload
Navigate to Configuration → Bulk Upload and select the entity type to import.
Staging, Validation, and Confirmation Steps
Upload your file to enter the staging view. Each row is validated against the schema — valid rows are green, errors are highlighted in red with messages. Fix errors in the staging table or re-upload. Click Confirm when all rows validate.
Troubleshooting Imports
Common Errors and How to Fix Them
- “Required field missing” — Check the template for required columns and fill them in
- “Invalid date format” — Use YYYY-MM-DD format
- “Reference not found” — The entity you reference (e.g., a service name) doesn’t exist yet — create it first or fix the spelling
- “Duplicate detected” — An entity with the same key fields already exists — choose to skip or update