Perform Excel update

Using the Excel data import feature, you can create data records for any table that has an Excel import template by filling out an Excel list. You can use this import template to enrich existing data in the portal.

Import time limits:

• If the import has already been running for more than 2.5 minutes, the import file should be split.

• The maximum time for the import is limited to 15 minutes before the import is aborted.

• Import limitations regarding data volume:

• The maximum amount of data that can be imported depends on the following factors:

• SQL Server performance

• Number of rows to be imported

• Number of columns to be imported

• Number of columns in the import that refer to selection fields

Prerequisite

• You must be a member of a user group with administrative rights

Download import template

Open the list into which data is to be imported (e.g., Control Panel - Property Management - Property Accounting/Cost Entry - Chart of Accounts - General Ledger Accounts).

1. In the list's toolbar, click Export and then click Template for Data Update.

2. Click Create Template.

3. The import template will be downloaded.

Fill the import template with data

1. Open the import template in Microsoft Excel.

2. Fill the import template with data. Please note the following instructions.

3. Make sure there are no empty columns between the columns. It is not possible to import empty columns. The import will then stop at this point. Move columns without content to the end of your import template.

4. The required fields in the table must be filled out and included in the Excel file.

5. You can clean up data you previously stored in Microsoft Excel and transfer it to the import template. Make sure you enter the data into the correct columns.

6. Some columns refer to data from other database tables in the eTASK system. They are represented in the user interface by drop-down menus. If you enter data into these columns in the import template that is not yet registered in the database, the data record in that row cannot be imported. To work around this issue, you can import the required data into the FM Portal one by one. This way, they will already be present when importing data based on them and can be recognized.

7. To transfer the contents of dropdown fields to an imported record, a partial entry of the dropdown field’s content is sufficient, provided it is unique. It is also not necessary to distinguish between uppercase and lowercase letters.

8. To populate checkboxes: Enter “TRUE” if the checkbox should be checked. Enter “FALSE” if it should be unchecked.

Import Data

Path to the starting point: Control Panel - Portal Options - Interfaces - Excel Data Import

1. Click Select... and choose the import file.

2. Click Load List. All rows of the import file will be displayed.

3. Click Test. Each row is checked to see if it can be imported. The following results may appear:

• Green: Row importable. The row can be imported.

• Yellow: Input required. The field is invalidly empty and must be filled in if the row is to be imported.

• Blue: Record exists. This record already exists. If there are no discrepancies, it will be ignored during import. If there are discrepancies, the corresponding record will be updated.

• Beige: Text too long. The field entry exceeds the maximum number of characters allowed and must be shortened if the row is to be imported.

• Red: Selection text not found. The selection text was not found and must be adjusted to match one of the possible selection texts if the row is to be imported.

• Pink: Content will be deleted. This content was previously available in the eTASK.FM portal and will be deleted with this import.

If you want to import the importable rows, click Import Data. No further confirmation will be requested.

The data will be imported into your eTASK.FM portal.