Introduction #
Upload & Download Center is used for uploading the data in bulk. User can upload the questions or responses in bulk by using a single sheet. There are 4 columns. i.e., Available Uploads, Access Data Upload Templates, Upload Data Using Templates & View and Export Previous Individual Uploads. Available Uploads indicates the type for which the data cab be imported. Access Data Upload Templates will download template in which data is inputted. Upload Data Using Templates is to upload the template in which admin inputted all the data. View and Export Previous Individual Uploads will export all the data that is previously imported.
Types of Uploads #
There are following types of Uploads for which a user can import data.
- Opportunities & Deals – This Upload helps to import/update Open & Closed Opportunities data for partners.
- Partner Accounts – This Upload helps to import/update Partner Accounts data.
- Budget & Items – This Upload helps to import/update Budgets & Items data for partners.
- Partner Contacts – This Upload helps to import/update Partner Contacts data for Partners.
- Partner Certifications – This Upload helps to import/update certifications data.
- Channel Account Managers – This Upload helps to import/update data for Channel Account Managers.
- Partner Profile – This Upload helps to import/update Partner Profile data.
- Scorecard Provisioning – This Upload helps to import/update Capabilities scorecard data.
Note:- Templates to be exported are only available for Partner Profile & Scorecard Provisioning.
How to Import data against the Upload Type? #
Step-1: Click on ‘Import’ against any of the upload type.
Step-2: Select the excel file to be imported & Click open.
Step-3: A popup to map fields will appear. In this popup, mapping of fields will be done. User will map fields of the uploaded excel file with the admin defined fields.
Match By Field: Select the fields with which user wants to match the data. If data of selected fields already exists in the existing data, then that record will get updated else a new record will be inserted.
Step-4: After Mapping Fields, Click on ‘Import’ button to insert/update the data.
Step-5: After Successfully uploading data, a popup will appear displaying Diagnostics which means the number of records uploaded & number of records not uploaded.
On Clicking ‘Total Records’ count, user can export the Diagnostic report which will include all the records either uploaded or not uploaded(if any) with their reason for not being uploaded as an error comment.
How to Export the previously imported excel files? #
Step-1: Click on ‘View’ against any of the Upload Type.
Step-2: A popup appears which contains 4 columns.
Columns are as follows:
- File Name:- This column contains the name of the file which was uploaded.
- Date of Upload:- This column contains the date & time on which the file was uploaded.
- Total Records Uploaded:- This column contains the number of records uploaded.
- Action:- This column contains two actions:
a. Export:- This action helps to export the file which was uploaded.
b. Delete:- This action helps to delete the record.
