Importing Investment Data

Sheila and her colleagues have previously managed many of their investments and associated data in spreadsheets. To facilitate the transition to the software, Sheila can import this data into the system.

Note

The prerequisite for importing investment data is that the associated investment plans have been created by an administrator. You cannot import data on the folder or sub-folder level.

Note that when importing investment data, the existing records are always interpreted as full import when mapped with an existing line item. This means that all mapped cells are replaced by the value in the spreadsheet. You may have to correct any errors manually.

You can only import XLSX and XLS files.

The import uses only the first table of the Excel file. The first column is interpreted as the names of categories, sub-categories, line items und placeholders. All data up to the first empty cell in this column will be imported.

If you want to structure the rows into categories, sub-categories, line items und placeholder, note the following annotation:

Type

Structure Annotation

Example in Following Screenshot

Root element:
Grand Total

* in front of name

Note: The root element Grand Total doesn't have to be in the import file. The Grand Total will be part of the export file.

*Grand Total

Category

** in front of name

**Trade Show

Sub-category

***, **** in front of name, Number of stars depend on sub-category level

***Oracle MME

Line Item

No symbol before name

Registration

Placeholder

## before name

##Additional Trade Show

If you want to update existing categories, sub-categories, line items and placeholders, you must map the records in the spreadsheets with the already created items in the system. To do this, the second column of the imported spreadsheet must contain the Uptempo IDs. Name this column ID in the first row and enter the Uptempo IDs of the categories, sub-categories, line items and placeholders. You can determine the IDs by an export, see Exporting Investment Data. If an ID column is missing, the entries in the first column are interpreted as new items and will be added accordingly to the investment plan.

In the following columns you can enter the data of the line items. Note that during the import you have the possibility to decide for which columns data has to be transferred. If you have columns with no data or with data that is not up-to-date, you can simply exclude them from the import.

  1. On the Budget tab, click the Import button and select Investment Plan from the drop-down list.

  2. On the Import Data page, select the desired investment plan from the drop-down list.

  3. Click the Browse button to select your import file.

  4. Click Map Fields.

  5. Map your spreadsheet column headers to the corresponding column headers in the app. Include only columns that contain correct data and that you want to import.

    6. Note: If your information is not showing properly, cancel the import and make sure that your spreadsheet matches the import requirements.

  6. Once completed, click the Merge Data button.

    7. An Import Summary will display.

  7. Review the summary and click Done or Import Another File.

You have imported investment data.