Creating Import file / Mass import file
When using our import or mass import tools the data is imported from an excel file. The file must be formatted correctly, otherwise the import will not work. Follow the steps below in order to make sure the format is correct:
1. Single program import file
1a) Download a sample file
It is well advised to start with downloading a sample file. There is one available for each type of import.
1b) Do not change cell format
When adjusting the file make sure to change only the values. Do not to change formatting of the cells. We recommend to use Excel AutoFill when copying dates into our excel sample files. Please see Using Excel AutoFill for dates for more information.
2. Mass import file
Points 1a and 1b from above apply here as well. In mass imports programs are identified by their codes so it is vital that program codes in Topsheets (under Program Terms) match codes in the file. Please note that program code must not be longer than 20 characters.