Feature: Import tasks from an Excel file.
Use: Save time with the bulk import tool.
Prerequisites
Know how to create a task definition.
Opening the Mass Import page
Go to the side menu. Click Utilities > Mass Import.
On the new page, click the Import Type field and select Tasks.
Click the Import Definition field and select a task definition.
Click the Download Template link. The Excel file downloads to your device.
Mapping fields
Open the Excel file. Do not change the top row or column labels. Add one record to each row. Empty cells are okay if they are not mandatory elements in the task definition.
Depending on your upload, you might be prompted to add an Asset number column to the Excel template during the mapping preview. If so, add a column. Then go to the Asset Registry, find the assets, and copy and paste the asset number of each asset into the correct Excel file column.
Upload the edited file to the Excel Upload window. Nektar displays the columns and suggested mappings (if possible). Review the fields and make sure the mapping is complete and correct.
Depending on the task definition, the top of the page might display several grey blocks of system fields with no mapping (e.g. associated asset number, location, etc.). In some cases (e.g. asset number), you must map that field before the import job can complete.
Scroll down the page, review the white blocks, and confirm each element label is mapped correctly. If a change is required, click a field and select a different element.
Previewing the mappings
To test the mapping solution, click the Preview button. If there are errors, an Alert popup displays and describes the problems.
If required, open the Excel file on your device and update cell values as needed. Then, go to the Excel Upload window, click the X to remove the current file, and upload the updated file. Click the Preview button again.
If you make changes to the task definition to solve mapping errors, you must reload the definition on the Mass Import page.
When the mapping is error-free, the Preview Import page displays the tasks to be imported. Click Cancel to make changes or Import to create the tasks.
Confirming the import
Once the import completes, open the View Tasks page. Use the date picker to set a narrow date range and quickly find the tasks. The table displays the new tasks with element values.
