This tool allows an organization to import Projects from a Excel file into your Synergy database.
This functionality is perfect to use when you use Projects to track activities, such as an installation of a new machine or an implementation process with a customer and wish to add this new or updated information into Synergy.
An Excel spreadsheet is created with data on these new Projects. This spreadsheet includes the fields that can be selected for the metadata to be stored properly within each account.
A mapping of data from the database and the Excel spreadsheet is used.
When imported into Synergy using these fields, new projects will be created. Projects already in Synergy may be updated with new information, if desired. Parent and Child Projects may be imported
Projects can be imported by a System Administrator or other Resources that have the rights for this importing process. Templates can be built to allow similar Excel sheets to be uploaded without re-mapping of fields.
Standard Project free fields and GLM System’s free fields may be used within the importing process.