Planon Real Estate : RE Assets : Data management : Import data
Import data
At Import data level you can upload facts and risks.
The data that you want to import, must comply with the data definition. When uploading a file, it will first be validated to ensure compliance.
Importing data happens in two steps. First, you upload your file and once validated, you can proceed to import it.
Procedure
1. To upload a data file, select your file (CSV or XLSX format) and drag it into the upload area.
Alternatively, you can click Upload files and browse to your data file.
The file will be validated. Error(s) will be listed in the panel below, which will enable you to fix the reported issues and re-upload the file.
Clicking Download template enables you to download a template containing:
◦ All entities
◦ Manually selected entities
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• APIs are also supported. For more information, refer to the Service Desk documentation.
• A data set (based on the data definitions) can also be stored on an FTP server. The location of the FTP server is determined during implementation. On the Import tab, you can configure a scheduler to automatically upload and import files from the FTP server. Files are imported only if no validation errors are detected.
2. Click Next or click the Import tab to proceed with importing the data file.
There may be a whole list of pending data imports. To review the corresponding data, you can click Download data at the bottom.
3. Click Import to import the data.
You can either click
◦ Validate only - to only validate the data.
- The Count delta column lists the number of data changes compared to the current set.
- If the validation is successful, the status changes to Passed.
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When Validate only is selected, the comparison view becomes available. Selecting View displays the changes compared to the previous successful data import. You can filter the data by data entity and asset. Additional filters can be applied within the grid.
◦ Validate and import now - to validate and import the data.
- If the validation and the import is successful, a message appears in the screen with a link to the Import history.
- A notification appears at the top saying that the process data was updated.
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Import validations are displayed as errors and warnings. Warnings do not block the data import, but they should be reviewed.