How to create an Excel import
Why import to Excel?
There can be many reasons why you would like to import Excel into a business system. It could be:
- You would like to import timesheets into your salary system.
- You need to upload project reporting and project management data.
- You need to upload sales or product data.
- Your work requires batch upload of data.
- You are migrating data into a new system.
AS-IS: Manual entry
TO-BE: Automated import
The import structure
The high-level aim when you transfer data from Excel to a business system is always the same. You would like to migrate a data set from one system to another.
You would like it to happen in a way where the current structure of your Excel data is matched with how your business system processes data. So the fields, the rows, and the columns from your Excel file are passed into your business system in the right way.
Automation without code
You can configure your Excel import automation without code in minutes in Cognifirm. Here is how.
You need to create an automation that makes it possible to upload an Excel file to Cognifirm and then let the system import the right cells of the file into the right fields of your business system.
A process consists of a source, a destination, and business logic.
Prepare your Excel data
An Excel file would normally consist of more data that you would like to import into your business system, just as the organization of the data and the naming almost always will be different between the two sources. So, you need to select and name the data elements from your Excel sheet that you want to migrate to your business system.
You do this by naming the columns in the admin dashboard.
All the content in the columns that you name will be mapped into your business system. All the columns that you do not name are not. This is how you select which data from your spreadsheet that you would like to be migrated into your business system.
Here you match the fields from your Excel sheet with the form that we have saved from the destination system. So here you are telling the system which Excel fields must be copied into which of your systems fields.
The last steps
You need to select which of your teammates should have access to your new Excel import automation. Also, in this example, we used Excel. It could also have been a CSV file.