Importing Initiative and Organisations

Step 1. Download data templates for import
 
To begin the export process you’ll first need to export a copy of your records Initiative or Organisations record or use the templates provided below.
 
These templates are empty CSV sheet ready for you to start populating with data.
 
Downloadable templates:

 

organisations_template.csv

initiatives_template.csv

 

​Step 2. Populating data
 

Using the templates provided (or downloaded Initiatives or Organisations lists) add the data you wish to import under each column heading.

 

​To import data successfully, there are two required fields for both organisations and initiatives, which as minimum need to be completed to finalise the import. These are:
 
Required fields for Organisations:
*Name
*Sector
 
Required fields for Initiatives
*Name
*Transition Card
 
All other records are not required and if left blank will be imported with no data recorded.
You can come back at any point and update blank fields when you require.

 

 

 

Step 3. Importing Organisations (must be first import)

 

Before initiatives can be imported, you must first import your list of organisations that are working on or partnering with initiatives. 

 

Get your file ready:

  1. Ensure that you assign a sector to the organisation from the options provided in the template.

 

To import your saved your list of organisations .CSV file select Choose File. Once you have chosen your saved file, then press Import

 

 

 

 

 

 

 

 

Once your file has been successfully imported you will see a notice that confirms Organisations records successfully imported

 

Step 4. Importing Initiatives 

 

Once you have completed importing your Organisations you are ready to import your list of initiatives.
 

Getting your file ready:

1. Ensure that the names partnering organisations are an exact match across the two saved lists.

2. The names of the subsystem tags exact match to those saved in you subsystem tag lists.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To import your saved your initiatives .CSV file select Choose File. Once you have chosen your saved file, then press Import

 

 

 

 

 

 

 

 

 

 

 

 

Once your file has been successfully imported you will see a notice that confirms Initiative records successfully imported

 

 

 

 

 

Reviewing errors. 
If upon importing there were errors with your data, you will see a message like this.  (insert Pictures)

 


 

 

This table highlights the rows and cells with incomplete data.

​In the first row, there will be a message that will tell you the error that needs to be corrected - for example Transition Card is Invalid.


You will need to update these cells and then reimport amended records.
Records without errors will have been imported successfully 

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