Streamlining Data Import with Connected Boards in Pronnel
In Pronnel, efficiently managing data across multiple boards is made seamless through the Bulk Import feature. This tutorial will guide you through uploading data while ensuring links to other boards are included. It will use a practical example of managing the CRM process across Contacts, Companies, and Pipeline boards. Imagine you already have information in the Contacts and Companies boards. Now, you want to smoothly upload this data to the Pipeline board while ensuring it's linked to the correct contact in the Contacts board.
Step 1: Prepare Your Boards and Excel Sheet
Before diving into the import process:
Ensure the boards are set up with the necessary attributes. For our example, consider the Contact board linked to the Pipeline board.
Prepare your Excel sheet with columns that match the attributes of your boards.
Crucially, include a column for the connected board, where the values precisely match the Title of the Contact board.
Step 2: Access Pronnel Import/Export Options
Open your Pronnel board.
Navigate to "Settings" and scroll down to find the "Import/Export" option.
Click on "Click to Upload" to initiate the import process.
Step 3: Map Excel Columns to Pronnel Board Attributes
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Once in the import interface, Pronnel will prompt you to map your Excel columns to the corresponding Item Attributes of your board. Map the Contact column of our Excel to the Contact board type connected attribute.
Ensure accurate mapping, especially for the connected board column that links to the Contact board.
After mapping is complete, click on the "Next" button.
Step 4: Review Data Mapping
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Pronnel will present a screen displaying the data mapping for your review.
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Double-check the mappings to ensure that all crucial information is accurately linked.
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When satisfied, click the "Import" button to initiate the data upload process.
Step 5: Monitor Import and Review Logs
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Pronnel will process the data import, and upon completion, you will receive an email notification.
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The email will include a detailed log indicating successful imports and any failures.
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In case of failure, download the error log Excel file in the email. This file highlights the reasons for failure, allowing you to correct the information.
Step 6: Correct and Re-Upload (If Necessary)
Open the error log Excel file and identify and correct the information causing the failures.
Save the corrected file and return it to Pronnel's import interface.
Re-upload the corrected file, following the same process outlined in Step 3.
Step 7: Verify Linked Information
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Once the import process is entirely successful, open your Pipeline board.
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Observe that the leads in the Pipeline are now automatically linked to the corresponding leads in the Contact board.
In conclusion, Pronnel's Bulk Import with Connected Boards feature streamlines the process of uploading data across interconnected boards. By ensuring a well-structured Excel sheet and accurate mapping, you can seamlessly link information and enhance the efficiency of your workflow. The built-in error log and correction process further contribute to a smooth import experience, allowing you to maintain data integrity and establish meaningful connections between boards in Pronnel.
FAQs:
How do I prepare my Excel sheet for bulk import in Pronnel?
Ensure that your Excel sheet includes columns matching your boards' attributes. Include a column for the connected board, and make sure its values precisely match the Title of the linked board.
What happens if there are errors during the import process?
Pronnel provides a detailed log as an Excel file in case of import failures. Download the error log, identify the issues, correct the information, and re-upload the file.
Can I review the data mapping before finalizing the import?
Yes, Pronnel presents a screen for you to review the data mapping before initiating the import. Double-check the mappings to ensure accuracy.
Can you link information from one board to another during the import?
Yes, correctly structuring your Excel sheet and mapping the connected board column can automatically link information from one board to another during the import process.
How do I access the Import/Export options in Pronnel?
Navigate to the Settings menu on your Pronnel board and scroll down to find the Import/Export option. Click on "Click to Upload" to begin the import process.
Can I import data into Pronnel without having a connected board?
Yes, you can still use the bulk import feature in Pronnel even if your boards are not interconnected. This tutorial focuses on scenarios where data needs to be linked across boards.
What information is included in the success and failure logs sent via email after the import?
The logs include the number of successfully imported items, details of any failed items, and specific reasons for the failures.
Are there limitations on the number of boards linked during the import process?
Pronnel does not impose specific limitations on the number of boards linked during the import process. However, ensure that your Excel sheet and data mappings are well-organized for a smoother experience.
Can I perform additional actions on the imported data after completing the process?
Yes, Pronnel allows you to perform various actions on the imported data within the boards, such as updating information, creating automation, and generating reports to enhance your workflow further.