Import data using a template

  • Import contact or product data using a Consonance template.
  • The imported data is validated, and you are presented with error and autocorrect messages for review.
  • Approve the data when the data is error-free to save it into Consonance.

2. Download a spreadsheet template to import

  • Go to Data exchange > Imports
  • Click on New import and choose the type of import you want to perform.
  • Download the template spreadsheet in Step 1 by clicking its name.

3. Add your import data to the template

3. Upload your completed spreadsheet

  • Go to Data exchange > Imports
  • Click on New import and choose the type of import you want to perform.
  • Click Choose file and select the file from your computer.
  • Click Upload and validate.

Your upload is queued for validation. The length of time for validation depends on the length of the queue and the size of the import.

4. Review your import

Once the import is processed, you see an overview summary of the evaluation of the data on the Imports page.

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  • View errors by clicking the name of the import. This is the draft item view.
  • Draft items are stored in the same order as your spreadsheet.
  • See below for details of what the system validates.

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  • Correct errors in your spreadsheet and upload again before you approve the import.
  • Currently, errors cannot be corrected in the application nor can only some rows be approved. This will be enhanced in the future.

5. Approve your import

Clicking Approve import is irreversible and saves the data into the system permanently.

The option to Approve import appears in the messages coloumn of the import row when there are no errors in the spreadsheet.

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