• Import contact, product, contract or sales data using a Consonance template in xlsx format only.
  • 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.
  • Be sure you have the latest template for your import each time by downloading it from the appropriate new import page.

1. 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.

2. Add your import data to the template

Notes:

  • The importer can only read the first sheet in the workbook. Please only upload one sheet.
  • Rearrange or delete columns as needed, except for the required columns specified at the top of each import type’s documentation.
  • The importer will gracefully ignore any extra columns you use to help complete your data.
  • Any columns after a blank column will be ignored. The importer assumes that the first entirely blank column (including an empty header) is the end of the data set. Make sure columns with importable data have no preceding empty columns.
  • There is no maximum limit of rows. They do not need to be in any particular order. Cell formatting is not imported.
  • Don’t change the column headings. These are what Consonance uses to identify your data.

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.
  • If the system says your import cannot be processed, refer back to the detailed notes in this documentation and re-upload the file. Common errors include adding extra empty rows at the top of the file, and changing the column headers.

5. Approve your import

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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Clicking Approve import saves the data into the system permanently and is usually irreversible. Approved imports cannot be deleted. Changes will need to be made manually within individual works in the system. In rare circumstances, some import’s approval can be reversed by raising a support ticket.