Importing Data
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      1. Consultation Manager Helpdesk
      2. Tools & Features
      3. Importing Data

      Formatting your data for import

      Your data will need to be formatted accurately to successfully be imported

      💡 You do not need a template for your import, but an easy way to create a template is by running a Tabular Report on the relevant Entity and using the columns included in that spreadsheet as the format for your import data.

       

      Field Type Example Fields Format

      Text

      Short text data

      		 First Name, Last Name, Organisation, Property Number, Property Reference, Event Location
      • Individual column per field
      • Up to 1,024 characters

      LongText

      Long text data

      Stakeholder: Notes,

      Event: Summary,

      Stakeholder Comments, Team Response
      • Individual column per field
      • Up to 2,147,483,647 characters

      Number

      Numeric character

      		 No standard fields
      • Numeric characters only

      Boolean

      Checkbox

      		 No standard fields
      • TRUE/True/true
      • FALSE/False/false

      ⚠️ This data format is not case-sensitive

      DateTime

       

      Date and Time

      		 Start Date, End Date

      Any combination of:

      • D/M/YY
      • DD/MM/YY
      • DD/MM/YYYY
      • DD/MM/YYYY HH:MM
      • DD/MM/YY HH:MM AM/PM

      ⚠️ Dates without times will be entered as 12 am

      Classification

      Single-select tag

      		 Event Type, Event Sentiment

      See Importing Data with Classifications

      ClassificationGroup

      Multi-select tag

      		 Stakeholder Groups, Distribution Lists, Issues See Importing Data with Classifications

      Attachment

       

      File

      		 Document Attachment

      ⚠️ Attachments cannot be imported

      Aggregate

      Address data

      		 Address

      Individual column for each of:

      • Address
      • Suburb
      • State
      • Postcode
      • Country

      Coordinate

      Longitude and Latitude

      		 Location

      Latitude must be listed first. Values must be separated by a comma (with or without a space)

      • Latitude, Longitude
      • Latitude,Longitude

       

      If a cell contains invalid data (i.e. data that cannot be mapped to the specified field type), the Import tool will return an error message indicating which row/s, field/s and value/s are incorrect. No records will be created by the importer. You must review your spreadsheet, update the data and run the import again.

      Some examples of invalid data include:

      • Classifications (tags) which are expressed incorrectly

      • Dates which are formatted incorrectly

      • Short text fields that contain too many characters

      • Text which is included in a Number field