Typologies
In this article, we will guide you through the simple steps required to efficiently import typology data, ensuring a seamless onboarding process.
The process of importing the typologies:
- Navigate to Maintenance
- And search for the Typologies list
caution
To import the data correctly, make sure there are no duplicate entries in the system.
The following combination must be unique:
- Name | Company | Division | Department Type | Department | Plannable | Active
Prepare your data file:
- Format your typology data file correctly for a smooth import.
- Ensure that the data is organized and structured in a compatible format.
- Verify that all mandatory fields are included and filled in correctly.
- Take into account any specific data format guidelines or restrictions mentioned in the system documentation.
- Check for inconsistencies or errors in the data to prevent issues during the import process.
FAQ
How can I check for duplicate entries?
To check for duplicate typologies, follow the steps outlined below:
- Access the list of typologies.
- Export all data to .xls.
- Open the .xls file and look for duplicate entries.
- Make note of the duplicate entries that need to be removed.
- Return to the typologies list.
- Delete the duplicate entries.