Connectivity and automation

Spreadsheet and File Import

Bring existing files into application records through mapping, validation and error handling.

Request a site assessment How does it work?

Overview

The need it addresses

Excel / File Import is positioned to use the business's existing lists as starting records, or to carry defined records between systems by file. It can reduce re-entering all information one by one during the first installation, and it can provide a transition path for businesses that have no direct connection.

How does it work?

The target working principle is to match the fields of the file to be imported with the relevant records, to show missing or unsuitable rows and to follow the result of the import. Separate templates may be needed for different record types such as customer, product, personnel, machine, opening stock or work order. The meaning of numbers, dates, units and identities is checked before the import.

A file import is not the same as a continuous live connection. The stock information in a file taken yesterday does not include current movements. If files will be used regularly, the person responsible for preparing them, the import frequency and the correction arrangement are determined.

Existing infrastructure and data

Inputs

Needs discussion: The problem, users, priority and examples of existing records
Site and infrastructure assessment: Relevant owners, process access and permitted data samples
Scope and plan: Priorities and implementation limits
Installation and adaptation: Verified starting data and authorized people
Validation and training: Users applying sample jobs
Go-live and support: A usage owner and support contact

Scope conditions

The scope, deliverables, assumptions and plan are written in the scope and plan step; responsibility and acceptance conditions are determined together.

Price, warranty and service periods are confirmed separately; this page does not define a finished standard package.

Example use

The business's machine list is taken from a single file. Rows in which one machine is repeated with different spellings are checked. Personnel and product lists are also created with suitable matching. The source and import date are preserved.

Steps

Needs discussion: Clarifying the business question and the success criterion
Site and infrastructure assessment: Assessing the workflow, software, machines and data sources
Scope and plan: Writing down the product/service selection, responsibilities and acceptance conditions
Installation and adaptation: Preparing content, data transfer and the specified connections
Validation and training: Trying opening, correction, approval and closure together
Go-live and support: Monitoring use, handling problems and planning expansion

Outputs

Needs discussion: Preliminary needs summary
Site and infrastructure assessment: Assessment notes, data and connection list
Scope and plan: Scope, deliverables, assumptions and plan
Installation and adaptation: Starting environment, applied
Validation and training: Acceptance records and task-based training
Go-live and support: Support arrangement and improvement list

Suitable industries

SMEs that work mostly with Excel, businesses moving to a shared record system for the first time and companies that can export files from their existing software.

Frequently asked questions

Which of our business questions determines the starting scope?

In the first meeting we determine which question your business is looking to answer. We assess your process and existing infrastructure to define the starting scope.

Discuss your project

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