Import Process (2023) : intelligentcontract

The Import feature has been updated to make it more intuitive and easier to use. The improved feature allows you to:

Create your own csv file templates
Upload external csv file(s) for loading into your account
Export existing Import csv file(s) to work offline
Generate file(s) of existing data in your account and work online
Save a Draft of your Import file(s) to come back and finish at a later date
Batch a number of Import files together and cross validate them
Exit the feature whilst validation is in process
Mass update sub tab information

Once data is loaded into the Import screen the values can be adjusted accordingly to what your requirements are. All Import files will be validated against your account values and any invalid values will be highlighted for you to easily see and adjust.

When creating an import file validation indicator icons on each tab will inform if the data in each tab is either missing, has errors or is validation. Orange means not data has been populated into the tab, red x means there is a validation error, green tick means the data in the tab has validated correctly.

Fig 1 - Validation icons

Once all values have been validated then the data can be Imported into the account and your account data will update to reflect the changes you have made. This may be to add new records, delete or modify existing records.

Navigate to => Import Workbench

When opened, the Import summary screen will display a list of all the Imports that have been performed in your account.

Please note that the Import process is used by intelligentcontract to load your initial data for go live so there may already be values in this screen even if this is the first time you are using it.

The Import summary screen will list all of your Import information such as its Name, Description, its Date added and its Status. Once an Imports status is Complete, the file cannot be opened again.

Fig 2 - Import Workbench summary screen

If you wish to open an existing Draft Import that you have started then click on the relevant record. Your existing file will open and you can continue working on it. The Draft status will tell you if the existing file is validated or has errors that still need to be fixed.

If you wish to create a new Import then press the [New] button.

Fig 3 - Creating a new import file

Give your Import file a Name, Description and select the Templates you wish to include from the drop down list and then press [Next].

Fig 4 - Import file and template selection

You can select as many of these templates as you wish, each template file will be handled individually and also as a set. Each template file will cross reference across each other as you create/load/modify your data, so if the templates contain records that are linked to each other then this can be done in the same Import batch. For more information about cross referencing please click here.

Import Workbench

Once you have selected your templates and have pressed [Next] you will be presented with the Import Workbench.

The top of the screen will display in tabs each of the templates that you have selected. Click on the relevant tab to start working on that file.

You will be presented with an empty grid for you to create/load/modify your data. The grid works similar to excel but with basic features.

Fig 5 - Import Workbench

Click here for details on how to manually populate the grid with data.

Click here for details on how to mass populated the grid with data.

Click here for details on the grid tools.

At any point you can [Save] your Import file, if you have made changes to a file and try to leave the screen a warning will display prompting you to save your file.

Fig 6 - Saving an import file

Once Saved, you can exit the screen and come back to your import file at any time to complete it, your file will be listed in the Import summary screen with its current status.

Fig 7 - Draft Import files

When the file is opened again, it will automatically run through a new validation, this is because your account data may have changed since you last opened the Import file, the new validation will revalidate your file data and will present any new errors that now occur.

Editing an Import set

At any time you can adjust your Import set if required. Open your file and in the [...] there is an option to 'Edit import set'

Fig 8 - Editing an Import set

This will take you back into your original Import creation record where you can make adjustments. You can alter the Name and Description and you can also add or remove templates to the set - please note the warning when removing a template from the set, once removed it cannot be retrieved and any work done on that set will be lost.