Data - Imports

Key Steps

1. Creating New Tasks from Excel Document:
   • Navigate to Data Imports and select New Import.
   • Download the CSV file containing the tasks.
   • Upload the CSV file, selecting CSV format.
   • Configure columns by mapping fields like season, quantity, and account.
   • Save the mapping and run the import.
   • Refresh the page to view the results and verify the new tasks.
2. Updating Existing Tasks in Bulk:
   • Export existing tasks from Trak to a Google Sheet.
   • Make necessary updates in the Google Sheet, ensuring the Task ID column is present.
   • Download the updated data as a CSV file.
   • Create a new import in Trak, selecting the existing option.
   • Upload the CSV file and configure columns to match based on Task ID.
   • Update the desired columns (e.g., quantity) and save the mapping.
   • Run the import and refresh the page to view the results, checking for any failed updates.

Cautionary Notes

• Ensure the Task ID column is correctly matched to update existing tasks.
• Double-check the mapping of fields before running the import to avoid errors.
• Investigate any failed updates to rectify data discrepancies.

Tips for Efficiency

• Use the "Create New Model if One Doesn't Exist" option cautiously to prevent unintended data creation.
• Regularly download and review the results of imports to maintain data accuracy.
• Save time by preparing and organizing data in the CSV file before uploading it for import.