- Midaxo allows you to update existing Projects in bulk with an Excel import.
- In order for the platform to map the data to the correct existing Project, the Project ID must be used.
If the Project ID is not used, the platform will NOT recognize the Projects as existing Projects and duplicates will be created. Projects can NOT be deleted in bulk so if duplicates are created you will need to delete the Projects one by one. Considering our clients are typically importing hundreds, if not thousands, of Projects at one time this can be a very time consuming issue to manually fix. Proceed with caution.
If this is your first time updating existing Projects via Excel, we strongly recommend starting with a small subset of Projects (1 - 5 Projects).
To import NEW Projects via Excel, please see the instructions here.
STEP 1: Export Data from the Grid View
- Navigate to the Grid view, and in the upper right corner click the gray upwards arrow to export your data to Excel. Check to make sure no Filters are turned on (top left corner) as the export will reflect any active Filters.
- Open the downloaded Excel sheet and note the Project ID field in the left most column.
- Update this Excel export with the new data you would like to import. Remove any columns for fields that you do not want to change for a faster import.
- If you keep the column headers but do not enter data in them, the existing data will be removed.
STEP 2: Import Data
- To import the updated Pipeline data, from the Pipeline or Grid view click the green downwards arrow > Excel: Import project from Excel (.xlsx).
- Select your Excel sheet > Open.
- Review your data carefully and note at the bottom of the import dialog the number of existing Projects being overwritten vs. new Projects that are being imported. Existing Projects will be highlighted in yellow.
Message shown at the bottom of screenshot above:
- Column headers will map to their corresponding fields, however you should review each column to ensure they are being imported to the correct field. If a field is not mapped or is mapped incorrectly, click the drop down arrow and select the correct field.
- Project ID should be in the left most columns, and will be mapped automatically, so you do NOT need to "Select a field" for Project ID.
- After carefully reviewing all data, click Import in the lower right corner.
- Once the import is complete, you will see a message that says "Project import completed successfully".
- If there are errors, download the error report to review.
Import Dialog Errors
- Single and Multiple Choice Fields: When importing to a Single or Multiple Choice field, if the data in Excel is not an exact match for one of the choices for that field in Midaxo, you will receive an error on the import preview page.
- Errors are highlighted in red, and error messages reference the column and row that the error is found on.
- In the example below, the only available choice values for "Region" are Americas, APAC, or EMEA, but the Excel sheet referenced "USA". To remedy this, close the import dialog by clicking the X in the top right corner and then:
- Change the available choices in Midaxo to match your Excel by going to Settings > Process Settings > Cover Page, OR
- Edit the Excel sheet to match the choices in Midaxo.
- Dates: Dates must be in the Short Date format, shown in Excel with an asterisk. This ensures that the data updates based on the User's time zone.