General Details Mass Upload
The purpose of this job aid is to walk users through the process of mass uploading data to NexsysOne. This feature allows the user to mass upload in order to update General Details fields. Please note that a user will only have access to update fields they already have the appropriate permissions to update.
General Detail Mass Upload
Open this template on your computer, and click the option to Download in the top right.
Open the file. Add a column and input all information for each field you will be updating. Save this document, renaming it if desired. Note: The green headers must always be included. The ‘Phase’ and ‘Tag’ columns will always be left blank. Blue columns are the fields you will be updating.
Example spreadsheet:
Note: Column headers are for organizational purposes only. NexsysOne will not read this first row. Additionally, no formulas can be used in this spreadsheet, or it will not be accepted by NexsysOne.
From the Control screen, select the icon for General Detail Mass Upload.
Click ‘New’ to add the fields that you would like to update. Note: Only columns included in your current template will appear as options in this dropdown. The order of these columns MUST match the order in your spreadsheet.
Once all fields have been added to match your Excel sheet, click ‘Browse’ and select the spreadsheet.
A report will be generated that will allow you to preview the changes that are about to be made. Valid entries will be labeled as ‘Ok to proceed’ and invalid entries will be labeled as an ‘Invalid list data value’, as demonstrated below. Always review to ensure the appropriate columns are being updated with the appropriate data.
When changes have been reviewed, click ‘Save’ in the bottom right to apply changes.
Each individual cell will have a confirmation to indicate whether or not the cell was updated. Cells that were successfully updated will be labeled ‘Updated’. If the updated data matched the existing data, the cells will be listed as ‘Not Updated’. If you attempt to upload an invalid entry, the cells will be listed as ‘Invalid list data value’, and the cell will not be updated.
After reviewing the confirmation, you can close out of the General Detail Mass Upload window. Upon refreshing your page, changes will be reflected in the Control screen.