Description

Pre conditions

The customer is responsible for providing data to Sympa in Excel format. The data must be uploaded to the designated Project/Material folder in Customers own Sympa at least two days before the scheduled Data Import. To allocate resources and confirm the timeline, the order must be placed at least two weeks prior to Data Import. Customers need to specify a table where the data import is ordered.  

When preparing data for import, please consider the following: 

• If both updating current rows and importing new rows is needed, two separate Excel files must be made.  
• Each row must contain a unique identifier, such as a Personnel Number. 
• The data may include multiple rows per person but should only contain individuals or information that require updating. 
• Ensure that all dropdown column values exactly match those listed in Sympa. 
• We recommend generating a report from the relevant table in Sympa to collect the data that needs updating. 
• Include row IDs for updated records in the import data. For new rows, IDs will be generated during the import process. 
• Filter the report to include only personnel or rows with information that requires updating, then export the file to Excel. 
• Connection and Filtered Connection fields are transferred based on data card IDs. These IDs must be included as new columns in the Excel file. You can find the IDs by opening the connection data card or checking a report.