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Import configuration from Microsoft Excel file

You can use a special Microsoft Excel template for simple data entry into RapidValue.

You can use this template to:
  • Create a new solution.
  • Add data to an existing solution.
  • Change data of an existing solution.


Consultant Consultant Consultant Download 'RapidValue data entry template' Download 'RapidValue data entry template' If you want to import data into RapidValue from a Microsoft Excel file, make sure you always use the 'RapidValue data entry template' as a basis. You can download this file from RapidValue. You can use this template for simple data entry into RapidValue. With this template, you can: Create a new solution Add data to an existing solution Change data of an existing solution Procedure 1. Click Business process file share. 2. Click Download Microsoft Excel data import template. Enter data in the 'RapidValue data entry template' Enter data in the 'RapidValue data entry template' Use the downloaded 'Rapidvalue data entry template' Microsoft Excel file to enter the data to be imported in RapidValue. Some specifics of the template to consider during data entry: The sequence of the sheets defines also the data entry sequence. The mandatory fields are in bold and the optional fields are in italic. Lookups and data validation rules are applied to help you create a consistent data set. Additional validation is done during the import in RapidValue. Import configuration - Selective Import configuration - Selective You can selectively import a solution or any part of a solution as defined in a Microsoft Excel file that you created based on the 'RapidValue data entry template'.On selective import, this Microsoft Excel file is analyzed, and the contents of this file is compared with the already existing data in RapidValue. If a to-be-imported record already exists in RapidValue, you can indicate what to do:Keep - The existing record in RapidValue is kept without changes.Overwrite - The existing record in RapidValue is replaced with the record in the Microsoft Excel file.The steps in this topic show how to import a Microsoft Excel file from a file location on your computer.You can also import a Microsoft Excel file from the RapidValue file share. Make sure the file is already uploaded as type Data file to the Business process file share workspace. As a result, the file is shown in the grid on the import wizard. Procedure 1. Click Business process management. 2. Click Import Wizard. 3. Sub-task: Upload Microsoft Excel file. 4. In the Source of XML data field, enter 'File on file share'. Note: Click Browse and browse for the Microsoft Excel file to be imported. On selection, the file is automatically uploaded as type Data file to the Business process file share workspace. 5. In the list, select the uploaded Microsoft Excel (XSLSX) file. Note: You can also select another Microsoft Excel (XSLSX) file from the list. These files can be uploaded earlier in the current environment. 6. Click Next. 7. Sub-task: Select data import mode and analyze Microsoft Excel file. 8. In the Options field, enter 'Selective - Analyze data and specify which existing data to keep/overwrite (safer)'. 9. Click Next. Note: As a result, the Microsoft Excel (XSLSX) file is analyzed and its configuration data is compared with the related configuration in the current environment, if any. 10. Sub-task: Confirm import of existing records. 11. In the list, mark the records with action Overwrite, that you want to keep. 12. Click Keep. 13. In the list, mark the records with action Keep, that you want to overwrite. 14. Click Overwrite. 15. Click Next. 16. Click Finish. Start Start Import configuration - Direct Import configuration - Direct You can directly import a solution or any part of a solution as defined in a Microsoft Excel file that you created based on the 'RapidValue data entry template'. If a record already exists in RapidValue, it is replaced with the record in the Microsoft Excel file. The steps in this topic show how to import a Microsoft Excel file from a file location on your computer.You can also import a Microsoft Excel file from the RapidValue file share. Make sure the file is already uploaded as type Data file to the Business process file share workspace. As a result, the file is shown in the grid on the import wizard. Procedure 1. Click Business process management. 2. Click Import Wizard. 3. Sub-task: Upload Microsoft Excel file. 4. In the Source of XML data field, enter 'File on file share'. Note: Click Browse and browse for the Microsoft Excel file to be imported. On selection, the file is automatically uploaded as type Data file to the Business process file share workspace. 5. In the list, select the uploaded Microsoft Excel (XSLSX) file. Note: You can also select another Microsoft Excel (XSLSX) file from the list. These files can be uploaded earlier in the current environment. 6. Click Next. 7. Sub-task: Select data import mode and analyze Microsoft Excel file. 8. Keep the by default selected import mode: Direct - Import data without analyzing impact on existing data (faster). Click Next. Note: As a result, the Microsoft Excel file is analyzed. 9. Click Finish. How to import  the configuration? How to import  the configuration? Import configuration - Separate Import configuration - Separate You can import a solution or any part of a solution as a new separate solution from a Microsoft Excel file that you created based on the 'RapidValue data entry template'. As a result, none of your existing RapidValue content is overwritten. The steps in this topic show how to import a Microsoft Excel file from a file location on your computer.You can also import a Microsoft Excel file from the RapidValue file share. Make sure the file is already uploaded as type Data file to the Business process file share workspace. As a result, the file is shown in the grid on the import wizard. Procedure 1. Click Business process management. 2. Click Import Wizard. 3. Sub-task: Upload Microsoft Excel file. 4. In the Source of XML data field, enter 'File on file share'. Note: Click Browse and browse for the Microsoft Excel file to be imported. On selection, the file is automatically uploaded as type Data file to the Business process file share workspace. 5. In the list, select the uploaded Microsoft Excel (XSLSX) file. Note: You can also select another Microsoft Excel (XSLX) file from the list. These files can be uploaded earlier in the current environment. 6. Click Next. 7. Sub-task: Select data import mode and analyze Microsoft Excel file. 8. In the Options field, enter 'Separate - Import data and separate it from existing data'. 9. Click Next. Note: As a result, the Microsoft Excel file is analyzed. 10. Sub-task: Define solution name. 11. In the Prefix field, type a value. 12. In the New solution field, type a value. 13. Click Next. 14. Click Finish. End End Selective Direct Separate

Activities

Name Responsible Description

Download 'RapidValue data entry template'

Consultant

 		If you want to import data into RapidValue from a Microsoft Excel file, make sure you always use the 'RapidValue data entry template' as a basis. You can download this file from RapidValue.
You can use this template for simple data entry into RapidValue. With this template, you can:
  • Create a new solution
  • Add data to an existing solution
  • Change data of an existing solution

Enter data in the 'RapidValue data entry template'

Consultant

 		Use the downloaded 'Rapidvalue data entry template' Microsoft Excel file to enter the data to be imported in RapidValue.
Some specifics of the template to consider during data entry:
  • The sequence of the sheets defines also the data entry sequence.
  • The mandatory fields are in bold and the optional fields are in italic.
  • Lookups and data validation rules are applied to help you create a consistent data set. Additional validation is done during the import in RapidValue.

Import configuration - Selective

Consultant

You can selectively import a solution or any part of a solution as defined in a Microsoft Excel file that you created based on the 'RapidValue data entry template'.
On selective import, this Microsoft Excel file is analyzed, and the contents of this file is compared with the already existing data in RapidValue. If a to-be-imported record already exists in RapidValue, you can indicate what to do:
  • Keep - The existing record in RapidValue is kept without changes.
  • Overwrite - The existing record in RapidValue is replaced with the record in the Microsoft Excel file.
The steps in this topic show how to import a Microsoft Excel file from a file location on your computer.
You can also import a Microsoft Excel file from the RapidValue file share. Make sure the file is already uploaded as type Data file to the Business process file share workspace. As a result, the file is shown in the grid on the import wizard.

Import configuration - Direct

Consultant

You can directly import a solution or any part of a solution as defined in a Microsoft Excel file that you created based on the 'RapidValue data entry template'. If a record already exists in RapidValue, it is replaced with the record in the Microsoft Excel file.

The steps in this topic show how to import a Microsoft Excel file from a file location on your computer.
You can also import a Microsoft Excel file from the RapidValue file share. Make sure the file is already uploaded as type Data file to the Business process file share workspace. As a result, the file is shown in the grid on the import wizard.

Import configuration - Separate

Consultant

You can import a solution or any part of a solution as a new separate solution from a Microsoft Excel file that you created based on the 'RapidValue data entry template'. As a result, none of your existing RapidValue content is overwritten.

The steps in this topic show how to import a Microsoft Excel file from a file location on your computer.
You can also import a Microsoft Excel file from the RapidValue file share. Make sure the file is already uploaded as type Data file to the Business process file share workspace. As a result, the file is shown in the grid on the import wizard.

See also

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