Importing Goals which are records in ManagePro of any type related to your business i.e., goals can be projects, properties, projects, products etc., can be achieved by using the Import CSV Feature right-click menu option.
Why would I use the import feature for Goals?
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Used to import large amounts of data for initial database loads that would otherwise require manual input.
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Update existing data in ManagePro from external applications that would otherwise require integration
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Add additional records to an existing database
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Before you begin
Create and Prepare your CSV File
Importing data for initial database loads:
Note the instructions below support the default Project or All Project Main Workspace View columns (shown below) and assume that you have:
1. Created a New Database
2. Imported or added People
People will not be imported if you have not first added or imported them as addressed in the previous topic.
The screenshot below is an example of the .CSV file.
Note by adding the Type Column into your CSV file, records will be imported and identified as either a goal (bullseye), action plan (arrow) or Task check mark). Please see Records/Goal Type for descriptions. Improved goal "type" import flexibility. Task icon now shows for any type value that starts with the word "task," Action Plan icon shows for any type that starts with the word "action," Heading icon shows for any type that starts with the word "heading". eg. terms in the import column such as "Task", "Task List", "Task Item" would all display the task icon. "Action", "Action Plan", "Action Step", "Action Hero" would all display the "Action Plan" icon
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Login to your new database
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2.
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Click the Main Workspace Tab and tight-click in the White Space and select Import CSV File
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Here is where Assigning Field Mapping Occurs
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Click Browse to navigate to the location of the CSV File
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The CSV file field is populated with the path and name of your CSV file
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Note: ManagePro Fields are on the left, Captions (these are the names you see displayed in ManagePro if the SQL Column name has been changed) are in the middle, while CSV Column names are on the right.
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Scroll the list and highlight the ManagePro field, then on the left under the CSV Column, click the drown down in the right-hand corner where you see "none", then select the CSV Column Name that corresponds with the ManagePro Filed and Caption.
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Repeat the step above for each CSV Column you want import
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Once complete, click Save Mapping for future use
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Enter the Title of your mapping and an optional description
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Back on the Import ManagePro Items from CSV Window, click Import
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The import occurs fairly quick depending on the amount of data
Import Results - shows the structure of the outline level. Outline Level was Added as a Column in the CSV file then mapped to the ManagePro Outline level.
Type does not display because it has not been configured on the View.
The GUID field is supported the export/import process. Export to Excel function also includes a column containing the GUID value for each record. You can use this as a guaranteed unique ID. Import from CSV function for Goals, Todos and Resources include a GUID Mapping:
To export the Guid field, right-click in the Main Workspace
Select Export>Excel Spreadsheet
Open the Excel Spreadsheet and note the GUID. This is useful when for example you want to import data to specific records in MPro. Including the Guid number as a unique ID during the import process allows the data to be associated with specific records.
To import using
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