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      Data Importing Template

      How To Download An Excel Template From Good Sign For Importing

      This chapter provides a comprehensive guide on how to use the Data Importing Template in our system. It explains the process of downloading an Excel template from Good Sign, filling it out correctly, and importing data into the system. You will learn about the required user rights, the steps to locate and use the template, and best practices to ensure accurate data import.

      Required User Rights

      To be able to import organizations, you’ll need at least the following user rights:
      • 3589 Menu – Interfaces
      • 3589 Edit Interface

      Using A Template to Import Data

      To ensure that data is imported to Good Sign correctly, using an Excel template file is recommended. To locate the template:

      1.  Go to Interfaces > Interfaces.
      2.  Click on the icon in the first column next to the importer you wish to use.
      3.  Click the Template tab under Object Target Action.
      4.  Scroll to the end of the scroll bar.
      5.  Click Export.
      6.  Click Current page to Excel.
       

      You’ll now have an Excel template sheet for importing data into Good Sign.

      Filling Out The Template

      It’s recommended that you use the actual names of the objects in question. E.g., when using organization import, it’s recommended to fill in the parent_organization field instead of just the parent_org ID. This ensures that the hierarchy and structure of the data will be correct.

      After completing the template, save the file in a location that makes it easy to upload to Good Sign.