Import KPIs on Gestiona

Administrators will be able to import multiple Control Items for all users who have access.
Instead of registering item by item, you can perform this operation once via import.

In this article, we will see:

Import Instruction and Template
Import Control Items

Import Instruction and Template

Download the Import Template:

Below is how to fill out the template to perform the import correctly:

When filling in the data in the spreadsheet, remove the formatting to avoid errors during the import.

IMPORTANT:

If there are any Custom Fields registered, they need to be included in the import file – they are mandatory.

TIP: Export the report and copy the header to the import file.

Import Control Items

Click on the icon indicated below:

Then:

Select the type Control Items
Search for the file filled out as shown above
Click Send

You can click the Update button to see the status of the file submission. When ready, the status will show the message: (100%) Import completed successfully.

Gestiona will indicate if the import did not occur correctly. If your file has any changes to already registered data, it will show the message of how many records were updated.

At the end of the import, a notification email will be sent confirming the completion of the process.

REMINDER:

You will receive, along with the completion email, the restoration file containing the data prior to the import. If you want to check any information or revert any value, you can consult this file.