Import Control Range Gestiona

For items of type 2A, 2B, and 2C, it is necessary to define the amplitude references for the Control Items, i.e., the limits of each range. To learn more about the Control Range limits, see our Amplitude Reference article.

In this article, we will cover:

• Import Instruction and Template
• Import Control Ranges

Import Instruction and Template

Download the Import Template:

Below is the correct way to fill out the template for a successful import:

When entering data into the spreadsheet, remove any formatting to avoid import errors.

IMPORTANT:

1. For items that are better when MORE (+), the LOWER limits are mandatory:

   • FX_VERDE_INF_MES
   • FX_VERDE_INF_ANO

2. For items that are better when LESS (-), the UPPER limits are mandatory:

   • FX_VERDE_SUP_MES
   • FX_VERDE_SUP_ANO

3. For items that are better when EQUAL (=), both LOWER and UPPER limits are mandatory:

   • FX_VERDE_INF_MES
   • FX_VERDE_INF_ANO
   • FX_VERDE_SUP_MES
   • FX_VERDE_SUP_ANO

IMPORTANT: If there are any Custom Fields registered, they must be included in the import file – they are mandatory.

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

Import Control Ranges

Click on the icon indicated below:

Then:

1. Select the Control Ranges type
2. Locate the file filled out as shown above
3. Click on Send

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

Gestiona will indicate if the import was not successful. If your file contains any changes to already registered data, a message will appear indicating how many records were updated.

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

REMINDER: Along with the completion email, you will receive a restoration file containing the data prior to the import. If you need to verify any information or revert any value, you can consult this file.