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You can import several KPIs to your dashboard and to all of your subordinates. Instead of registering KPI by KPI, you can perform this operation only once, via import.
[/et_pb_text][et_pb_text admin_label=”Lista de tópicos” _builder_version=”4.9.7″ max_width=”80%” module_alignment=”center” custom_margin=”-20px||0px|” custom_margin_tablet=”0px||” custom_margin_phone=”” custom_margin_last_edited=”on|phone” custom_padding=”20px||0px|25px” border_radii=”on|15px|15px|15px|15px” border_width_all=”1px” border_color_all=”#d6d6d6″ box_shadow_style=”preset1″]In this article we will see:
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Import Instruction and Mask
[/et_pb_text][et_pb_text _builder_version=”4.9.7″ custom_margin=”|25px|0px|25px||true” custom_padding=”||0px” hover_enabled=”0″ sticky_enabled=”0″]Download the Import Mask:
Check below the way to fill the mask to perform the import correctly:
REMINDER:
If the company has custom fields, it will be necessary to include the columns in the import masks.
Import KPIs
[/et_pb_text][et_pb_text _builder_version=”4.9.7″ custom_margin=”|25px|0px|25px||true” custom_padding=”||0px”]Click on the icon indicated below:
Then:
- Select the KPIs type
- Search for the completed file as shown above
- Click Submit
You can click the Update button to see the file upload status. When ready, the status will show the message: (100%) Importation was successful.
The ICG will indicate if the import has not taken place correctly.
In case in your file there is any change in the data already registered, the message of how many records have been updated will appear.
At the end of the import, an email notification of the completion of the process will be sent.
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REMINDER:
You will receive, along with the completion email, the restoration file containing the data prior to import.
If you want to check an information or return with some value, you can consult this file.