Projects Data Upload. 1. Login into Cordell Connect 2. Click on Options and select Bulk Upload

Transcription

1 SECTION 12 Data Upload A single project or company can be added manually, one record at the time. Adding your CRM project information into Cordell Connect means you can keep all of your customer and project intelligence in one easy to manage central location, assisting you in working more efficiently. Therefore, you can now upload your own project or company information to Cordell Connect - in BULK. Projects Data Upload 1. Login into Cordell Connect 2. Click on Options and select Bulk Upload 3. To get a template for project data upload click on hyperlink 153

2 4. Open or Save the Excel file 5. There are 22 column headers available for your project data upload only Project_Title is mandatory - the rest of fields are optional. You can delete unwanted columns, change their order, however DO NOT overwrite them (a macro is attached, which would not work if the header changes). Project_Title text free format, describes the Project Name Address text free format, describes Project Location Suburb text free format, describes Project Suburb State text free format, describes Project State Council* - has to be selected from valid list of councils case sensitive Postcode numeric format, describes Project Postcode Type text free format, describes the Project Type Dev_Type* - has to be selected from valid list of development type case sensitive Status* - has to be selected from valid list of project statuses case sensitive Value numeric format only, no $ sign or a comma separator (i.e ), represents Project Est.value Stage* - has to be selected from valid list of project stages case sensitive Notes text free format, describes the Project additional details Tender_Type* - has to be selected from valid list of Tender Types case sensitive Ownership* - has to be selected from valid list of Ownership case sensitive No_of_Units numeric format, describes No of units No_of_Floors numeric format, describes No of floors Parking_Spaces numeric format, describes No of parking spots Commence_Date date format DD/MM/YYYY, represents Construction Commencing date Site_Area numeric format, describes the site area Floor_Area numeric format, describes the floor area Tender_Date date format DD/MM/YYYY, represents Tenders Due date Completion_Date - date format DD/MM/YYYY, represents Construction Completion date *Those fields have to contain specific values, acceptable by Cordell Connect. To view pre-defined fields, click on hyperlink (as shown below). 154

3 6. Copy your own data into given Excel template (a sample shown below) 7. Select ALL cells with data, including the headers 8. Click on Tools Macro -> click on Macros 155

4 9. Macro called QuoteCommaExport is displayed on the screen. Click on RUN button. 10. Enter the destination filename (include the drive, folder when applicable). 11. Save your file with.csv extension For example: C:\MyProjects.csv OR C:\My_Projects.csv (no space within filename, use _ if necessary) Drive Folder File name 12. Close the Excel spreadsheet it is very important to select NO when prompted 13. Go back to the Cordell Connect, Click on Options and select Bulk Upload 14. Click within radio button Project 15. Browse for the csv file you saved previously 156

5 16. Click on button 17. If your data were in required format & the validation process was completed successfully, you will get following screen, which indicates the No. of valid records. 18. Click on to finalise the data upload. You can now click on Project menu My Projects -> all valid projects will now appear on the list. 19. In case of validation process failure (incorrect data in your file), following screen (as show below) will appear: 157

6 20. Clicking on link will show you the records that are not in required format. Please revise them and start again with the data upload. Note: There is a possibility that some records, within the same file, will pass the validation process and some will not. Make sure that you click on the process, after you check on the invalid records. button to finish the 158

7 Company Data Upload 1. Login into Cordell Connect 2. Click on Options and select Bulk Upload 3. To get company data upload template click on hyperlink 4. Open or Save the Excel file 5. There are 12 column headers available for your company data upload only Company is mandatory - the rest of fields are optional. You can delete unwanted columns, change their order, however DO NOT overwrite them (a macro is attached, which would not work if the header changes). Company text free format, describes the Company Name Street text free format, describes the Company Address Mailing text free format, describes the Company Mailing Address Suburb text free format, describes the Company Suburb State text free format, describes the Company State 159

8 *Council has to be selected from valid list of company councils case sensitive Postcode numeric format, describes the Company Postcode Phone numeric format, describes the Company Phone number (i.e ) Alternate_Phone numeric format, describes the Company Alternative Phone number Fax - numeric format, describes the Company Fax number Web - text free format, describes the Company Web address (must have text free format, describes the Company Address (must *Values for Council field have to be acceptable by Cordell Connect. To view valid council values, click on hyperlink. 6. Copy your own data into given Excel template (a sample shown below) 7. Select ALL cells with data, including the headers 8. Click on View Macros -> click on View Macros (for MS Office 2007) 9. Macro called QuoteCommaExport is displayed on the screen. Click on RUN button. 160

9 10. Enter the destination filename (include the drive, folder when applicable) 11. Save your file with.csv extension. For example: C:\MyCompanies.csv OR C:\My_Companies.csv (no space within filename, use _ if necessary) 12. Close the Excel spreadsheet it is very important to select NO when prompted 13. Go back to the Cordell Connect, Click on Options and select Bulk Upload 14. Click within radio button Company 161

10 15. Browse for the csv file you saved previously 16. Click on button 17. If your data were in required format & the validation process was completed successfully, you will get following screen, which indicates the No. of valid records. 18. Click on to finalise the data upload. You can now click on Company menu My Companies -> all valid projects will now appear on the list. 19. In case of validation process failure (incorrect data in your file), following screen (as show below) will appear: 162

11 20. Clicking on link will show you the records that are not in required format. Please revise them and start again with the data upload. Note: There is a possibility that some records, within the same file, will pass the validation process and some will not. Make sure that you click on the process, after you check on the invalid records. button to finish the More Help? Alternatively, call our Cordell Connect Support Team on for any questions you may have. They are available Monday to Friday, 9.00am-5.00pm (EST). 163