Importing data from third-party systems or XLSX into preeco
Via the user interface, users can import contacts and training participants themselves as XLSX files, with the column headers in the first row. More complex existing data from third-party software or Word and Excel files, for example on processing activities, is imported individually by preeco support.\_
Imports via the interface
The following data can be imported as XLSX via the interface by users themselves:
- Contacts
- Training participants
The data must be provided as an XLSX table and ideally have the column labels in the first row.
Imports via preeco support
Existing data from third-party software or Excel or Word files with information such as processing activities cannot be imported via the interface, but is imported by us on a customer-specific basis.
Which format can be imported from
Regardless of the format in which the customer's data is available, all data to be imported is first reviewed and discussed together. The data can be sent to preeco support free of charge so that we can get an overview. Word files can also be imported, provided they are well structured, for example with clear headings.
How an import works
Feasibility is checked and an effort estimate is provided. If the data is suitable for transfer and approval has been given, a data mapping is created. Afterwards, the data is first transferred to a test system and then to the production system.
Can an import be undone
An import cannot be undone
Is the import done on a test system first?
Yes
Changes and errors may occur. The information in this article has been carefully compiled, but does not claim to be complete or correct.