Format Excel Import File |
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To Format an Excel spreadsheet before importing it into Deskflow: 1.First row of the Excel Spreadsheet must have meaningful column header names. 2.There must be no rows above the Column Header Name row. 3.All column headers must be left justified. 4.Use only alpha-numeric characters in column header names, not characters such as %&*#@! 5.Left justify all cells except currency cells. 6.Format all columns as text except for date and currency columns 7.Date columns must have valid dates such as mm/dd/yyyy. Do not shorten years to two numbers. 8.Currency columns must NOT contain a currency symbol such as $ or £. 9.Every cell must represent one item of information. One cell should not contain both the first name and the last name. 10.Cells must not have double-quote marks in them. If any cell contains a double-quote mark, then that row will be skipped, and an error record created in a file called C:ExcelErrorsOnImport.txt. 11.There MUST be a Job Title if a row has a person AND a Company. Make the Job Title “Unknown” if empty. If this is not done then there will be no link between the person record and the Company record. 12.Add a column called OpportunityType. Enter distinct values in this column that represent the type of data in the Excel spreadsheet. After completing an import, identify which People records have just been imported by doing a search on the People OpportunityType field. This Excel column must be mapped to the Deskflow People.OpportunityType field. 13.Add a column called Owner1. Enter distinct values in this column that represent the Login Name of the owner of the data in the spreadsheet. After completing an import, identify which People records have just been imported by doing a search on the People Owner1 field. This Excel column must be mapped to the Deskflow People.Owner1 field. 14.If Role Codes are being imported, ensure that the Role Code field in the Excel Source Field matches exactly the Deskflow Target Field called Role Description. Print the Deskflow Utilities report UL07 to get a list of standard RoleDescriptions. 15.Company name spellings in the Excel spreadsheet must be the same as in Deskflow. Specifically check for variations such as Inc. vs Incorporated, Ltd. vs Limited. If an imported Company name does not exactly match one that exists in the Deskflow database, then a new Company record will be added to the database. Exact duplicates will be merged, not added.
Excel Import Rules When an Excel spreadsheet containing Contact/Candidate information, (such as Name, Address, Email, JobTitle, Company etc) is imported into Deskflow, the following rules apply. •An Excel record replaces the Deskflow People record on an exact match. •People matching may be done on any combination of (FirstName+LastName), PeopleID, HomePhone, Workphone and EmailAddress fields. •Company matching may be done on Company Name, Switchboard# and TollFree# •Matching is case insensitive. •Excel phone numbers are formatted before matching takes place. •An Excel record column that is blank never replaces the Deskflow destination field contents. •Excel Position records can create new Deskflow Position records, or Excel Position records can replace Deskflow duplicate Position records. •New child records are created for Email and Activity History. •Home address records are replaced if a match occurs. •A new People record is created if a match does not occur. •An Excel Company record creates a new Deskflow Company record if no Company match is found. •An Excel Company record replaces Company fields if a match occurs.
Source and Destination Work sheet (shows commonly imported fields)
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