Bulk observation import

To perform this action, you need to have the project admin role.

Getting the template

To do this, click on “import” then “download the template” to get the file structure. The data in the template matches the project data at the time you download it.

Make sure to open the file with Microsoft Excel so that dropdown menus in the “category” and “plan” fields work properly.

Filling in the data

• Description is optional.

• Categories and templates are the ones created in the organization and in the project.

• Plans are the ones added to the project.

When you're done entering all the data, export the file as .xls. Make sure you’re not using .xlsx or .xlsm extensions. If you are, try exporting again from Excel.

Make sure to fill in data that actually exists in your project.

Importing the file

Go back to the web platform, click on the import area, pick your file, then click on “import”.

You’ll get an email when the operation is done.