What is the To-Do importer?
The To-Do importer will allow you to bulk add to-do’s for people in Wicket. This is done using a templated excel file that’s uploaded. The template is available to you for download when you access the To-Do importer.
You can specify the status of the to-do. The valid statuses for a to-do in Wicket are: ‘Open’, ‘In Progress’, ‘Pending’ and ‘Completed’. The status is not required for the import, so if you don’t provide a status for the to-do ‘Open’ will be the default status listed. If the to-do has a status of ‘Completed’ you can also optionally specify the person who completed it and the date of completion. If you don’t provide that information on a ‘Completed’ to-do, the to-do will be marked as completed by the person it is assigned to and the date of completion will be set to the day of the import at 12 AM.
Access the To-Do Importer
To access this feature, navigate to the Settings area of Wicket beside the search box. Click the gear icon, and select "Data Import" in the dropdown menu.
Set up your Import Job Type
On the first step of the import process, you will need to set up the type of import you are performing.
- Select the type of data you are importing from the dropdown (a required field). In this case, we are importing "To-Do’s" data.
- Select the action you'd like to take with the data from the dropdown (a required field). In this case, we will "Add new records”.
- Enter a name for this import job (an optional field).
- Click "Next."
Organize, upload, and validate your data
The next step is to gather your data and enter it into the provided XLS template.
- Download the blank XLSX template by clicking the "Download To-do’s Import Template" link. This template contains instructions and pre-defined columns based on your Wicket configuration.
- Populate the template with your data, and save it on your computer.
Note: It's important to read the General Instructions and Field Descriptions sheets within the template prior to populating your data. The Field Descriptions sheet will specify formatting, expected values, etc. for each column, if applicable. Following these will ensure a smoother data Validation process.
Important: Prior to uploading the template, delete the "General Instructions" and "Field Descriptions" sheets from the template, or move the "Import Template" sheet to the first position.
- When you're satisfied with the data in the template, click "Choose File" (Note: this button may be named something else, depending on your browser) to select the file from your computer, then click "Next" to upload it to Wicket.
- When the file has completed uploading to Wicket, a Validation process will automatically execute. This process checks your data's structure and for any other major issues.
- When completed, you will be presented with validation results including a confirmation of the File Size, Number of Records, and the Validation Outcome.
When validation has passed, you will see a green "Passed" outcome. You can now move onto the next step "Job Dry Run."
If the validation of your data fails, you will see a red "Failed" outcome. Wicket will display a list of errors found. Resolve the validation errors by fixing or deleting the erroneous data. You can re-attempt your upload once completed.
Perform an Import Dry Run
The final step in validating your data is performing a dry run of the import. This process simulates the full import in order to check each individual record for compliance against data rules and policies in the template and considering existing data in Wicket.
- Click "Process Data Import and Complete Job." A progress bar will appear to track the process.
When the job has completed, you will be presented with the results including the number of successful and failed records. If any records have failed, a "Download Failed Records Report" link will appear. This report contains a line-by-line breakdown of the issues detected for each row of data.
Note: After import completion, you will not be able to change or re-run this import job. Failed records can be fixed and re-imported by starting a new import process.