You can import stakeholders, interactions, properties, and tasks to Simply Stakeholders using your existing data in the form of an excel spreadsheet. The system will automatically match as many column headings as possible to our fields.

If we get it wrong, you can manually re-map.

Go to Import Records for details about how to import records and map fields.

But here are a few tips if you want to optimise your data for import.

Yes, there are fields that are required when importing. Each mandatory field must be mapped to a column in your spreadsheet, whether automatically or manually. These fields are indicated with a red asterisk.

Each record type has different mandatory fields.

Here is a quick reference guide to the mandatory fields when importing each record type.

Yes, there are some specific terms you need to use when creating your import file to avoid import errors.

For example, in a stakeholder import, the only values accepted for the Stakeholder Mapping fields (Interest, Influence, Impact, etc) are 1, 2, 3, 4, 5.

If any other value is used in these columns, the row in which it's used will not be imported.

For more information, to arrange a demo, for for product training please contact your Customer Success Account Executive or email [email protected].