Importing interactions works the same as importing stakeholders and properties.
Click on the Admin Setting located in the top right corner.
Select Data Management and then choose Import Interaction.
Click on Browse, search and select the excel file(.xlsx) to import
Click Next
Map the data by selecting the column heading (displayed on the left) and the matching field in SSTK (on the right). Note; if you make a mistake click the associated ‘x’ in the Fields Mapped section below
Click on Next
The file will validate in this step and the results will populate in the table. For any row with an ORANGE error, this means that the row is missing information, however, the row will still import without that information. For any row with a RED error, means that there is something wrong with the information in the excel. This row will not import, the excel will need to be updated.
Select one of the following options;
Importing new records only
Importing new records and/or updating existing records
Click on Import
The final page will show the results of the import. Details will include:
How many records were in the excel
How many records successfully imported
How many records existed and were updated
How many records did not import
List of the records that did not import
To be able to link one interaction to multiple stakeholders, it is important to include a column in your import template named 'Reference Number'. The reference number is treated as an identifier during the import process. This number will be repeated in the row of the stakeholders that it needs to be linked to. Note: The interaction details do not need to be repeated in the excel if the 'Reference Number' is populated next to the stakeholder details.
The system will automatically check for existing stakeholder records in the current via the Stakeholder ID, First Name & Last Name and email. If there is no existing record, a new stakeholder record will be created in that project.
A video that shows the step by step process