Stakeholder lists in Excel spreadsheets can be easily imported into SSTK using the following steps:
Go to Settings in the top right corner. Scroll to Data Management > Import Task
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 a matching field in Simply Stakeholders (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