Export and import data in CoE Manager - Bulk import previously created data such as opportunities, workstreams, integrations, opportunity sources, activities, and so on into a program in CoE Manager .

Automation 360

Bulk import previously created data such as opportunities, workstreams, integrations, opportunity sources, activities, and so on into a program in CoE Manager.

About this task

In this procedure, you will use the export and import feature to export the template from CoE Manager to your local machine. The template is downloaded in the form of a .xls file. This template is pre-filled if there is existing data. If there is no data in CoE Manager, the exported template will only contain headers in it. You must create business units before exporting the template. See Set up organization hierarchy and link opportunities.

Once you export the template (.xls file), fill in or replace existing data and import this .xls file from your local machine into your CoE Manager instance.

Procedure

  1. In CoE Manager, navigate to Admin Settings > Program Settings.
  2. Download the template.
    1. Select the option you want to export and import. For example, Opportunity, Automation Activity Type, Automation Activity, and so on.
      The template is downloaded to your local machine in the form of a .xls file.
    2. Open the downloaded template and click Enable Editing.
    3. For each row of new information to be created, enter the data as listed below:
      • Column A: Keep the default pre-filled data.
      • Column B: Do not fill.
      • Column C: Enter the Business Unit relevant to the section you are creating.
      • Column D onwards: Fill the details as required.
        Note: Delete old data if any and enter the new data in relevant fields manually.
    4. Save the file.
  3. Import the file (.xls) you added data in step 2.c .
    1. Click Import.
    2. Navigate to the folder where you downloaded and edited the template (.xls file) and select the edited file.
    3. Click Import.
      Important: Ensure you do not select the Import option more than once to avoid data duplication.
      The edited file containing the data is imported to CoE Manager.