Bulk Import

Import bulk data from Excel! It’s now possible to import from Excel by coping and pasting directly in to WriteBackExtreme. An example is a list of missing orders, a simple copy and paste later and they’re on our dashboard! By clicking on the bulk import button you can simply paste copied data and your records to be imported will be shown. All data is now clear on your dashboard for your colleagues to see, analyze and investigate on.

Prepare your schema

Create your schema in the management console using the same column headers that are present in the data you wish to import. The data you import will be able to be edited within WriteBackExtreme, so important the data is clean and in the correct column. Ensure you respect the data types when creating the schema such as a number in a number column. Double check the columns are in the right order too. Good housekeeping is a must here!

Set your permissions

It may not be necessary for all of your users to have the ability to use the bulk import feature. In the management console, head to the schema(s) under the actions tab click the ‘…’ menu to see the permissions of the schema. See GIF where we turn on this permission. Have full control of which features your users have access to. Reload WriteBackExtreme to implement changes.

Import your data from excel

Using the bulk import function allows users to directly upload excel files, map the columns as required and import the data directly into the dashboard.