Importing Project and Resource Data Overview

Create, modify, or delete multiple projects in a mass import of project data into Accolade using two specially named reference tables. The import process creates and updates project data, but does not create new metrics, access groups, or models.

Note:  To import this type of data to Accolade, you must have the Process Designer, Project Importer, and Reference Table Manager user roles. To import a new version of an existing file, you must be assigned as the owner of the reference table file used for the import.

The following types of data can be imported:

  Import Options
Data Type Spreadsheet without
Reference Tables		 Data/Config Reference Table Pairs
(as spreadsheet, CSV, or XML)
Matrices   X
Projects   X
Project Links   X
Resource Pools   X
Resources   X
Resource Capacities   X
Resource Demands   X
Resource Demand Curves   X
Resource Demand Values   X
Metrics X  
Users X  

 

Importing project data requires the following steps:

  • Create a file that contains the data to import (Data table).
  • Map the data to fields in the Accolade database (Config table).
  • Validate and run the data import.
  • Troubleshoot the import as necessary.

Accolade supports reference tables as spreadsheet, CSV, and XML files through the Reference Tables page, and through an auto-loader service. The information and examples provided are in spreadsheet format, contact Sopheon Customer Support for example files in additional formats.

See the following to get started: