Import Project Data and Configuration Overview

Accolade allows you to import and update project data by creating data spreadsheets for objects such as projects, resource information, and metrics for import into the system. Importing data is helpful when first implementing your system to transfer data and to get up and running quickly with Accolade, and can assist with mass project updates as business and information needs change.

In addition, Accolade allows you to export and import configuration components for movement from one Accolade environment into another Accolade environment. Importing configuration across environments can be helpful when your company uses a test environment for development of new models or components.

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:

• Importing Project and Resource Data Overview
• Importing and Exporting Configuration Components Overview