How to Import stakeholder records with unique events | Scribe

    How to Import stakeholder records with unique events

    • Roy Brewer |
    • 11 steps |
    • 53 seconds
    • Consultationmanager-PreviewConsultationmanager-Preview
    1
    Click "Tools"
    2
    Click "Import"
    3
    Click "New"
    4
    Click "Select at least one project"
    5
    Click this dropdown and select the relationship operation to perform. This is where you will select 'create and relate to (multiple entities using CSV' which will create a unique event for each stakeholder record that you import.
    6
    Click this dropdown and select 'stakeholder event'. This specifies that the relationship you are creating will be an event/
    7
    Click this file field and select your CSV file for import.
    8
    Click these dropdown and select the fields for importing.
    9
    The unique event details you want to create are selected from the bottom half of the choices.
    10
    Once you have selected all your fields for import, Click "Save & Execute"
    11
    Click "Yes". *Don't forget, that importing certain fields is case-sensitive and must match exactly. For instance event sentiment - 'Happy' would need to match exactly what you already have in the system.*