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Status Functionality already exists
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Apr 30, 2025

RELATED IDEAS

Bulk uploads should simplified and already formatted for entry

At the moment, when you do a bulk upload - unless there is existing data in accounts you have to format the file yourself. This is time consuming and confusing. it would be good if you could export an upload template with all of the information included and simply enter the data, rather than having to find information such as account style link. Additionally, it would be good if a flat file or the PM&C would just have all accounts included. 

Idea priority High
Needed By Yesterday (Let's go already!)
  • Post comment
  • Admin
    Mark Farrugia
    May 13, 2025

    Hi Emily,

    The data loading templates

    1. Account Setup and Data load

    2. Account Setup and Data Load - PM&C

    Both offer the ability (at report run time) to set a parameter to extract existing accounts (with out records) and existing locations (without accounts). This will give you the required information like account style ID etc if your accounts pre-exist.

    Here is some information referenced from IBM Docs highlighting the report parameter

    " Export select locations with or without records. The report exports data for accounts with records that match the report criteria. In addition to the existing records where existing accounts exist, a row is generated for each location where no account currently exists. The report provides the field values that are needed to create new accounts and load data into new accounts for any location that is covered by the report criteria. "

    If your accounts don't pre-exist, as a pre-requisite you can either run the report as above, and refer to other accounts that are similar; or alternatively run the report as a reference and select the parameter 'Export account style supported values' this will give you all details like the ID, Caption and all supported field labels and values.

    Reply

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