The cloudstep.io Import/Export facility makes it easy to use Microsoft Excel to collect and manage data. You can manage many different types of data:
You can use the Import/Export tools by navigating to Data > Import/Export in the main navigation on the lefthand side. From here you can choose files to upload or download the current dataset.
Each file follows a similar format except for the RVtools Data spreadsheet which is generated by rvtools. The shape and format of these spreadsheets should not be altered but new columns can be added to the spreadsheet to store additional information not used by cloudstep. Note that when these are uploaded they are ignored and not stored by cloudstep.
The first column is the internal cloudstep.io ID number for the record, the second is the action that will be undertaken. This can either be empty (create), update (change the data) or delete (remove the record). If the ID is blank then the action is always considered by a create. Each upload/download files consists of one or more sheets. These sheets usually group major information sets. For more information on each of the file formats, see the documentation for the specific Import/Export (above).
cloudstep will refuse to create two records with the same name.
Each record will be validated and any fields that have incorrect data will be listed as an error. Where possible an error message will explain the validation issue.
Some fields refer to lists of other elements such as costs, scenarios, functions and applications. These are exported and interpreted using a list of values separated by a "|" character. The data in cloudstep will be altered to match that found in the column over-writing any other changes that might have been made.
Date fields are often handled in YYYY-MM-DD format but any Excel format will likely work fine.
Where dates are left blank then the start/stop dates for the customer model will be used in their place.
When you click the Upload button after selecting a file you will see the results of the ouput from the import. In general the import will proceed even if there are errors in some of the fields. The results are presented in a table with the following information:
The table is searchable and sortable using the controls you see around it.