Description

Read this article in case you want to import a spreadsheet that contains a number of columns with rows of data where the columns are related to each other. To guide you through how to set this up, we will use the example below to map & import a spreadsheet that contains objects, risks and their scores into levvr:

To import the data from your spreadsheet into levvr, you need to create an import mapping which basically comes down to mapping the columns on levvr fields and determining whether the columns in your spreadsheet are related to each other. In the example above, we want to not only import ‘Work Packages’ and ‘Requirements’, but also want to import the ‘has to meet’ relationships between them.

Step-by-step explanation

1. Make your spreadsheet ready for import

Before you upload your spreadsheet, we first need to clean it up & structure it accordingly. Take the following principles into consideration before uploading your spreadsheet:

The Excel import sheet should only contain columns with data that you actually want to import. you want to map on your blueprint model. You need to remove columns in your Excel sheet which you do not want to import before you upload it.
All cells need to be filled with data except for picklist fields, empty cells will be automatically filled with the default value of the respective picklist.
Apply the left-right principle, so start with the first column you would like to import and group the nodes and fields which belong to each other subsequently.

2. Create a new import mapping

When your Excel sheet is structured accordingly, we can get started to map the spreadsheet columns onto the information structure that you’ve defined in your blueprint:

Go to the project where you want to import your data and click on the settings icon in the top right corner of your screen.
Navigate to ‘import mappings’ in the menu and click on ‘Add new’. You will now see a import mapping wizard which will guide you to successfully set this up in a few simple steps.

Note: Multiple users working on the same import simultaneously is not supported yet.

3. Run through the import mapping steps

Step 1: upload your spreadsheet by browsing through your files or dragging & dropping it in the designated area. The data you want to import is shown in a table, if you want you can modify any incorrect data straightaway.
Step 2: map the spreadsheet columns on the fields they represent in your information model. In the example that we’ve explained in the beginning of this article, we want to create the following mapping:
- The first column: ‘Work Package’ onto Field: ‘Object Name’
- The second column: ‘Risk’ onto Field: ‘Risk Name’
- The third column: ‘Score’ onto Field: ‘Risk Score’

Step 3: Make sure you have applied the left-right principle in your spreadsheet. Click on the suggested relations and add them. The import data structure is visualized on the right. Read more about importing fields and relations here.

Notes:

In case you want to import a hyper relationship, read this article.
In case you want to import a hierarchical structure, you can learn more in the article: importing decomposable relationship.
When importing Auto ID values, keep in mind that this format of the auto ID needs to meet the format set.

Step 4: Next, setup the identification. This basically allows you to check if the data that you are trying to import already exists. If you want to identify by the name field of a work package, then levvr will first try to find whether work packages with that name already exist to prevent duplicate information. In this step:
- You can set the behavior in case the node was not identified (not found behavior). If you are importing new data, select create!
- or in case multiple have been found in the sheet.

Note: In case you want to apply other not found behavior or multiple found behavior, please read the article: identification and import behaviors.

Now your import mapping has been set up, you can take it for a spin!

4. Validate & run the spreadsheet

In the next step you can validate your spreadsheet data. This will check if the data in the cells corresponds with the datatype of the field in levvr. In case the cell contains invalid data (e.g. a text is in a cell, where a number is expected) this will prevent you from being able to import it. Invalid data is indicated with a red color, modify it before you start the import.

Last (but not least!), run your import and start working with your data!

Troubleshooting

Do you want to delete your import? Go to last step in the import mapping wizard 'settings' and delete your import.