How the Import of Activity Plan Data Works

The ability to import large sets of data at one time allows for seamless turnover from spreadsheets to the application and reduces the need for manual entry. This reduces hours of manual work for the marketer so they have more time to manage and execute marketing plans.

Note that when importing investment data, the existing records are always interpreted as full import when mapped with an existing line item. This means that all mapped cells are replaced by the value in the spreadsheet. You may have to correct any errors manually.
You can only import XLSX and XLS files.
The import uses only the first table of the Excel file. The first column is interpreted as the names of categories, sub-categories, line items und placeholders. All data up to the first empty cell in this column will be imported.
If you want to structure the rows into categories, sub-categories, line items und placeholder, note the following annotation:

Type Structure Annotation Example in Following Screenshot
Root element:Grand Total * in front of name
Note: The root element Grand Total doesn't have to be in the import file. The Grand Total will be part of the export file.
*Grand Total
Category ** in front of name **Trade Show
Sub-category ***, **** in front of name, Number of stars depend on sub-category level ***Oracle MME
Line Item No symbol before name Registration
Placeholder ## before name ##Additional Trade Show


If you want to update existing categories, sub-categories, line items and placeholders, you must map the records in the spreadsheets with the already created items in the system. To do this, the second column of the imported spreadsheet must contain the Allocadia IDs. Name this column ID in the first row and enter the Allocadia IDs of the categories, sub-categories, line items and placeholders. You can determine the IDs by an export, see Exporting Activity Plans/Budgets. If an ID column is missing, the entries in the first column are interpreted as new items and will be added accordingly to the investment plan.
In the following columns you can enter the data of the line items. Note that during the import you have the possibility to decide for which columns data has to be transferred. If you have columns with no data or with data that is not up-to-date, you can simply exclude them from the import.

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