Importing New Stakeholder Data

Using our Import Tool inside System Admin, you can import Stakeholder data in bulk from an Excel Spreadsheet into Tractivity. The data fields and categorisation will match your system which will have been agreed during onboarding.

All the below information can be found in our Import Stakeholders User Guide

Please note: only users with System Admin permission can access this area of the system

Step One - Download Your Template:

Firstly, you will need to download your project specific template. You can watch the below video/follow the steps to download this:

1. Click System Admin

2. In the System Admin screen, click Import Stakeholders

3. Select Upload New Data

4. Select the Project you want to work in, and click Next

5. Click Download Template

You'll be able to retrieve your template from your Browser Downloads.

Step Two - Import Rules:

The rules of our import template are explained in the following video. A hardcopy of the rules will also feature in your system:

Please familiarise yourself with these rules to prevent Validation Errors later.

Step Three - Data Validation & Importing:

Before your data is imported to your project, the Import Tool will run a validation check to ensure the data matches your systems requirements.

Please watch the following video so you know how to validate your data and understand our Summary Sheet:

Once you are happy that the information being added to your system is correct, you can click Import Data.

Once completed, it will say Data Imported Successfully.

For anything else, please contact your dedicated CSM, or our wider Customer Success team at customersuccess@tractivity.co.uk