2. Data Imports Tony Hayes, Quality Assurance Manager

3. Data Imports  What is the Value?  Examples of data imports  Configuring System Imports  Configuring Admin Imports  Barcoded File Uploads: The Hidden Import.

4. Before we begin… System Integration Data Stewardship – Data Overseer – Data Custodian – Data Agent

5. Tools of the “Data Agent” Disclaimer – *** No pens with exploding darts will be provided at this session *** Admin Workspace: Data Imports Message Board Import Error Log files KnowledgeSpace articles

6. What is the Value? Allow you to aggregate data across systems. Data Imports reduce the number of steps: – Avoid duplicate Data Entry – Increase scalability of existing staff – Data integrity

7. Data Import Examples System Imports Admin Imports File Uploads

8. Configuring System Imports Client Workspace Level Configurable by Global Admins Require Client Number and ImportID ClientSpace to External systems

9. Field Configuration Datatypes Date, Time, Number, Phone, Text Checkbox : 1 = “True”, 0 = “False” Lookup Foreign Key New Feature – Manual Import Add

10. Configuring Admin Imports Used to Import data to a single workspace Configurable by Global Admins Form ID – Workspace Record ImportID - Insert / Update Population of Admin Data

11. Barcoded File Uploads Barcodes can be read from image and PDF files File versioning allows you to store multiple copies of a file Useful for attaching onboarding documents

12. In Conclusion System Integration via file uploads Import workspace level data Import admin data Import onboarding documents and other file attachments automatically