The Replicon Import Add-in (RIA) allows you to add data to your Replicon instance using a spreadsheet.
Changes you make using RIA cannot be reversed. Therefore, use caution when working with RIA, as it allows you to easily make changes to large amounts of live data that cannot be undone.
Making bulk changes using RIA can impact the performance of the Replicon system. If you are importing lots of data, we'd appreciate it if you'd carry out your import outside of standard business hours.
You can also use our in-app data import feature to add, edit, or delete projects, tasks, clients, project and task assignments, users, holidays, activities, and groups. It doesn't require installation, and is supported for use on Macs.
If you’ll be importing multiple types of data, be sure to import templates in the order they’re listed on the RIA Import Dashboard. This will help prevent errors due to data dependencies.
In addition, when adding users:
If you’ll be using RIA to import multiple batches of users with similar settings, you might want to set up a custom user import template to save time.
When you use an Add template, all existing data will be overwritten for the record in question. For example, if you add a timesheet and hours have already been entered in Replicon for that timesheet period, those hours will be overwritten. The only exception to this is the Tasks import; if you add tasks, they will be appended to existing tasks.
To add data using RIA, log in to RIA and then:
The template opens in a new spreadsheet tab.
Enter data in each column, either manually or by copying and pasting from an existing spreadsheet.
Refer to About the RIA data entry features for information about built-in functions that can simplify the data entry process.
An Avoid Data Overwrite dialog displays.
Choose No if you want data in your spreadsheet to replace data already existing in Replicon.
Enable the Don’t ask me this again option if you want your choice to apply in all future imports.
An import progress dialog displays.
Once the import attempt is complete, the import status of each row displays in the Internal: Status column of the spreadsheet.
Rows may fail to import successfully for the following reasons:
For example, if you’re assigning a password, it must meet the password complexity requirements set in your instance.
If you can’t modify a field in the Replicon instance, you can’t modify it using RIA.
For example, if you’re assigning a department, it must match a department that exists and is enabled in your Replicon instance.
All required fields in the template, except for conditional ones, must be filled in for data to import successfully. Required fields are indicated by the small red triangle located above their name.
If errors occurred that prevented successful import:
If there is a failure, the entire row will fail to import, not just the cells with issues.
To fix the errors, ensure all cells are complete with valid data and try the import again. Be sure to first close the Import Status dialog – you won’t be able to edit the spreadsheet until it’s closed.
You don’t have to remove successful rows to carry out another import – those rows will just be ignored.
This may occur if you left blank rows in your import. If you don’t see a failure message, the row likely imported, but you might want to confirm that the data exists in Replicon.
Click the Create Template button, and you can start over.
You can save the spreadsheet, but RIA won’t load when you reopen it, due to a technical limitation. To save data for a later session, we recommend that you:
Your access in RIA is dependant on your assigned permissions. Therefore, you can only carry out actions in RIA that you can perform in your Replicon instance. If you get an access error that mentions permissions, you don’t have the permissions required to carry out the import.
Yes, you can add and import more rows on a template you’ve already used.
Yes, it will.
Department and Resource Placeholder are listed as mandatory in the Add and Update templates for the following templates:
This is because, when setting up a project team, you can assign individual users, entire departments, or placeholders. Therefore, you must include at least one of these types of team member fields in any resource import. However, they are conditional fields since only one of the three types needs to be used in an import.