Are you looking to import your historical tasks report data or migrate your data from the old system to Qooling? The purpose of this document is to provide guidelines for importing multiple tasks in Qooling with as complete data as possible, all in one go. This will enable you to instantly use Qooling's Analytics features to gain insights and monitor the developments in your organization.

Use the table of content bellow to navigate through the document.  Make sure that you follow the steps in the given order. 

Table of content

• 1. Download template
• 2. Data elements explained
• 3. Task import sheet
• 4. Transform tasks import sheet to csv file
• 5. Import tasks csv file to Qooling

1. Download template

To import tasks data, you have to use a csv file. We have compiled an of excel file import sheet templates that you can download and use to prepare the data import. 

• Qooling tasks import sheet_EN
• Qooling tasks import sheet_NL

This template consists of all standard data fields for tasks available in Qooling. In the following part, we will explain how the issues import sheet works.

2. Data elements explained

When you open the excel template, you will encounter a uniform setup. To familiarize with how the data sheet has been organized, here is an explanation of the  data sheet elements:

1. Data fields - These fields represent the requirements of which data you need to collect

2. Explainer fields - We have added a short explainer to each data field in the sheet so that you know what data is required from you to collect.

3. Data input - This is the actual data that you will be collecting

4. Selection fields - This is a special field that only allows you to choose between a given range. It is case-and spacing-sensitive, meaning that this data needs to be precise and needs to exactly match with Qooling specifications. In contrary, the import will not work. Therefore, please pay close attention to these fields and the consistency of your data input.

Now, lets begin with the import preparation...

3. Task import sheet

1. Download and open the import sheet template, containing standard fields in Qooling.

2. Populate the standard fields with data. Here is an example of how this would look like:

4. Transform tasks import sheet to csv file

Now that your data set is complete, it is time to transform your excel sheet into a csv import in order to load it into Qooling.

1. Copy all columns and fields from your import sheet.

2. Create a new excel file

3. In new excel file paste special >> values only. Very important to do it this way, because all formatting and data validation will be nullified, which is what we need for the import to work.

4. Remove the first column A "Fields" and the second row "Explainer".

5. If all goes well, you should be left with a clean data set like this:

6. When finished, save/download your excel file as a csv file.

5. Import tasks csv file to Qooling (for Qooling Admins)

Note that only Qooling Administrators (Consultants) can execute this action. Therefore contact your representative for this step.

1. In Qooling navigate to Configuration >> Task tab >> Import from file >> Import button

2. This opens up a pop-up with a short explanation what you need to do and some tips

3. There is also a link to a demo on how import works. We added this video here as well in in step 5 of this part. 

4. Select file and upload your csv file.

5 You will now see an import pop-up from which you can:

• Specify the first row of your csv file to be header ---
• See a preview of your data ---
• Manually map the columns from your csv file with Qooling data fields. If your columns in csv have matching names with Qooling data fields, the mapping will for the most part be done automatically. If needed you can manually map columns. For this template, all fields should automatically be mapped. ---
  

Here is a short demo of how the import and mapping work to give you a better picture.

8. Execute the import and go to your tasks overview in Qooling. Notice that your data has been imported.