You can use Falcon's import feature to import activities across any number of measures in a decentralized manner. The foundation for this is an import file.


You can download the template here:


Learn more about the most common template mistakes here


Perform import

Select the Import option from the main menu at the bottom left and then select the file you want to import.



Now select "Import". The data will then be imported in the background. Once the import is complete, Falcon will prompt you to refresh and the import is complete.

File structure and format

The import function loads a file, searches for specific column headers and imports the information stored in the rows. The base is an XLSX, XLS or CSV file with at least the following columns:

Column heading

Information passed

Format

Name

Activity name

Text

Measure ID

ID of the measure(s)

Number

You can also pass the following information in the file:

Column heading

Information passed

Format

Description

Activity description

Text

Start Time (Plan)

Start Time (Plan)

Date

Start Time (Actual)

Start Time (Actual/Forecast)

Date

End Time (Plan)

End Time (Plan)

Date

End Time (Actual)

End Time (Actual/Forecast)

Date

Started

Started Yes/No

1 / 0

Finished

Finished Yes/No

1 / 0

Email

Email of the responsible user

Email

Locked

Activity open/locked

1 / 0

Paused

Activity paused/activated

1 / 0


Columns and spreadsheets

Falcon searches import files dynamically. You can therefore create multiple spreadsheets with multiple measures. Also the columns can be stored in any order. You can even keep more columns in the import file. Falcon skips everything that does not belong to the import.


Role of permissions

In addition, only data can be uploaded via the import that can also be performed in Falcon as a user with the respectively assigned permissions. So, for example, a user who only has write permissions can perform an import, but in this case, only ACTUAL values and not PLAN values are transferred.


Errors, Limits & Restrictions

Falcon allows you to import up to 1,000 activities in one go. If errors are detected during the import - e.g. in the file structure - Falcon automatically sends an error report showing you why the import could not be performed.

Common errors

  • Empty rows and lack of mapping: Falcon does not allow empty rows in the most important columns (Measure-ID, Name).

  • References to other files and spreadsheets: the import allows Excel calculations (like B1=A1+A2), but Falcon excludes references to other files for security reasons. Also references into other spreadsheets (e.g. B1=Table1!A1) will abort the import.

  • E-mail not stored in Falcon: in order to assign responsibilities via the import, the possible user must already be created in Falcon. If the user is not known to Falcon, the import will not be aborted - but the responsibility will not be stored.

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