Minimum Version Required: 21.01
Steps
Use a Fusion Report to Import Projects
Fusion report imports are a powerful tool that allows automation in reporting. They allow you to automatically import data into a related table based on a schedule to get the most up-to-date data.
1. Search for New Table import in the universal search bar
2. Input a title, a destination table, import action, as well as the source of the import
The Import Routine is the name of the import that is being created
The destination table is the table where the report data will be imported too
The source of the data can be a local file in the form of .xlsx, .csv, .zip files saved reports such as a fusion report, as well as google drive or an EDBL Client
3. For a fusion report import click Use Report
4. Find and select the desired report
5. Click Save Changes to pull up the Map Field page
6. Use the field map to set import fields and click Save Changes, you can also select Link On to choose which field to link onto for the import
7. You can execute the import manually to ensure that it works as expected
Review data link will show the data will be imported
8. The Import Results page will show details about what was actually imported. If this looks correct, schedule the import by clicking the import scheduling tab
9. From this tab select the Import Project from the dropdown, if one does not exist create one from the Import Project table by clicking the green Add Import Project button
10. After the import project is selected, click New Schedule
11. Fill in all information and then Save Changes