Data Upload Instructions

Understanding the Downloaded Excel

1. The third tab in this sheet contains the data for an Implementation Plan.
2. All columns contain information about the Activities for that Implementation Plan.
3. Optional: To view numeric (Currency, Number, and Percent) values in the number format according to User Locale rather t
a. Instructions on how to customize Number format in Mac: https://support.apple.com/kb/PH23765?locale=en_US
b. Instructions on how to customize Number format in Windows: https://docs.microsoft.com/en-us/globalization/locale/nu
Additional Instructions: None

Prepare the Excel for Upload

You only need to enter data into the input cells, which are highlighted in blue.
To prevent errors in upload, follow the below steps:
1. Do not change any values in output cells (i.e. any white cells, such as Duration).
a. These will not be uploaded from the Excel file.
2. Match the data in the input cell(s) to the column’s data type (e.g. only Date values entered for Planned Start Date).
3. Activity Name and Activity Type fields are required to be filled for successful upload of Activities.
4. You can upload both Task activities and Milestone activities using the Excel file.
a. While adding a Task activity, leave fields that are specific to a Milestone activity (e.g. Due Date, Disbursement) as blank.
b. While adding a Milestone activity, leave fields that are specific to a Task activity (e.g. Actual Start Date, Actual End Date,
c. The field value of Status field for a Task activity can be Planning, In Progress, or Complete. It can be Open or Complete fo
5. New rows will create new Activities in the Implementation Plan. If you want to update an Activity, be sure to edit it directly
6. Do not edit the following:
a. Tab name (Implementation Plan name)
b. Header text (Implementation Plan name)
c. Column headers
7. Ensure that there is only one tab from which data is uploaded. You can add new tabs to your Excel, but ONLY the download
8. Check that numeric data has been entered in either the format according to your user locale (if your system preferences ha
9. For relationship and picklist fields, you must enter the exact name of the related record or picklist value so that it is an exac
10. Ensure that the Date columns are in the format YYYY-MM-DD and are saved in the plain text format.
Additional Instructions: None

Upload the Excel

1. Once your Excel is updated, saved, and ready for upload, select the relevant Implementation Plan on the Activities tab of th
2. Click the Upload button. A pop-up will appear prompting you to select your updated Excel file to attach.
3. Attach the file by clicking the Attach button in the pop-up. A confirmation pop-up will display.
4. A final pop-up will appear, displaying how many Activities were successfully or unsuccessfully uploaded. Through this pop-u
5. Once you close the Confirmation pop-up, the page will refresh to display the uploaded data. Please wait for the page to ref
Additional Instructions: None
 ccording to User Locale rather than the default number format in Excel, the Number format in your computer system will need to be cust
/PH23765?locale=en_US
m/en-us/globalization/locale/number-formatting

for Planned Start Date).

e Date, Disbursement) as blank.

ual Start Date, Actual End Date, Planned Start Date, Planned End Date, Project Indicator, Framework Objective, Percent Complete) as blan
e. It can be Open or Complete for a Milestone activity.
Activity, be sure to edit it directly on the third tab.

ur Excel, but ONLY the downloaded tab (named according to the Implementation Plan that is selected in Amp Impact) will be successfully
le (if your system preferences have been customized) or the default Excel format (i.e. periods used as decimal points and no thousands se
picklist value so that it is an exact match. Reference the second tab to view available options for these fields, and then input and save the

on Plan on the Activities tab of the Project record in Amp Impact as mentioned on the third tab.
file to attach.

lly uploaded. Through this pop-up, you can download Excel files that display which exact records were successful or unsuccessful in the up
a. Please wait for the page to refresh before you take any further action.
uter system will need to be customized prior to the download.

ctive, Percent Complete) as blank.

mp Impact) will be successfully uploaded.

mal points and no thousands separator displayed).
ds, and then input and save the selected option in the third tab.

ccessful or unsuccessful in the upload. For any records that failed to upload, make the changes in the original file and upload that file again
nal file and upload that file again.
Pr - imp
Refer to the following available Lookup and Picklist values per field to populate on the third tab.
Activity Type Type Status Framework ObjectProject Indicator
Task Planning Open
Milestone Training Planning
Other In Progress
Complete
ab.
Parent Activity Disbursement Contact
Andy Young
Arthur Song
Ashley James
Avi Green
Babara Levy
Edna Frank
Jack Rogers
Jake Llorrac
Jane Grey
John Bond
Josh Davis
Lauren Boyle
Liz D'Cruz
Pat Stumuller
Rose Gonzalez
Sean Forbes
Siddartha Nedaerk
Stella Pavlova
Tim Barr
Tom Ripley
Pr - imp
Generated by: Api Upgrade 28/11/2023, 2:19 pm
Activity Name Activity Type Type Status Start Date
End Date Due Date Description Framework ObjectProject Indicator
Parent Activity Activity Informat Disbursement Duration Percent Complete
Contact Id