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Importing data

  • Updated

You can import data from your ERP or finance system on your suppliers and projects. This makes it easy to keep key information up to date - whether it is your full list of projects, most recent project spend, or current status on payment days.

About data imports

By importing data onto the IAND platform you can:

  • Maintain your Company Index and Company Pages, by importing the full list of current supplier companies that you are working with.

  • Maintain your Project Index and Project Pages, by importing your most recent set of projects and up to date spend.

  • Maintain Companies House status, by ensuring that the IDs remain correct and up-to-date.

  • Manage your history of imports, access IAND reference files and import files directly.

Bulb.png TIP! Work through the following questions to understand the data you do/don't want to display on the platform and share these requirements with your data lead:

  1. Do you want to include overhead spend?
  2. Do you want to capture sole traders and collaborate with them on IAND?
  3. Do you want to exclude projects with certain customers? (Note: IAND permissions can be used to limit access)
  4. Do you want to exclude certain Units / Business’ spend?

Important: Before you commence your first data import, please contact your IAND account manager to specify who in your organisation will be responsible for importing data and the frequency of imports. IAND will make sure that this person is fully trained and has the right information to hand.

 

Importing data

  1. To import data, visit the Data Imports page, accessible from the Management dropdown.

  2. Prepare your import file. Before you submit your import, please ensure that your member of staff who will import your data has access to the correct reference files, understands how to populate the agreed CSV file and knows the naming convention.

  3. Click Import to upload a new file.

  4. Add an import title. We recommend using the following structure ‘[Your company name] [Import] [Date]’.

  5. Add a description. Please specify what you wish to import: Companies (for new suppliers, updated supplier spend, updated payment days or Companies House ID) or Project Index (for new projects, updated project spend).

  6. Add your file and click Submit.

  7. Await confirmation from IAND. Any submitted file will be validated within a 24-hour (working days) time period. IAND will notify you of the status of the import on receipt and once your data has been uploaded.

  8. Validate new suppliers. Visit the Merge suppliers page to view new suppliers created in week and complete any requires merges.

Your import will fall under one of these three categories:

  • Success: All information imported successfully.

  • Partial success: We were able to import some but not all information in your file. Information will be shared on what we could not import and advice on how to amend and re-import.

  • Unsuccessful import: No information could be imported. IAND will provide advice on how to amend and re-import.

 
 

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