Importing roles and rate cards

IN THIS ARTICLE

The role importer enables you to import rate cards from any existing spreadsheet or CSV format, with inline mapping and import preview.

1. Select file

Drag and drop any csv or spreadsheet file. Or download the csv template.

2. Verify local data

Verify the contents of your selected file

• Select which worksheet to import (if spreadsheet contains multiple tabs)
• Toggle on/off the header row
• Select which field to use for external identifier (optional)

3. Match columns

Match uploaded columns to required/optional fields, with inline preview.

• Estii auto matches based on name, or your previous successful import (so you don’t have to remap every time)
• Inline preview of matched data with validation and formatting hints to help you map to the correct fields
• Some fields include default values for cells with missing (or invalid) data
• Can import numbers or pre-formatted numbers (e.g. $100K)

4. Review import

Once all the required fields are mapped (and pass validation), you can review the final data set before importing.

If the import fails, you can go back and modify your settings

5. Confirmation

Confirmation is displayed once import is completed