The import module allows you to import new assets into the system.
Step 1. Open the import module
Step 2. Download the QUOODA Template
You will automatically be directed to the Template tab. Click on the Template drop-down box, select 'QUOODA' and click 'Download Excel Template'. The template will download to your local drive.
Step 3. Open the downloaded template
You can open the template either through your web browser or locate it in the downloads folder of your local machine.
Step 4. Fill out the template accordingly.
You can now enter your data into the downloaded Excel template. The Legend at the top of the template will indicate which columns are mandatory and must be filled out to allow the successful import to QUOODA®.
Please Note: Please ensure that you click on 'Enable Editing' before completing the sheet to allow you to save your work. This will also enable the display of tooltips to help you appropriately fill out each cell.
AssetsProperties Tab – Mandatory Fields
- Property Reference – Free text cell which will act as the main title for your property on the system.
- Address Line 1 – Free text cell containing the 1st line of address for this property and how it will display on the system.
You can import multiple properties onto the system using the same template by completing multiple rows.
We recommend you fill in as many of the columns in this tab as possible. Please ensure you import your property or properties onto the system before you attempt to import any assessments or risks to the asset. To upload Assessments and Risks, please see the importing assessments and risks help page.
Step 5. Import completed template
Once the spreadsheet has been completed and all mandatory fields have been filled in, it can be imported into QUOODA®. Open the Import module (Step 1 in this guide) and click on the 'Import' tab. Click ‘Select files’ and find your completed spreadsheet. After clicking 'Open', your spreadsheet will appear in the screen display. Click Upload and Import Document(s) to upload the data to QUOODA®.
You can upload more than one completed spreadsheet to the system when going through this process.
Step 6. Check the status of the import
You can check the status of your imported file by clicking on the 'History' tab. (The import module will automatically direct you here once your import has been completed). The status column within the grid will display whether the import attempt was successfully uploaded or not. The possible status messages will be:
- Success – Data entered within the imported template has been uploaded to the system.
- Success with errors (Some records failed to import) – Some of the data from the imported template has been successfully uploaded to the system, however, there was an error within the sheet which has prevented certain data from importing.
- Success with warnings – All data from the imported template has been successfully uploaded to the system, however, the Managing Agent field cell within the sheet was blank. You may wish to amend this on the system at a later date by amending it within Assets/Properties.
- Failure (Error while processing import data) – The import attempt was unsuccessful and no data from the template has been uploaded to QUOODA® (Mandatory Field not completed for example).
TOP TIPS
- The error details column will inform you of any issues with the import attempt.
- To view any error messages or to check the status of your import in more detail, click on the Arrow next to the 'ID' Column.
- The 'Import Errors/Comments' column within the hidden display will inform you of any issues within the uploaded template – for example 'Managing Agent does not match Managing Agent for property'. You can then amend this accordingly within your import spreadsheet template and attempt import once updated.
- Successfully imported Data will display the Type (i.e. Property) and automated ID numbers Assigned by the system (e.g. AR1, AR2) – You can quickly see how this specific data displays on QUOODA® by clicking on the double box icon in the Description column.
- You can download a previously imported template by clicking on the Download icon next to the file title within the Imported Document column.
PLEASE NOTE - In the 2025.1 updates, the permissions required to import data were reinforced. To import data via the ‘QUOODA’ template you will need the following role security access.
- ‘Read' access to the ‘Imports’ feature
- ‘Add’ access to the ‘Assessments’, ‘Assets - Properties’ and 'Risks’ features.