1. Knowledge Base for your Innovation OS
  2. Support & Frequently Asked Questions

How does the Excel Import Work?

The Excel import allows you to upload your innovation portfolio effortlessly. Easily bring your existing content, ratings, and comments into your workspace.

The Excel import feature allows you to seamlessly import various types of data. The feature comes with the following key capabilities:

  • Import elements: With this new feature, you will no longer be required to manually upload data. Now you can upload elements in bulk, saving you time and effort. The feature supports importing elements specific to each element type and workspace, ensuring precise data organization.
  • Ratings and comments: Keep track of valuable insights and feedback from your team, or clients. The ITONICS Excel import feature allows you to import ratings and comments associated with each element, facilitating comprehensive data management.
  • Element updates: Not only can you add new elements, but you can also update existing ones with the Excel import feature. This ensures your workspace remains up to date and reflective of the latest changes.

How to use Excel import 

There are two ways to navigate to the import feature: 

  • Select any of the tools you want to import data to, from navbar (Explorer, Radar, Matrix, Board, Network Graph) .
  • Click on the three dots in the navigation bar and select Import from a Datasheet (1) or press on the Import Content button if your workspace is still empty.

The import consists of three simply steps: 

  • Choose the element type you want to import and download your template. (3) 
  • Fill the template with your data. Please make sure to provide the data in the correct format. Take a look at the tables below for further information. (4) 
  • Upload your file using drag and drop or select from your file manager and click on Check file. (5) 

Once the file is validated, you can upload your elements.

The Import Tab Structure

The generated import template consists of the following three tabs and respective columns:

1. General Tab

2. Rating Tab

3. Comment Tab

General tab

Columns Explanation Example

ID/URI

The ID/URI column expects the ID of a certain element. The column only needs to be filled if you want to update an element. 

mfhDjcJtgOiRlo1


Hint: The ID is always the last part of the URL if you go to the detail page of an element.

Link

The Link column expects a correct URL as a value. This column is only relevant once the ITONICS export feature is ready, and therefore can be left empty.  

https://itonics-innovation-os.itonics.io/explorer/2UzghXJzKmZgOmFa/detail/mfhDjcJtgOiRlo1

Created By

The Created By column requires an e-mail address to set the creator information for the respective element. If the e-mail address does not exist or the cell is not filled, the currently logged in user will be saved as the creator.

firstname.lastname@organization.de

Created At 

The Created At column requires a valid date format (yyyy-mm-dd) and sets the creation date accordingly. If the column is empty, the current date will be used.

2023-05-24

Updated By

The Updated By column requires an e-mail address to set the last editor information for the respective element. If the e-mail address does not exist or the cell is not filled, the user which is logged in will be saved as the last editor.

firstname.lastname@organization.de

Updated At 

The Updated At column requires a valid date format (yyyy-mm-dd) and sets the last edit date accordingly. If the column is empty, the current date will be used.

2023-05-24

Publication Status (mandatory)

The Publication Status column expects one of the following statuses: 

  • Published 
  • Draft
  • Archived

Published

Title (mandatory) 

The Title column expects textual input without any formatting or HTML tags included.

Machine Learning

Summary (mandatory)

The Summary column expects textual input without any formatting or HTML tags included.

Machine Learning uses data to predict outcomes. 

Tags

 

The Tags column expects tags separated with a semicolon. Do not add whitespace after the semicolon. 

sustainability;artificial intelligence;biotech

 

Custom Property Types

Explanation 

Example

Dropdown

Dropdown property types require the exact value of the respective labels. Please note that this string is case-sensitive and will only map correctly if there is a 100% match with the configured property options.  

Evolving

Hierarchical Dropdown

Hierarchical dropdown property types require the exact value of the respective label and also the respective parent label. Please note that this string is case-sensitive and will only map correctly if there is a 100% match with the configured property options. 

Environment 

  • Climate Change
  • Alternative Energy
  • Resource Depletion
  • Sustainability

Hint: Please separate Parent-Child values with a colon. 

Environment:Climate Change

Steps

Step property types require the exact value of the respective label. Please note that this string is case-sensitive and will only map correctly if there is a 100% match with the configured property options.  

TRL 5

Date 

Date property types require a valid date format (yyyy-mm-dd).

2022-03-29

Number

Number property types require an integer.  

80000

Hyperlinks

Hyperlink property types  require a valid URL.  

https://www.]domain.top-level-domain/path

www.itonics-innovation.com 

Rich Text

Rich Text property types require textual input without any formatting or HTML tags included.

Machine Learning uses data to predict outcomes. 

User

User property types require the actual e-mail addresses of users to-be-linked to user accounts. Further, a valid user has to exist in the system. 

firstname.lastname@organization.de

Attachments/
Images

Coming soon

Coming soon

Relations

Coming soon

Coming soon

 

Rating Tab

Columns

Explanation

Example

Rated By

The Rated By column requires an e-mail address to set the rater information for the respective element. If the e-mail address does not exist or the cell is not filled, the currently logged in user will be saved as the rater.

firstname.lastname@organization.de

ID/URI

The ID/URI column expects the ID of a certain element. Enter the ID of existing elements to import ratings. 

mfhDjcJtgOiRlo1


Hint: The ID is always the last part of the URL if you go to the detail page of an element.

Rated At

The Rated At column requires a valid date format (yyyy-mm-dd) and sets the creation date accordingly. If the column is empty, the current date will be used.

2022-05-25

Updated At 

The Updated At column requires a valid date format (yyyy-mm-dd) and sets the last edit date accordingly. If the column is empty, the current date will be used.

2022-05-25

Title (mandatory) 

The Title column expects textual input without any formatting or HTML tags included.

Machine Learning

 

Custom Property Type

Explanation 

Example

Rating 

Dropdown property types require the exact value of the respective property options. Please note that this string is case-sensitive and will only map correctly if there is a 100% match with the configured property options.  

High

Numerical Rating

Numerical Rating property types require an integer in the defined range.

10

Comment Tab

Columns

Explanation 

Example

Commented By

The Commented By column requires an e-mail address to set the rater information for the respective element. If the e-mail address does not exist or the cell is not filled, the currently logged in user in will be saved as the rater.

firstname.lastname@organization.de

ID/URI

The ID/URI column expects the ID of a certain element. Enter the ID of existing elements to import ratings. 

mfhDjcJtgOiRlo1


Hint: The ID is always the last part of the URL if you go to the detail page of an element.

Updated By

The Commented By column requires an e-mail address to set the rater information for the respective element. If the e-mail address does not exist or the cell is not filled, the currently logged in user will be saved as the rater.

firstname.lastname@organization.de

Updated At 

The Updated At column requires a valid date format (yyyy-mm-dd) and sets the last edit date accordingly. If the column is empty, the current date will be used.

2022-05-25

Title (mandatory) 

The Title column expects textual input without any formatting or HTML tags included.

Machine Learning

Commented At

The Updated At column requires a valid date format (yyyy-mm-dd) and sets the last edit date accordingly. If the column is empty, the current date will be used.

2022-05-25

Body

The Title column expects textual input without any formatting or HTML tags included.

Machine learning uses data to predict outcomes.

 

To learn more about the different content intake options, read this article.