Data Imports module

Introduction

This module allows the users to bulk import important data, which can be existing or legacy, into Tactic. Important module help in importing business related data without having to face much issues.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step.

Usage of Import Module

Import of legacy data is a complex procedure, which is integrated with a number of steps and stages. This steps may include attempts and modifications for successfully completing the procedure. Tactic recommends to create a single source spreadsheet with Libre office or Open Office. It is also important to save the file using save as a CSV for every step of modification.

Importing a file

The first step of importing a file is to go to Tools menu and then choosing the option of New Import. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.