Import Data using Excel

Facilitate Large Amounts of Data Entry by using Microsoft Excel

Jake Ellis avatar
Written by Jake Ellis
Updated over a week ago

About Importing Data with Excel

Shireburn Indigo allows data to be uploaded using Excel® spreadsheets, facilitating data entry involving large amounts of data. This feature is only available on certain screens via the Export and Import buttons in the toolbar.

Generating a Blank Template

The Export button allows you to export Indigo data to an Excel® spreadsheet. 

However, it also has the facility to generate a blank template - a spreadsheet with the fields required to import data into Indigo. Each template must be generated from the screen you are trying to import data into to get the right data fields.

Indigo is smart enough to know which screen you are on and generates a template with the fields needed for that screen. You can add and remove other fields as you please by selecting or deselecting the corresponding checkboxes.

Once you have downloaded the template, fill in the fields as required and save in an accessible location, ready to import back into Indigo.

Importing Data

To import data, click on the Import button.

Then click and drag the Excel® file into the upload area. Once ready, click on Import to upload the file to Indigo.

Related Articles:

Did this answer your question?