Upload Team Roster
modONE provides the option to upload a file that contains a Team Roster. The uploader uses a sophisticated mapping process that chooses only those fields that are relevant to modONE.
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modONE provides the option to upload a file that contains a Team Roster. The uploader uses a sophisticated mapping process that chooses only those fields that are relevant to modONE.
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The upload file must be a .csv file that includes one record per row and can include any number of columns. Included in the columns must be the modONE required fields. Click the Team Upload instructions below for an inventory of the required fields and the associated business rules. The instructions also include a "Template" tab that can be used as a starting point for the upload file.
To start the upload process, click the "Upload Team" button in the Team Roster Overview section of the My Team page.
After reviewing the instructions, click the "Launch Upload Process" button to begin the process.
Click the "Add file" button, choose a file to import, and click "Open". The file will be extracted and loaded for Mapping.
The Mapping step is central to the import file flow. It confirms the alignment of columns from your incoming file with the modONE Team Member fields. Any data in columns mapped at this step will be migrated and transformed into the requested output format. Scroll through all the incoming/destination fields before clicking the "Continue" button.
If a destination field expects a specific set of values (e.g., yes, no), you will be taken to a separate mapping screen to map the individual values for those fields. When finished reviewing all fields, click the "Continue" button.
The data is translated into the required output format in the final step of the import process. This step allows the data to be reviewed and corrected/supplemented before uploading to modONE.
The table headers will now show those of the destination fields, and some data in the fields may have also been changed. These changes are all made according to business rules on the destination schema and help reduce the work required to transition your data into the requested output format. To manually change your data, double-click into a specific cell and type.
You may also see the fields highlighted in three different ways:
Underlined - this field has been automatically transformed into a required format. Hover over the field to see the original value
Yellow background - this field has a warning - the destination system will still accept it, but you may need to review it first. Hover over the field to see the warning message
Red background - this field has an error that requires your manual change. Hover over the field to see the error message and make changes accordingly
This review table is designed to help you quickly fix errors on large data chunks. Here are some tips to help you go through the review process even quicker:
Pinning columns. If your file has many columns in it, you can pin up to three columns to keep them “frozen” in place when you scroll through the entire sheet
Sorting. You can sort your dataset easily by clicking the sort button
Searching and filtering. The toolbar above the table has multiple options for filtering your data. You can look at all valid or invalid records or filter based on a specific error by clicking on “Filter by error.” You can also search for specific records by clicking the magnifying glass icon.
Find and replace. You can find and replace specific values in bulk, and replace empty values within a specific column.
You can access these additional field options by hovering over a column header and clicking on the displayed controls.
When satisfied with the data, click the "upload to modONE" button. The uploader will process the data and take you back to the My Team page. A message will appear in the Team Roster Overview section indicating that the upload is being processed and all functions on this page are locked. Depending on the upload size, this process may take a few minutes. modONE will send an email when the process is complete.
Data can be manually entered as an alternative to importing a file. Click the "Manually Enter Data" button to activate a spreadsheet-style interface that includes the destination schema columns. Team Member data will be validated as it is entered. See the step above for more details.
