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Typology groups

In this article, we will guide you through the simple steps required to efficiently import typology group data, ensuring a smooth onboarding process.

The typology group import process:

  • Navigate to Maintenance.
  • And search for the Typology Group listing.
caution

To import the data correctly, please ensure there are no duplicate entries in the system.

The following combination must be unique:

  • Name | Company | Active :::

Prepare your data file:

  • Properly format your typology group data file for a smooth import.
  • Ensure the data is organized and structured in a compatible format.
  • Verify that all mandatory fields are included and filled in correctly.
  • Take into account any specific data format guidelines or restrictions mentioned in the system documentation.
  • Check for inconsistencies or errors in the data to prevent issues during the import process.

FAQ​

How can I check for duplicate entries?​

To check for duplicate typology groups, follow these steps:

  1. Access the typology group list.
  2. Export all data to .xls.
  3. Open the .xls file and look for duplicate entries.
  4. Make note of duplicate entries that need to be removed.
  5. Return to the typology group list.
  6. Delete the duplicate entries.