2		Getting Started with Gemini 5	usage items projects
2.5.11		The Data Import Wizard	admin items database Excel migration
3.1		Creating Tasks	items projects
3.2		Rapid Planning (Creating Multiple Tasks)	usage items projects
7		Project Templates	admin projects
7.1		Project Templates: Introduction	admin projects
7.2		Project Templates: Process	admin projects
7.3		Project Templates: Screens and Visibility	admin projects
7.4		Project Templates: Process Workflow	admin projects
7.5		Project Templates: Custom Fields	admin projects custom-fields
7.6		Project Templates: Menus	admin projects
7.7		Project Templates: Status, Priority and Severity	admin projects
7.8		Project Templates: Resolution	admin projects
7.9		Project Templates: Links	admin projects
7.10		Project Templates: Time	admin projects

15 documents found.

Bringing data into Gemini, for whatever reason, is a simple straightforward process. To do so you must have the “Bulk Operations” permission, which will give you access to the Import control on the Grid.

fig 1.0 the “Import” option in the Grid Control.

Steps to import your data

1. Navigate to the Gemini Grid and the project that you wish to import data into.

2. Click on the Import icon (see above) and you will be prompted with the Gemini Import wizard, as shown below:

fig 2.0 the import wizard screen. Click “choose file" to browse for the file to import

3. Browse for the Excel or delimited (pipe/comma/tab) file that contains your data. This first row in this file must contain column headings for the data therein.

4. Once you have located your file, map the columns in your file to the fields that match the Project Template that your project is based on.

Gemini will read the column headings in your file and try to map them to column headings that match your data template. You need to check that this mapping is accurate and if the wizard has not (or more likely cannot) map from you inbound column to a column in your Project Template then you need to make the column assignment manually.

fig 3.0 Column mapping. You will be shown (from left to right) the column heading from the file, a row of data in the file, the field in Gemini to map the data to, a flag to allow you to ignore any individual field.

The data wizard import simply prompts at each step for the user to click on “Next” once they have finished a particular step.

5. Determine whether the lookup data values you have in the file should take on different values based on what is already in Gemini, should stay as they are, or if they are new – be added to Gemini. Gemini will go through every one of the lookup fields and give this prompt.

When all the field value mapping has been completed, Gemini will present the “Upload” button. Click on this to have your data uploaded and at the end Gemini will give a summary of all records processed and the number of records successfully uploaded.