What tips do you have for the Excel upload?

Below is the suggested order for maximum efficiency for the Excel RFP Import:

For best results, perform your BULK mappings first, such as selecting a whole column for the Responses or Sections for example, and then, any individual selections last. 

**Important Note**  - one of the most important columns to map is the Response type (either Manual or Knowledge).  Even if your Excel source document doesn't have a dedicated column for you to put your responses, the system MUST have those cells provided, otherwise none of your responses will be included in your Export, which is the whole point, to populate your client's Excel document. 

  1. Ignore (Helpful)
  2. Make Section (Optional) - If not chosen it defaults to Sheet name
  3. Make Question (Needed)
  4. A. Make Response - Manual (see additional notes below)
    B. Make Response - Knowledge Response (only 1 per question, see additional notes below)                               NOTE: If you do not include a A. or B. Responses, then none of your responses will be exported out into the Original Excel workbook. Your responses will be blank. 
  5. Clear Selection (Helpful)
  6. Make Header (Helpful)
  7. Import Proposal button OR Choose Next Sheet From Drop-Down

In further detail:

1.  Ignore

Used when cells need to be skipped or ignored and left out of the Import.

When a spreadsheet has additional read-only information at the top of the sheet, or cells spread throughout the workbook that are only informational and don't need to be imported, the Ignore option helps you "cherry pick" them quickly and omit them from the import. This is helpful before bulk attributing cells/columns.

2.  Make Section (only one section allowed per row)

Indicates the section that will be created in the Proposal. Sections may also be listed in the Sheet(s) drop-down menu in the upper left-hand corner of the Import page.

Right click the full column (ex: A, B, C...) where Sections are located on the spreadsheet and choose Make Section. If there are blank cells or questions in the surrounding cells between Sections, we suggest going through individually and selecting them.

Note: If the Sheet name is the Section, DO NOT designate any cells as a Section.

3.  Make Question (only one question allowed per row)

Indicates the cell or column locations of the questions you’re asked.

As with #2, if the questions are in the same column or in cells next to Sections, in other words, not in a column all by themselves, we suggest going through and individually selecting them.

Note: If you plan on just importing questions without exporting them into the original workbook then just select the question column and press the Import Proposal button.

4.A.  Make Response 

Indicates the cell or column locations of manually entered responses and drop-down lists.

If your spreadsheet or tab in a larger workbook contains a whole group of drop-down lists, you'll use this option. Likewise, if you're going to be manually entering new answers "from scratch" and NOT using your Knowledge Base, select this option. If your drop-down answers are intermingled with some text answers here and there in your Section, you will need to individually select these cells as well.

4.B.  Make Knowledge Response 

Used to indicate a cell or column locations of responses used from the Knowledge Base OR manually entered in your RFP.

If a variety of response types are going to be used to complete the Proposal, some manual entries as well as usage of the Knowledge Base content, then this option must be used. As with all other right click options mentioned above, you can select a whole column at a time or click individual cells depending on their location on the sheet. 

5.  Clear Selection

To be used to clear or “Undo” any selection made.

Whenever the wrong selection is made before Import, a simple right click to Clear Selection can reset the cell, row or column for you. You cannot utilize Clear Selection over already imported cells (designated by locked icon). The only way to undo selections after that is to Delete the Questions/Sections from the Outline itself.

6.  Make Header

Used to indicate cell or column locations of any headers your spreadsheet may contain.

If the spreadsheet you are importing has dedicated, more elaborate headers, then they can be identified by either clicking on a whole row at a time or on the individual cells.

7.  Import Proposal button OR Choose Next Sheet From Drop-Down

Once you have made all of your selections on this sheet, you can press the Import Proposal button or move over to the next Sheet which accessible at the top left of the screen. You are able to come back to the RFP Import page and add Sheets and new selections.

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