In the videos that follow, we offer you a guide going through the steps of retrieving your resources' data for your interface.
As a reminder, resources include all the people you work with (internal/external consultants as well as your internal staff).
If you have a large volume of data and if it is exploitable, I invite you to refer to the "Via import" section.
If this is not the case, manual creation is preferable.
In this video, you will see how to create your resources manually.
I invite you to refer to the tutorial "Import your data into BoondManager" to get the template files.
Qualifying the import file
If you have already created your manager accounts, do not include them in the import, otherwise, you may create duplicates.
Importing the file
Before importing your data, make sure to:
- remove unused columns
- remove help information
- convert the file to .csv
In this video, we will show you how to verify that you have successfully retrieved all your resources' data onto BoondManager.