With the Excel Importer, you can easily and efficiently import your data into Ardoq. The import functionality supports .xls, .xlsx, .xslm, and .csv formats.
What does it do?
When you're importing new data from Excel, you need to first configure a mapping. Conceptually, you're defining how to translate a tabular data set (Excel) to a graph representation (Ardoq), which can be a bit complicated. To help with this, the importer will guide you through the process.
Mapping allows you to:
Flexibly generate Ardoq models based on your Excel data.
Define which workspaces a sheet will import data into.
Map columns in Excel to either descriptions, component types, fields, or tags in Ardoq.
Dry-run to verify that your Excel data is consistent with your mappings (i.e. check that the data type is correct with your field mapping).
You can also use Excel to update existing data in Ardoq. This is a great option for doing bulk updates/changes.
Setting Up Your Spreadsheet
Download the example file for details on supported mappings.
Import Your Data
Use the left menu item "Import & integrations" to access the Importer:
Select Excel from the Import and Integrations landing page and upload your file.
After you have uploaded your file, you will see the sheet overview that displays the current state of all the worksheets in the uploaded file. Clicking on a row in the table or left-side navigation will open the screen for configuring the import of that sheet.
For each worksheet you want to import, you must select whether rows represent components or references, choose the Ardoq workspace(s) to import to, and then map the columns of the excel sheet to Ardoq concepts.
Once you have executed a test run of the import, the worksheet view will also provide feedback for any problems encountered during the test.
When selecting "Components" for a sheet, find the Ardoq workspace or choose a name for a new workspace to create for these components. Then select the column headers to start mapping your data and defining hierarchy.
Here is an example where you can see the structure and component mapping:
For references, select the source and target workspaces the references will point between (they can be in the same workspace). Remember, if there are missing components in the source or target workspaces, you will not be able to import them.
Then, select the source and target component you want the reference to connect. You will also specify the type of reference here:
If you would like to add display text on references, the current workaround is to map the column as 'field' of type 'text' and add 'display text' to the 'name'.
Dry-run and Importing Data
After you have defined and mapped worksheets, you can test run to review and check for errors. Click the 'Test Import' button to see the summary.
Note: If you have structural or validation errors, you will not be able to import your data. You’ll need to correct the underlying data and then upload it again.
After you have made changes, uploaded, tested, and are error-free, you will receive feedback that you are ready for import.
Click the Import All button and wait for Ardoq to confirm the workspaces that have been updated.
Considerations and Constraints
Be aware that if you add or rearrange the order of worksheets in the file, Ardoq will not be able to preserve your structure or mapping. This is a limitation we intend to address in future iterations.
In addition, the first row in your excel sheet is considered to be a column header and will be ignored by the importer.
The Excel uploader supports flexible models. That said, we recommend keeping the models as simple as possible, in order to ease communication and make them understandable to others.
Reserved Field Labels
Some field names are reserved in Ardoq. If you are trying to map a field using a reserved field name, you'll get an error and will have to choose a different name for the field.
Workspace permission issues
Remember that the Excel importer is subject to permissions checks. That means you cannot import into the workspace where you only have read permissions.
If you still have questions about Excel importing, reach out to us! You can do so via our website or by using the in-app chat. We're happy to help.