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Symptoms export- and importmodule

Modify and import your symptoms easely.

All symptoms, can be exported to Excel, edited or added, and then re-imported.

The export module does not include any symptoms that are in the recycle bin—only active symptoms are exported. If the export/import button is not visible, this feature must be enabled through user permissions.

Basic rules for a successful import:

  • Do not change the layout of the Excel file.
    Do not modify column headers, remove columns, or rename/delete any tabs. Do not alter the structure of the Excel file in any way.

  • Mandatory fields in ControlOffice are also mandatory in the Excel file.
    For example, importing a new cost centers without a cost centers code will trigger an error. Required fields are marked with a red background in Excel.

First create a few symptoms manually in ControlOffice, then export them. This will give you sample rows in Excel to use as a template.

The import runs in the background, so you can continue working while it processes. Depending on the amount of data, it may take some time. If desired, a notification email can be sent when the import starts and ends. Any errors will be listed in that email.