How do I Bulk Import into the Q/A Bank using MS Excel?

To import data into the Q/A Bank using Excel, follow these steps:

1. Navigate to the Q/A Bank & Access the Import Feature

• Open the Import Menu:
  • Click on the "More" button (three horizontal lines).
  • Select "Import" from the dropdown menu.
     
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• Initiate Excel Import:
  • In the "Import Questions and Answers" pop-up window, select "Excel."
     

2. Download the Import Template

• In the "Import Questions and Answers" pop-up window, select Excel and click on the "Download Example" hyperlink. 

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3. Populate the Excel Template

The downloaded Excel template consists of three tabs:

1. "QuestionAnswerBank"

   This is where you will enter all the information for uploading. Populate the fields with your data. Ensure that entries in the Type, Subtype, or Products fields correspond with the information in the other tabs. (F the Type, Subtype, or Product has not already been created in Dasseti Engage, you will not be able to add a new item from the template).

   • Field Guide:

     
     

2. Available Types

   This tab lists the pre-populated folders and subfolders that have been created in the Q/A Bank.
    

3. Available Products with Company

   This tab lists the products that have already been created in the Q/A Bank

4. Upload the Template

• Return to the "Import Questions and Answers" pop-up window.
• Click on the "Upload" button.

• Select your populated Excel template and confirm the upload.

  

5. Verify Upload:

• Check the Q/A Bank to ensure that all data has been correctly imported and is displayed as expected.