[TEMPLATE] Import Entity Goals to EXPA
 Delen
Deze versie van Google Chrome wordt niet meer ondersteund. Upgrade naar een ondersteunde browser.Sluiten

Alleen reageren
 
 
 
ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
2
3
Entity Goal Import Template
4
5
6
7
8
9
Introduction
- This is the template to create leads in bulk via EXPA's bulk import tool.
- Your first step is to copy this template by clicking on "File" on the top left and click on "Make a copy"
- Do not make changes to any of the sheets other than "Import Data"
- Do not make changes to the names of any of the sheets
- Do not make any changes to the protected columns of the sheet unless you are an advanced users with knowledge of AIESEC's API
- In columns with dropdowns, always use the options available.
- To upload to EXPA, from the "Import Data" sheet click "File" on the top left, "Download" and "Comma Seperated Values, csv (current sheet)"

Usage Intructions
-
The easiest way to fill out the template is to replace 0 with values that your entity plans to achieve. If you do not plan to do any exchange, or run the programme at all, leave it as 0
- Do not delete any rows even if you do not run the programmes
- As sign ups cannot be categorised into a programme or duration type, enter the total value of OGX values in the first row where you define an OGX goal, we will only process the first record we see.
- Incoming exchanges do not count signups and the column can be left blank.
- In the month column, select the 1st day of the month that you want to count the exchanges for.
- If there are duplicate entries, we will only consider the first one.
- If there is an entry for a month where there is no corresponding plan that is not created, we will ignore it.
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100