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How to Import a Spreadsheet Onto Unify

Tanner Applegate avatar
Written by Tanner Applegate
Updated over a year ago

The first important part of onboarding is to import all apps and credentials used across your team members. Please, find below the steps to help you import your spreadsheet. Should you have any questions, please contact us at [email protected]

Estimated time for a spreadsheet of 50 apps: 15mn

Prepare the Spreadsheet:

  1. Import spreadsheet into google sheets.

  2. Ensure all rows are shown and that there are no hidden rows.

  3. Ensure all rows have a header.

  4. Create a filter and delete:

    1. All rows with a blank app name.

    2. All rows with a blank Username.

  5. Download the spreadsheet.

If your spreadsheet contains multiple tabs, each representing a different location, please be aware that the tabs will be imported into Unify one at a time.

Import it into Unify and Map Fields:

  1. Upload the spreadsheet into Unify.

  2. Identify Header Row.

  3. Map Columns to Unify Fields.

  4. Before going further, click the save icon at the top.

  5. Map each line item to the Unify App by carefully following these steps:

    1. Clean up the names with the proper punctuation including capital letters at the start of each word.

    2. If the app name is a URL, rename the app to be a word and not a url.

    3. If the app has matched to “Custom App”, it means that the app has not automatically matched to an existing vendor, but it doesn't mean the vendor isn't in the catalog. Try different name variations.

      1. Blue Cross Blue Shield’s are all under BCBS

      2. All Delta Dentals are fully spelled out for both “Delta Dental” and the state

      3. Delta Dental Ins AKA Dental Dental CA GA PA

    4. A yellow dot in the URL column means that there is a discrepancy between the Spreadsheet URL and the Verified Unify URL. 90% of the time you will want to use the verified URL. Click on the URL to switch.

    5. If an app does not exist in the catalog:

      1. If the app DOES have a URL imported from the spreadsheet, test the URL to ensure that it is the login URL. If it is not, find the right login URL and copy and paste.

      2. If the app DOES NOT have a URL imported from the spreadsheet, open a new tab and try to find the best login URL for that app. Copy and paste it into the importer.

      3. If you are unable to locate a URL for an app, make note of it to discuss with the client at the onboarding and training meeting.

Add Location and Assign to Group:

  1. Add location to all (if applicable).

  2. Import.

  3. Once all apps have been imported, go back on the dashboard and add all the apps just imported into the appropriate group (if applicable).

If you have other tabs/locations, you can repeat the process.

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