PowerClerk Support Center

Program Design
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Locating the Automations feature
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FAQs
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Locating the Communications feature
Creating Communication templates
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Deadlines
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Locating the Deadlines feature
How to create Deadlines
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Forms
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Locating the Forms feature
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Roles
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Workflow
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Front Page
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Locating the Incentive Design feature
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Data Import
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Locating the Data Import feature
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ePayments
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FAQ
Import From V2
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Locating the Import From V2 feature
How to Import From V2
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Operation Status
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Program Info
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PV System + batteries element
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Settings
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Integration Guides
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
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Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
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Import Projects

Retain and import legacy data from prior PowerClerk programs with Import Projects.

Import Projects feature


Questions to ask yourself about Import Projects:

Which data fields from the other program do I want to migrate?
Does my new program have different Data Field names? Do I want to map data fields between programs?

Locating the Import Projects feature

Anyone in a Role with Use V2 Import privilege (which needs to be assigned by a CPR Admin) can access this feature by opening the ADMIN menu and clicking on Import Projects:

 

Locating the Import Projects feature

Figure 1: ADMIN >> Import Projects

 

How to Import Projects

With PowerClerk’s Import Projects feature you can retain and migrate program data from your other programs or import complete projects to preserve their present status.

 

Import vs. Migrate

The Import tab allows you to retain all the Forms and the current status of all projects in the source program to be transferred over as they are:

 

Import Projects option

Figure 3: Import Projects option

 

If your goal is to transfer only the actual data of the project in the source program (i.e., create fresh, unsubmitted projects) then you would use the migrate option as shown below in Figure 4:

 

Migrate from V2 option

Figure 4: Migrate From V2 option

 

When you have completed the configuration mappings and marked other options to your preference, please select the Import or Migrate button to validate your import or migration. You will be notified of any mismatches or errors, and PowerClerk will possibly cancel your import or migration if any critical failures are generated.

 

Clicking on the Configure Name Mapping button presents you with a dialog that allows you to map Data Fields from the source program to their respective counterpart in the destination program. You can also ask PowerClerk to automatically map matching Data Fields with the Match by Name button:

 

Configure Name Mapping

Figure 2: Configure Name Mapping

 

Once you are satisfied that your import or migration is validating successfully without any errors, please contact Support@PowerClerk.com so we can commit your import or migration.

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.