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Import Projects
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:
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. Importing projects must be completed in a test environment, production program imports can be completed by contacting CPR support.
Import vs. Migrate
The Import tab enables the transfer of all forms and preserves the current status of all projects from the source program, carrying them over exactly as they are.
To transfer only the project data from the source program—creating new, unsubmitted projects in the destination program—the Migrate option should be used, as shown in Figure 4 below.
After completing the configuration mappings and selecting the desired options, select the Import or Migrate button to initiate validation. PowerClerk will notify of any mismatches or errors during this process. If any critical failures are detected, the import or migration may be canceled automatically.
Selecting the Configure Name Mapping button opens a dialog that allows mapping of Data Fields from the source program to their corresponding fields in the destination program. The Match by Name button can be used to have PowerClerk automatically map Data Fields with matching names.
Once the import or migration has been successfully validated without any errors, contact Support@PowerClerk.com to request that the import or migration be committed.
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.