Proposal Import

The Site Selection import allows users to mass create and maintain proposals within Nakisa Capital Projects Suite.

Note that when updating a pre-existing object, you cannot update the status through this data import.

To import proposal data:

Download the initial data template.
Fill out the downloaded Excel file with your information. Red fields are mandatory. If there are objects that you do not want added in the import, you can delete the associated Excel sheets if the objects do not have any dependencies.
Upload the Excel file and begin the import process.

Note: Entering a non-valid ID will result in an error code stating that the external ID does not exist.