If you have a lot of information you need to have entered into the system, you have a couple of options:
- Use the import tool. In cases where you have a lot of records, like a list of 500+ companies in an Excel spreadsheet, you can upload the data using a template formatted by the application to fit your form configuration. Click here to learn more about the import tool, and talk to your Inova administrator about getting access or about getting training from your Inova rep if needed.
- If your data is more complex, such as a list of 500+ companies plus associated project information some attached documents for each record, a custom data migration can take care of it. Inova has developed migration tools that can extract the data from a source such as an Excel file and migrate it into the system into specific fields to create different types of objects, based on client requirements. Such migrations require: A mapping exercise where you work with a technical specialist to ensure each column in your spreadsheet matches a field or fields in the Inova system; adjustment of the technical tools by the specialist; test migrations; and final validation by you, the user. In most cases, migrations can be covered for a minimal amount of service days. Contact your Inova representative for details and to receive a quote.