If you are using Amplify version 19.12 and above, you have the option to fast-load RAID Items via Integrations.
Complete the following steps:
- Prepare the data.
- Identify the initiative where you want to add RAID items and enable integrations at that level or the level above.
- Create a new integration and select RAID as the Import Data Type.
- Upload the Microsoft Excel file.
- Map columns in the Excel sheet to corresponding RAID attributes.
- Preview and process the mapping.
When the processing is complete, all RAID items included in the Excel sheet are created in Amplify at the hierarchical level(s) that you specified.
To prepare data, make sure that data to be imported is in an Excel sheet and has a columnar organisation where each column represents a unique attribute of the RAID item you want to import. You can download the Configuration and FastLoad Spreadsheet and copy the standard column names from the sample RAID FastLoad Sheet to begin.
Upon copying the required column headers from the RAID FastLoad Sheet to a new Microsoft Excel file, fill in the actual data in each of the columns (as shown in the screenshot). Please take care to copy all bolded columns in RAID FastLoad Sheet as those columns will need to be mapped to the required fields.
To fast-load RAID items:
- Ensure that the Microsoft Excel template is ready with valid data.
- Locate the initiative where you want to run integrations and click the Integrations sub-menu.
- Click on the New Integration button to display the new integration form.
- Type in a relevant name for this integration in the Name field.
- Set Import Data Type as RAID.
- Click Save.
- Click Run.
- Select Upload New in the dialogue box that displays.
- Click Choose File, and select the Microsoft Excel file containing the input data. Note: If you are using a previously uploaded Microsoft Excel sheet for this integration, you must choose the Use Previous option so that the previously used Excel sheet will be reused and you do not need to map the attributes once again. However, if you have added additional columns in the Excel template since the last integration, you must select Upload New.
- Select the Header option if you want the column headers in the Excel file to be displayed as headers on the mapping interface.
- In the Sheet drop-down field, select the name of the Excel sheet.
Click Continue to proceed. Note: Clicking Cancel will cancel the entire operation.
The mapping interface displays. If you selected the Header option, then the column headers in your Excel sheet will display as the header row. Values in your Excel sheet are listed in each column under the corresponding header.
Your next step would be to map each header to a corresponding RAID attribute.
- Click the Edit Mapping button to reveal a panel containing fields for mapping each column. The Type drop-down list contains all mappable attributes of RAID.
To map a column to an attribute, select the appropriate attribute from the Type drop-down list. Note: It helps if you have the Header option enabled because that will ensure that the column headers are displayed above the mappable attributes in the Type drop-down list. Refer the topic on mapping specifications to see the acceptable mappings. Once a column is mapped to a corresponding attribute, the mapped field is displayed within brackets next to the column header.
The Preview button gets enabled only when all columns are mapped. If a mapping is incorrect, error icons display next to the column names. To read the error description, hover over the error icon.
Errors are displayed after the preview is run due to incorrect or insufficient data. See an example in the screenshot below. Depending on the underlying reason, you may need to modify the Excel sheet or make changes to configuration settings within Amplify. Please note, if you add new columns in the Excel sheet as part or error correction, you will need to run a new integration.
Remap faulty columns and preview until all mappings are correct. In addition to errors, you may see warnings indicated by icons in orange colour. Warnings do not block the import process; you can proceed if you are ready to overlook them.A few common errors and their remedies are listed below.
Error Description Reason Remedy This Risk classification cannot be created under Program classification This error is caused due to the fact that the Program classification setting does not have that specific Risk classification listed in the Enable Local RAID Items list. Open Amplify in another tab, navigate to the administration settings of Program classification, scroll down to Enable Local RAID Items list and add the risk classification. Save the setting. Tab back to the Integration interface and click the Preview button. You will see that the error disappears. Couldn't find the owner with the name of Jack Harkness and ownership is required. Consider setting a default fall back. This error happens when the user name that you entered in the Excel file does not exist in Amplify or if there is a mismatch in the format. For example, an extra space between the first name and last name or a spelling mismatch. If the user name does not exist, create it, taking care that the name is identical to that in the source file and click Preview on the mapping interface. If there is a spelling mismatch between the source file and Amplify, correct it. Note that if you corrected the Excel sheet you will have to rerun the integrations. If you do not want to do either of the above steps, you can use the Fallback to Default User option to select another user. Note that in this case, Amplify will show a warning after preview, which can be ignored.
- Click on the Import button. When all mismatches are corrected and the green tick mark shows next to all mapped rows.
- Click Confirm on the confirmation message that displays.
- Click End Session when the message All rows successful is displayed at the top of the interface. All RAID items in your Excel sheet will be created at their respective initiative levels.
- To verify, check the RAID items table view or the RAID Register.