Smart Upload Manager: Frequently Asked Questions

Frequently Asked Questions (FAQ)

ACCESS AVAILABILITY

The Smart Upload Manager is an additional feature for Kantata OX. For access, please contact Customer Success.

SMART UPLOAD MANAGER TRAINING COURSES

To assist you in learning more about the Smart Upload Manager, visit the Smart Upload Manager Training Courses.

Overview

The Smart Upload Manager is a tool designed to help automate the import of data from CSV files into Kantata OX. You can use CSV files to create new records and update existing ones.

Note: Certain fields are required for each scenario in order to import the data into Kantata OX correctly. Please refer to the Smart Upload Manager Data Set Templates to see which fields are required.

How do I access the Smart Upload Manager?

The Smart Upload Manager can be accessed by going to https://smartuploadmanager.com.

What objects can I upload files for?

The Smart Upload Manager currently supports the following Kantata OX objects:

Account Memberships
Assignments
Cost Rates
External References
Holidays
Holiday Calendars
Holiday Calendars Associations
Holiday Calendars Memberships
Invoices
Invoice Additional Items
Invoice Fixed Fee Items
Invoice Payments
Expenses
Project Allocations
Project Custom Field Values
Project Groups
Project Group Custom Field Values
Project Organization Memberships
Project Participations

Project Resource Custom Field Values
Project Resource Skills
Project Resources
Projects
Roles
Scheduled Hours
Skills
Skills Memberships
Task Custom Field Values
Task Dependencies
Task Followers
Tasks
Time Adjustments
Time Entries
Time Off Entries
Users
User Custom Field Values
User Organization Memberships
Workweek Memberships

Can I deactivate email notifications during the upload?

Yes. To deactivate email notifications for your account, go to the Account Settings page and then toggle the Account Email Notifications setting to Off.

Can I queue up multiple files for data upload in a specific order, or can I schedule them to load at a specific time?

Multiple files can be uploaded into a single blueprint for processing. One file can be uploaded for each data set in Kantata OX. They will process in reverse order of dependency. Rows for each data set can process independently of other rows within the same file or rows between files.

Example: If you wanted to load in Projects, Tasks, and Time Entries into Kantata OX, you could upload 3 separate files—or one for each object—simultaneously. After validation, all three files will process in order.

Blueprints cannot be scheduled, however, they can be validated and processed at any time.

Do I need to fill out every field in the CSV template in order to upload?

No, not every field is required to be filled out in order to be processed successfully. There are different required fields for creating objects vs updating objects. Refer to the Smart Upload Manager - Data Set Templates+ file for the required fields.

Can I archive or unarchive a project or a top-level parent task?

Yes. The Archived feature is available for project and task updates. The current best practice is to process the archiving and unarchiving of projects or tasks in separate blueprints. This ensures that all data can be updated before the archiving takes place.

Can I delete or clear a specific field in the object for a project or task?

CSVs uploaded with blank data in rows will be ignored. Deleting or clearing existing values is currently not supported.

What are the limitations for Trial accounts?

Trial accounts have access to all data sets available in SUM. Each data set's CSV file is limited to the first 200 rows. Any data after row 200 will be ignored.

How do I change the date format in a CSV to be in [YYYY-MM-DD] format if I'm editing the file in Microsoft Excel?

The Smart Upload Manager supports the [ISO 8601] Date Format. By default, most computers use Microsoft Excel for editing CSV files. Microsoft Excel typically auto-formats the date once it recognizes you have entered one.

In a case where Microsoft Excel may not auto-format the date, you can change the date format manually by doing the following:

Select all applicable Date Fields.
Right-click and select Format Cells from the drop-down. The Format Cells window appears.
Choose Custom from left-hand list of options.
Within the Type field, enter the desired formatting: YYYY-MM-DD.
Click OK. The date formatting updates within the CSV.
Save the CSV file.

When you re-open a CSV file in Microsoft Excel for editing, the application may reformat the date values to its default date format. If so, you will need to manually change the formatting prior to saving as listed above. Otherwise, your data set may fail validation.

Can I specify multiple selections in my CSV file for custom fields that allow multiple choices?

Yes, specifying multiple selections in multi-choice custom fields is supported. The desired choices must be entered in the same cell.

These choices must meet the following specifications:

Comma-separated.
Inside square brackets.
No spaces between choices.

Example: [black, red, green]
This example sets a multi-choice custom field with 3 choices: red, black, and green.

Can I use the Smart Upload Manager to update users that are not on my Kantata OX account?

No. Just like in the user interface, you can only update users who are on your Kantata OX account.

Can I leverage the Smart Upload Manager to update inactive users on my Kantata OX account?

Smart Upload Manager does not currently support activating or deactivating users.

What happens if my computer crashes or I close my browser while the blueprint is validating or processing?

Once your file is loaded to your data set, the validation and processing take place on the Kantata side. These processes are not dependent on your computer or connection. This means you may log in and out as desired. However, you will have to be logged in to view the status of your blueprint or to make any changes to it.

Is there a row limit per file for each data set or blueprint?

There isn’t a hard limit on the number of rows a CSV file may contain. The recommended maximum limit is 50,000 rows per data set.

Note: In general, the more rows a blueprint contains in total, the more time it will take to validate and process.

How long does validation take?

Validation is an involved process. The validator checks the data in the uploaded file—the data in Kantata OX—and the data in the other data sets of the blueprint. This is in an effort to ensure a successful upload.

While there is no set time frame, this process may take a decent amount of time to complete. In general, the more rows and data sets in a blueprint, the longer validation will take.

How long does processing take?

Processing time is primarily dependent on the Kantata OX API. The Smart Upload Manager is able to utilize a high concurrency to import data quickly. The Kantata OX API has rate limits specific to different endpoints which may affect processing time. While there is no set time frame, the more rows and data sets in a blueprint, the longer processing will take.

What if there are validation errors?

When validation fails it is indicated by a red exclamation mark within each Data Set tab. The indicator icon appears with an error message(s) in-line for each row that failed validation.

Note: A single row can contain multiple validation error messages.

A new CSV file—with the errors resolved—can be uploaded to each data set that had errors. The whole blueprint can then be run through the validation process again.

What if there are processing errors?

Despite having successfully completed the validation step, processing can still generate errors. This can happen if you are connected to a live Kantata OX environment with users actively in the system.

Similar to the validation step, if the rows are unable to be processed they will be indicated by a red exclamation mark. This indicator is located within the Data Set tab in-line with the row that failed processing.

WARNING

Data Sets that don't fully process must be validated again before they can be reprocessed.

How will I know that validation or processing is complete?

The Smart Upload Manager will display the validation and processing status on-screen indicating that validation and processing are complete or if any failures occurred.

If validation completes without errors, can my blueprint automatically begin processing?

Yes, if you check the Auto-process checkbox before starting validation. Checking this box will allow the blueprint to automatically begin processing if validation completes without errors. Please note that you cannot check the Auto-process box after validation has begun.

Is the order of the tasks in the spreadsheet the same order that appears in the project?

When created, tasks will be loaded into Kantata OX in the order they are listed in the CSV file as long as there are no nested tasks (subtasks).

If there are subtasks in the CSV, the tasks will be created under their indicated parent task respective to the order listed in the CSV.

What is an external reference?

An external reference is a way to identify objects in Kantata OX based on an ID or key not created by Kantata OX. They can be thought of as "tags" for Kantata OX objects.

Example: Your company manages time off in an HR system, and those time off entries are added to Kantata OX for resource management purposes. An external reference can be added or "tagged"
to each time-off entry in Kantata OX with the ID of the time-off request in your HR system. This helps streamline locating, updating, reporting, and integrating objects between systems.

When creating or updating objects in the Smart Upload Manager, you can "tag" external references for those objects at the same time using the external_id column.

Listed below are examples of different values in their respective columns and their "tags":

external_id column = service_model_ref
service_name = Smart Upload Manager
Service Model = [API Object Name]

Note: You cannot create external references when updating objects via SUM.

Who can access SUM and what permission level is needed?

Users do not need a specific permission to access SUM. SUM will upload data based on the user permissions of whoever is using it. If a user with low permissions is using SUM, they will only be able to create/edit objects they have access to via UI. It is recommended users have an Account Administrator permission level in Kantata OX when using SUM as it allows the greatest use of the product.

How can I apply templates to projects?

Templates can be applied to projects via the Projects data set. You can specify the Template ID using the Project Tracker Template ID column when uploading your file. There are other template-specific columns that can help determine where in the Work Breakdown Structure (WBS) your template is imported and when it begins. Consult the Project Reference Sheet in the Smart Upload Manager Data Set Templates+ document for more information.

How long are Blueprints (and data sets) kept in SUM before being deleted?

Blueprints, and their data sets, are deleted 100 days after their creation date.

Can I upload external references independently from creating or updating objects?

Yes. SUM supports creating and updating external references directly, including for objects not available as data sets. All objects that support external references in Kantata OX are supported in SUM.

Troubleshooting Common Exceptions

Issue: ["Not Found"]

Object Type:	All Objects.
Potential Cause:	Object is Archived in Kantata OX. User is not added to the Project. User does not have sufficient permissions for that object. Object—user, task, project— does not yet exist in Kantata OX. Incorrect object—user, task, project—is provided.
Resolution:	Please provide appropriate objects (e.g. user, task, or project) into the CSV.

Issue: Effective_date must be given in ISO-8601 format (YYYY-MM-DD)

Object Type:	All Objects.
Potential Cause:	The date is not formatted according to the Smart Upload Manager requirements.
Resolution:	Look up the date format within the Helper Page to match the date format requirements. In most cases, dates should be entered as: (YYYY-MM-DD).

Issue: Required field is missing

Object Type:	All Objects.
Potential Cause:	All required fields need to be filled out within the CSV file.
Resolution:	Certain fields are required for each scenario in order to import the data into Kantata OX correctly. Please refer to the Smart Upload Manager Data Set Templates document to see which fields are required.