ACCESS AVAILABILITY
The Smart Upload Manager is an additional feature for Kantata OX. For access, please contact Customer Success.
Overview
The Smart Upload Manager (SUM) is designed for additional flexibility when importing data into Kantata OX. This enables certain Kantata fields to have multiple mutually exclusive columns in a data set template that can satisfy that specific field. These additional attributes are called Smart Reference Keys. Data set management becomes easier and more efficient with Smart Reference Keys.
Smart Reference Keys will always resolve to the system-generated Kantata ID when uploading. However, when using an Archival Reference Key (ARK) Column, the Smart Upload Manager automatically does this for you on the back end. This flexibility keeps your data sets and files easier to understand and manage from the front end.
Smart Reference Keys: External References
The simplest way Smart Reference Keys can be used in SUM is through External References within Kantata OX. An external reference is essentially a background “tag” with an ID that you can attach to many objects in Kantata. You can arbitrarily set this ID and then use said ID to refer to the object it’s “tagged” to.
You can learn more about external references in the article: Smart Upload Manager (SUM) FAQ.
The SUM can create an external reference both when creating a new object in Kantata OX or updating an existing object. When updating existing objects you must specify both the Kantata object ID as well as the external_id in the upload file.
When creating or an object in SUM, setting a value in the external_id column automatically creates an external reference with that value when the object is imported.
In other data sets and future blueprint imports, you can use this external ID as a Smart Reference Key to refer to this object in place of the Kantata-generated ID.
Example: Use Case
You can upload projects with values in the external_id column of your CSV file. These projects are from an external system or from deals won in your CSM tool.
You can set the external_id of the projects in your data sets to match the ID from your deal or external system. This external_id can now be used as a Smart Reference Key for any other data set where you would need a Kantata project ID.
You can import tasks to this project by inputting the external_id for the desired project into the external_workspace_id column as a Smart Reference Key for the normal workspace_id field.
Additionally, you can import project custom fields to this project by inputting the external_id for the desired project into the external_subject_id column as an Alternate Reference Key for the normal subject_id field.
Smart Reference Keys: Flexible & Friendly
With the Smart Upload Manager, Smart Reference Keys can extend beyond external references. Data sets are enhanced with extra alternate reference keys to make importing data more flexible and easier to manage. In addition to an external reference, you can use unique and easier-to-find data points to import values into Kantata fields.
Example: Use Case (A)
When importing the project data set you can set the project lead in a multitude of ways, with several different column headers only one of which you need to fill out.
In the API, the project lead is called the primary_maven. The smart reference key fields for primary_maven are listed below.
- Primary_maven_id: A Kantata system-generated ID for the user.
- External_primary_maven_id: An external reference ID that is arbitrarily set by the user.
- Primary_maven_email: An email address of the desired user. This user must be a member of the Kantata account.
When you are creating or updating a project in Kantata OX with the SUM, you can fill in any of the above fields to set the project lead. Only one is needed to set the project lead, and it’s recommended to only fill out one smart reference key for a single data point or field in Kantata
Example: Use Case (B)
Another user-friendly implementation of smart reference keys is within custom field data sets. Instead of using the custom field ID, which isn’t actually available in the Kantata UI, you can simply use the name of the custom field as it appears in the UI.
Custom field data sets are available for the following objects: In the API the project lead is called the primary_maven. The smart reference key fields for primary_maven are:
- Projects
- Tasks
- Users
- Project Groups
- Resources
DATA SET TEMPLATES
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.
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