Import documentation from Excel into Hudu to get a jump start on documenting.
As an admin, you can begin importing by navigating to Admin -> Import.
Notice before importing
Importing into Hudu is simple and quick, but be careful and cautious. Files must:
- end in .csv
- be less than 1 GB in total file size
- follow template files EXACTLY
- have dates that are in YYYY-MM-DD. You can easily do this easily in Excel by using the Format Cell tool
Download a template file and adjust your data to fit. Follow it exactly. Blank Asset Layout is used for creating a New Asset Layout.
You can rollback imports, but be VERY careful, as this will remove any pre-existing records. For example, if you rollback a companies import, and there were companies that were matched on name, these companies will be deleted, even if they existed before the import. There is no way to undo a rollback or any deletions that occur from it. Proceed with caution, and if you have questions, please reach out for help!