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Import Your Pipeline
By accessing the Import Pipeline page, the tenant's System Admin as well as other users with roles that have the permission to access the option can migrate automation ideas recorded in other software solutions into Automation Hub to create and keep one centralized pipeline.
To access it go to Admin Console > Platform Setup > Import Pipeline.
When accessing the Import Pipeline page for the first time you can find the following:
- The Set Up section containing the Download CSV Template and Upload CSV buttons allowing you to download the Automation Hub specific CSV template, completing it with the details for your ideas, and uploading it back to Automation Hub.
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The Notes sections providing more explanations to help you import your ideas.
To start importing your ideas to Automation Hub follow the steps below:
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Click the Download CSV Template to download the CSV template. This template has the Automation Hub specific structure and fields.
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Apply the updates.
To be able to upload the CSV back to Automation Hub please follow the below rules:
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Keep the header as downloaded.
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Use only the accepted separator for the CSV format which is the comma.
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The asterisk symbol ( * ) marks mandatory fields.
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The second row of the template has the correct way to add your information as well as useful tips. Please read them before uploading your data.
For the template to successfully sync, the following mandatory fields must be completed with information.
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|
Template Mandatory Column |
Description |
|---|---|
|
Automation Name |
Automation ideas are inserted here. It's a mandatory field with a maximum of 100 characters, alpha-numeric, foreign language characters and few special characters accepted: -, # , ( , ) , _ |
|
Submitter's Email Address (Mandatory field) |
The user must insert the submitters' emails, the one registered in their Automation Hub account and available on the Assign Roles page. The user must have the "Active" or "Pending" status in Assign Roles page. |
|
Description |
The user needs to add details and description about the Automation Idea that will be imported. |
|
Category 1 |
The user needs to add an Area that exists in the Automation Hub Categories on the first level, e.g., Finance&Accounting, Legal, HR. |
|
The decisions have straight forward rules |
The user needs to select one of the following options:
|
|
The input data is accessed digitally |
The user needs to select one of the following options:
|
|
The data is highly formatted |
The user needs to select one of the following options:
|
|
This process has no expected changes in the next 6 months |
The user needs to select one of the following options:
|
|
Are any of these process documents available? |
The user needs to select multiple answers (separated by commas) from the following options:
|
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Start adding your idea information in row 3 column A.
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Make sure to add in the Categories columns (G->K) the exact names of the categories already defined in the Categories list from Platform Setup > Categories. We recommend copying the categories from the Categories CSV list that can be downloaded from Platform Setup > Categories.
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If the “Phase” and “Status” fields are left empty these will be automatically filled with “Idea” and “Awaiting Review”. Please note that the Phase and Status you input need to be the same ones already established for the Automation Hub platform. Please check them . Other phases and status or different formats of the one mentioned aren't accepted.
3. Upload the updated CSV file by clicking the Upload CSV button available in the Set Up section as well as on top of the table in case you decide to hide the Set Up section.
4. Check out the details for the newly added ideas on the preview page.
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To apply updates to the information, select the corresponding field by clicking it and enter the new information in the pop-up box.
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Click Sync Updates to store the changes in the database or Cancel to discard the changes.
The email address of the submitter and Process Owner is case-sensitive. Uploading a file with one of those items generates an error.
I want to import my existing ideas (stored in csv), but the import pipeline feature from AH supports only the questions from the default High Level Assessment.
- Create a version of High Level Assessment where you add all the questions you want to import.
- Set that assessment live.
- Download the Import Pipeline template (which will contain the updated questions).
- Perform the Pipeline Import.
- Revert back to the original default assessment.
