SharePoint Importing Made Easy with the Construction Viz Mass Importer
Importing SharePoint and Construction Viz records has never been easier!
Uploading more than one record with metadata (columns) into Microsoft SharePoint is a manual process that can be fraught with unknown errors. What if you could simply drop off an Excel file with your data, have the system notify you of any issues in detail, and then seamlessly update a SharePoint library with a push of a button? It sounds too good to be true. Our R&D team has built the new Construction Viz Mass Importer app for Microsoft 365 to make your life easier. Check out this article to find out more.
The New Construction Mass Importer for Microsoft 365
If you have tried to upload multiple records into a SharePoint library containing columns (metadata), you know how error-prone and time-consuming the process can be. While Microsoft provides an out-of-the-box Excel import tool for SharePoint lists, it only works in creating the initial list, and it can create issues with column field types.
Because Construction Viz utilizes Microsoft SharePoint as the data source, ensuring all of your data is safe in your Microsoft 365 tenant, we wanted to build a tool that you could use to upload Excel file data into SharePoint libraries easily.
Version 1.0 of the app imports data into SharePoint lists, where Construction Viz stores data for apps such as Drawings and Specifications. Future versions of the Mass Importer app will include any list or library in the SharePoint site. Beyond just importing the records from an Excel file, we added many features we have never seen in any other construction management software tool for importing records.
Features of the Construction Viz Mass Importer
The unique features of the Construction Viz Mass Importer app include:
Format embedded into Excel templates
Field formats (dates, currency, numbers, etc.), single and multi-select lookup values, and choice values are embedded automatically into the Excel import template. This feature reduces errors and ensures the correct format is always used when importing records.
Web-based spreadsheet for changes
When imported, Excel files are displayed in an interactive spreadsheet where further changes can be made and saved before updating. Other systems require the user to return to the imported Excel file, make the changes, and re-import.
Robust error handling
The exact error messages are displayed in the Spreadsheet component so you can see the issues live and make the changes before saving. Other systems only tell you which column didn’t import. Our tool tells you the exact cell and what specifically needs to be fixed.
Archive of imports
All Excel files imported are saved to a SharePoint document library for archiving purposes. So, if you need to go back and see the Excel file you used previously, you can pull it up with the date and who imported the file.
More Construction Project Management Tools Coming for Microsoft 365
Keep an eye on this space for future releases, where we will continue to extend the Mass Importer functionality for Construction Viz and SharePoint.
If you are looking for a construction management Microsoft 365-based solution where your data stays with you and you only pay for the apps you need, check out Construction Viz and request a demo.
