Batch Import

Batch import provides signatory firms that have their own internal databases an easy, transparent and reliable way to export project data from the database to a CSV or XLS format, and then import it into the AIA 2030 DDx directly.   The feature is available to firm administrators, and can be accessed on the <My Account screen, the Batch Import Logs section.

The following is an excerpt from the Batch Import Guide, which goes step by step through the Batch Import process.

The Basics:  A step-by-step on How to Use

Step1: Firm administrator logs into the AIA 2030 DDx
The process begins when the signatory firm administrator logs in to the DDx.  To have access to this feature the user must have 'administrator' status.



Step 2: Go to > My Account
Select "> My Account", which is on the upper right of the screen.  On > My Account, go to section 7 - Import Portfolio Logs and select "< Batch Import".



Step 3: Select Reporting Year
Select the "Reporting Year" that will be associated with the imported projects from the drop down list.  By default, the current reporting year will be displayed.
Note: If you would like to import projects for two different reporting years, they will need to be in separate CSV/XLS files.



Step 4: Choose File
Now you are ready to select your import file.  Select the "Choose File" button launches a browser so that you can locate and select the file.

Note: If there are questions about what fields can be imported, you can either download the CSV or XLS template to see or additional information on the input fields and input options per field that will be recognized by the DDx in the Batch Import Guide.



Step 5: Validate Data
Once you have chosen file, you can select "Validate Data" to run the Error and Warning verification checks.  For a list of the error and warning checks that are run, see the Batch Import Guide.



Step 6: Review Validation Report
When validation is completed, a validation report is displayed.  The main components are the summary table at the top, followed by the Errors table and Warnings table.  For each error and warning identified, the row number on the CSV/XLS is listed, as well as the column name, and a message providing guidance on what the issue is and how it can be addressed.

REMEMBER - Errors need to be addressed!  Warnings can either be addressed or ignored.  Warnings are identified for your benefit.



Step 7: Decide how warnings are handled
If you have warnings included on the validation report, you can use to address them by updating the CSV/XLS, and then doing the validation process again.  Another option, if you have no errors, is to ignore the warnings and complete the import process.  If pursuing the latter, you'll need to select the checkbox "Ignore Warnings Identified".


Step 8: Import Data
As displayed in the figure in Step 7, when there are no errors identified in the validate date process, and there are either no warnings identified or the checkbox is selected to ignore them, then the "Import Data" button turns green and is active.  Selecting the button launches the final import.

Step 9:  Review Summary Table
When the import is complete, a summary table appears.  The summary table identifies the total number of projects imported, as well as the number for each project category type.  In addition, it provides feedback on the number of rows that were inserted (new project) or the number of rows updated (existing project).



Step 10: You're Done!