OPUSKnowledge Base

How-to : Bulk import site panels

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1. Quick Overview

Purpose: The OPUS Bulk Site Panels Importer enables administrators to efficiently import multiple site panels into OPUS, streamlining the setup process and ensuring data accuracy.

2. Step-by-Step Instructions

  1. Download the Excel import template by clicking on the provided link: OPUSBulkSitePanelImporterTemplate.xlsx.
    The link is available by clicking on the “i” button:
  2. Fill in the required information in the Excel spreadsheet, including Site Panel Name, Site Reference. Ensure all compulsory fields are completed.
    1. Columns with a Red Banner are considered Mandatory and must be captured
    2. Check the validation indicators in column A to ensure data accuracy.
      1. Green indicates correct entries, while
      2. Red indicates incomplete or invalid entries.
  1. Once the spreadsheet is filled out, log in to OPUS as an administrator and navigate to the "Sites" section on the left menu panel
  1. Click on the Site Panels button to enter the Site Panels section, this will only be visible if the role has been set for your User.
  1. Click on the "Site Panels Import" button located in the Actions menu.
  1. Select the “Select and Import button” and open the Import sheet captured

3. Tips and Tricks

Best Practices: Double-check the data in the spreadsheet before importing to ensure accuracy.

Additional Resources

  1. Refer to the OPUS documentation or contact the support team.