Importing New Types of Data with Connect in 2.13

Connect is our data import tool that can connect to data sources and use them to import data into the software on a scheduled basis. Connect is now able to import types of data that haven’t been possible in the past.

When importing metric values, there is now an optional “Comment” field. This allows users to import period-specific comments along with their metric values.

There is also a new “Tags” column when importing scorecard structure. Users can import tags that are separated by a comma.

The largest change to Connect is the new “Update Initiative Status” import type.

An initiative status update is very similar to a metric value update. The only difference is that action plan status updates have different columns:

  • Initiative Name
  • Date
  • Percent Complete (optional)
  • Actual Cost of Work Performed (optional)
  • Comment (optional)