Before You Start
- It's important to note that only CSV files are accepted by the Import tool at this time, so you will need a spreadsheet containing your historical data saved or exported as a comma separated value (CSV) file.
- For further instructions on how to get your files in a CSV format, please scroll to the bottom of this article and look for How to Generate a CSV File for Import.
- The only required field to process an import is the Completed On Date, so if you do not have this field in your spreadsheet, please go add it now to your CSV file before you begin.
How to Import Appraisals to Anow
1. To get started, click your initials in the top right corner of your screen, then select Import Tool from the dropdown menu.
2. Next, you can either drag & drop or browse your computer for the files you'd like to upload.
3. On the Import Appraisal screen you will see each individual column from your spreadsheet displayed (see photo below). The top header in bold font is the name of that particular column in your .CSV file, and the data shown just below that is a sample from your uploaded spreadsheet.
4. Next, click where you see Make a Selection, then choose which of the provided Anow Appraisal fields best suits that column of data for your import. The Appraisal field you choose will be where you can find that information set after you've completed your import.
If you don't see an Appraisal field that properly corresponds with the data for a particular column of yours, you can simply select Skip Column.
5. After choosing an Anow Appraisal field that accurately represents the data from that column, the box will turn from green to white; this is to let you know when a column is ready to be imported. Once you have selected an Appraisal field for each column you want to see imported, click on the blue Next button.
6. Once your Import Request has been completed, you will finally be able to see all of your imported orders on the main Appraisal Dashboard with an Imported status flag attached (see photo below). You can also click on an import from the Dashboard to expand the details for that order.
How to Generate a CSV File for Import
Files that you've created in Excel, Google Sheets, and Numbers for Mac can all be downloaded or exported to a CSV document.
- Simply open the file you want to be in a CSV format, then click on the File tab of the menu.
- Finally, look for Export To or Download As in the dropdown, and click the CSV export option from there.