Import an .xls action plan

The aim of this feature is to save you time by importing large numbers of actions from an .xls file into a Perfony folder. To do this, simply click on the “…” at the end of a folder line and choose the “update actions” menu.

Importing actions from an Excel file

The first two sub-menus, “Download import template” and “Import actions from .xls template”, allow you to import actions from an .xls file into your folder. To do this, your actions must first be in a .xls template file. You can download this template by clicking on “download the XLSX actions import template”. Once downloaded, open the file and copy/paste your actions from your .xls file into this template.

• The first 3 columns (in red) of the .xls template are mandatory.
• Columns A (file name), B (status), D (person responsible) and H (priority) are not free-entry columns, but are available via a drop-down menu in the cell.
• Once you have completed your actions in this file, save and close it.

Then, from your folder menu in Perfony, click on “Import actions from the XLSX template”. In the window that opens, click on “import the template”. This will open your file manager, select the corresponding file and click “import”.

A progress bar for importing actions and a success message at the end will tell you that the operation has been completed successfully. You can now close this window and find all your actions in your Perfony folder.

If an error message appears, the main causes are errors in the .xls file. Check that no mandatory information is missing and that the information is entered correctly. For example, for the status, you must enter the acronym % or the full wording “100% (completed)” as indicated in the drop-down menu. If you have entered the name of a person responsible for an action by hand, but that person is not a participant in the file, the action cannot be imported.

Updating a Perfony action plan with Excel.

You can also use an Excel spreadsheet to update the actions in your Perfony folder. To do this, use the two other sub-menus for updating actions: “Download the XLSX template for updating actions” and “Update actions using the XLSX template”.

By clicking on “Download the XLSX template for updating actions”, you will be able to download the actions from your perfony folder into an .xls file, update them from this file and re-import this file by clicking on “Update actions with the XLSX template”.

This function can be useful for asking people who are not participants in the file to update the actions. Because otherwise, it’s actually quicker to update actions in Perfony.