Integrating Data with Silverbucket's SYNC view
By using the SYNC view located in the top-right corner, you can easily import big chunks of data to Silverbucket.
The SYNC view is a useful and easy-to-use tool especially when changing from another software to Silverbucket. All of our integrations can be used by you at any time and any number of times. It is also a great tool if you are just testing the possibilities of Silverbucket in a trial-environment, for example.
Note: if you have customer-tailored integrations created specifically for you, please contact us directly if you have questions about them. These are indicated with the name of your company, for example "people-companyname-integration"
When importing data to Silverbucket it is vital to keep the structure identical to the example datasheet to ensure a flawless import:
- First row contains the names of the headers - it is not necessary to edit the first row.
- Second row is where your data starts to get imported
- Columns need to be in the same exact order as in the example excel
- Rows after the default structure's last column are never read / handled when importing
Ensure a flawless result when using multiple integrations
To achieve the best results when integrating with multiple data files and integrations please follow this order:
1) People or Extended-people
2) Customers or Extended-customers
3) Projects or Extended-projects
4) Competency
Default integrations in every Silverbucket environment
Actuals-integration
Competency
Customers & Extended-customers
People & Extended-people
Projects & Extended-projects
Other possible out-of-the-box integrations:
Resourcing-integration (enabled if requested, support@silverbucket.com )
Supported file formats
.XLSX
.CSV
Uploading something else for our support to take a look at
By using the UPLOAD tab in new UI or 'send_excel' option in older UI, you can send a .CSV or .XLSX file for our support to take a look at. This file is sent to us directly and we can take a look at the structure of the file. Please also send an email what the file is about and which questions you have surrounding it. support@silverbucket.com
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