Overview
Discover how to efficiently upload and update projects using STAKT, ensuring smooth management of your project data. This process allows for seamless integration and easy updates to keep your sales commissions accurately aligned.
Navigate Projects
Select Projects
To start, select the Projects button from the main navigation bar. This action brings you to the projects section, where you can manage various aspects of your projects.
Import Projects
After selecting the Projects section from the main navigation bar, click the Import Projects button. This will open a file upload dialog where you can select a file for importing projects. Click Open to proceed.
File Handling
Choose File
To import a project, open the File Upload dialog, select the desired file, and click Open to proceed.
Ensure the correct file is chosen to avoid errors in the import process.
Select Date Format
After selecting a file, you need to choose the appropriate date format. Open the Date Format dropdown menu and pick the format that matches your data. This will ensure dates are interpreted correctly during the import process.
Data Mapping
Map Fields
Use the Field Mapping table to map the fields in your file to the appropriate fields in STAKT. This step ensures that your data aligns correctly within the system. Click Next once the mapping is complete. Proper mapping guarantees data accuracy and integrity.
Map Fields Accurately
Ensure accurate field mapping to maintain data integrity during project imports. This facilitates a smooth process and reliable results.
Monitor Upload Progress
After mapping fields, use the Processing Projects progress bar to monitor the progress of your uploads. This helps track the status and identify any potential issues.
Update Projects
Review Project Issues
After uploads, you will see a list of projects needing updates. Use the Edit button to make changes to a project's details. If a project isn't needed, click the Delete button.
Review each project in the list to ensure accuracy. Address any issues promptly to keep your project data current.
Acknowledge Update Alerts
Review the alerts indicating that commissions or projects require updates. You'll see these alerts as Commissions Need Updating and Uploaded Projects Need Updating messages. To acknowledge them, interact with these Alert elements to keep your project data accurate.
Edit Project Details
Edit Specific Project
To edit a specific project, select the Edit button next to the project needing updates. You can then add necessary details, such as assigning a Closer/Setter or an Installer, by clicking the respective buttons. These roles are essential to ensure complete and accurate project information.