Importing Stakeholders

Import your spreadsheets and let Simply Stakeholders turn them into a smart stakeholder management system, with the added benefits of ease-of-use, team-work and reporting.

Stakeholder lists in Excel spreadsheets can be easily imported into SSTK using the following steps:

  1. Go to Admin Settings
  2. Click on Import Stakeholders
  3. Click on Browse, search and select the excel file(.xlsx) to import  
  4. Select the type of stakeholders to import Contact or Organisation 
  5. Click Next
  6. Map the data by selecting the column heading (displayed on the left) and the matching field in SSTK (on the right). Note; if you make a mistake click the associated ‘x’ in the Fields Mapped section below
  7. Click on Next
  8. The file will validate in this step and the results will populate in the table. For any row with an ORANGE error, this means that the row is missing information, however, the row will still import without that information. For any row with a RED error, means that there is something wrong with the information in the excel. This row will not import, the excel will need to be updated. 
  9. Select one of the following options; 
    • Importing new records only
    • Importing new records and/or updating existing records
  10. Click on Import
  11. The final page will show the results of the import. Details will include:
    • How many records were in the excel
    • How many records successfully imported
    • How many records existed and were updated
    • How many records did not import
    • List of the records that did not import