By using the import function, you can create projects based on the imported information, or import past property and customer information and link it to past information when creating projects.
The project linked to each customer and property information can be easily managed from the customer list and property list. The system allows you to manage the projects linked to each customer/property information.
*This is a paid option.
*To use Import Function, log in to KANNA on your computer. This function can not be used with the mobile app.
1. Click ”Settings” on the left side of the top page, and then click ” Import Data”.
2. Click on the information you wish to import data from.
For example, click "Project Information" or "Customer Information".
3. Click "Download" for a new template.
*If the data is already in KANNA, click "Export".
4. Save the Excel sheet in the designated location and fill in the data you wish to import according to the input example.
*Please enter text and choices according to the input format as described in the input example. The project name, construction start date, completion date, and project flow are required fields.
5. When data entry is complete, save the Excel sheet. After saving, click "Select File" and select the appropriate Excel sheet
6. After confirming the contents of "Confirmation items before registration," click each checklist, and then click "Upload. Data import is complete!
You can check the success or failure of the import from the "History List".
If an error occurs, click "Details" of the item in which the error occurs,
Confirm the error message and try importing again.