Import A Single TEBR From XLS (Microsoft Excel)

Import a TEBR from an Excel file in order to save time filling in all the fields.

Import a single TEBR May 2017

Users must have the Create/Update TEBR user permission. 

To import a single TEBR from Excel:

  1. Go to Environments > Environment Requests.
  2. Click the TEBR tab.
  3. Click a blue-linked TEBR Number or TEBR Title to open a TEBR.
  4. Click the Import/Export button.
    Import Export Button TEBR pop up
  5. Click Import from XLS.
    Import a single TEBR May 2017 import from xls
  6. Click Download Template.
    Import a single TEBR May 2017 red arrow
    If nothing downloads, check your pop up blocker settings.

  7. Save the Excel template to your hard drive if prompted.
  8. Open the Excel template in Excel.
    TEBR Download Template in Excel
  9. Fill in the fields using the suggestions in <<>> as a guide.
  10. To upload the filled-in Excel template to Plutora and create a new TEBR:
    1. Click the Import/Export button.
      Import Export Button TEBR pop up
    2. Click Import from XLS.
    3. Click Upload File.
      Only valid data will be imported. Invalid data will not be imported and the user will be notified. Users or watchers who are already in Plutora will not be imported to prevent doubled-up records.

      Import a single TEBR May 2017 upload file
    4. Environment Bookings and comments cannot be imported and must be added manually.

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