How to use Replicon Import Addin (RIA) for import ?

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Replicon Import Addin (RIA) is a Microsoft Excel plugin developed by Replicon to assist our users in importing bulk data into our application in a simple walk-through user interface.


Note: Please ensure that you successfully installed the RIA add-in on your computer/laptop. Read more.

Below are the steps which illustrate its usage: 

1. Launch the RIA tool. Click on the Hyperlink as shown:


2. Enter the credentials in the popped up window (User account enabled with administrator permission).If your company is on Single Sign On then Click Here to know how to login. 


3. Select the product(s) that is enabled on your Replicon account and click on Create Dashboard (Find your product purchase information from Manage account section. Read More


4. On the below page, choose respective entity for importing. As shown below you can choose to import entities that have “Get Started” available in front of them

5. Choose fields to import by putting a check mark against them. You will observe that some fields are pre-checked. These are mandatory fields and are required for importing the desired entity. Click Create Template once you have chosen the desired fields


6. Enter values in the Entity you wish to update and click on “GetData from Replicon” as shown below.
Other columns get populated automatically. You can then change values you
wish to update. It is not mandatory to perform this step if you have all the values exported already


7. Once all the data is filled in the template, click 'import' function button provided at the top of the template. In this case “Add Projects”.


Note – It is important to have first cell of the first column and second row selected
when importing. The import will run with errors if this is not ensured.

Click Here to view the list of supported entities for RIA.
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Aashnee Kamboj, Community Moderator

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