Resource Usages can be exported from SYNCHRO Perform to provide a template for upload to other systems. The export format can also be used as the basis for bulk deletion or addition of entries (or editing existing records).

1. Click Reports > Usage.
   
2. In Resource Usage for Import, set a From Date and To Date, click Generate, then click the download link that appears to download the spreadsheet.
3. The export can now be used for import to other systems.

To Use the Spreadsheet for an import

1. Remove any records that do not need to be changed.
2. To create new records:
   • Enter the word “create” in the Action column
   • Ensure the UUID column is blank
   • Complete all Mandatory Fields (as per below)
     in the spreadsheet
3. To delete new records Enter the word “delete” in the Action column.
4. To update an existing record:
   • Copy and paste its details to a new row and make changes as needed.
   • Enter “create” in its Action column and clear the UUID column.
   • Enter “delete” in the original entry’s Action column.

Import

1. When all changes are made, click Settings > Import > Resource Usages.
   
2. Click on Choose File, select the relevant spreadsheet, wait for it to load, then click Upload.
3. An error message will show if errors are found; click on the download link that appears.
   This will download a copy of the spreadsheet with an updated Error Messages column.
4. Make changes as needed to correct the errors; when all errors have been corrected, reupload the file.