Update Resource Team Membership Import

November 15, 2021

Information on how to update people’s structural team membership using a spreadsheet template.

It’s important to fully understand this import before you carry it out. The import involves changing existing information relating to a person’s structural team.

We strongly recommend testing the upload on a test instance. Please contact us via support@ilign.com to request a temporary test instance containing your production data.

You’ll need to have the following Organisation security role to be able to carry out this upload: Resources: Manage.

Import file format & content

The import file needs to be CSV format (comma separated format). The headings of your columns need to be exactly the same as the headings listed below. It doesn’t matter if there are other columns in your file. Most headings are mandatory which means you must include these columns and that information is required in this column for every row of information in your file. See below for more information on each of the headings.

Display Name

  • Mandatory ie you must enter information in this column for each row.
  • The resource must already be entered into Legend. Enter their Display name. You’ll need to add the exact wording.

Team Name

  • Mandatory ie you must enter information in this column for each row.
  • The Team must already be entered into Legend. Enter the Team name. You’ll need to add the exact wording.

Start Date

  • Mandatory ie you must enter information in this column for each row.
  • This is the start date of the person’s assignment to the team.
  • Use dd/mm/yy format.

End Date

  • Optional
  • This is the end date of the person’s assignment to the team.
  • If you do not enter an end date, then this field will be left blank, unless the person already has a resource end date entered into Legend (eg they might be a contractor on a fixed term). In this situation, if the end date on the import is left blank, then the end date of the team assignment will the same as the person’s resource end date.
  • Use dd/mm/yy format.

Template spreadsheet

You can download this New Resource Import Excel spreadsheet to use to upload your information. Once data entry is complete, you’ll need to convert the spreadsheet to a csv file for import.

Import your file