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Importing a Project Using the Microsoft Excel Add-In

Stephanie
  • Updated

The Excel Add-In gives you the option to seamlessly create and import your Project Sections, Subsections, and Questions from an Excel file to Loopio, and populate the Answer cells directly from Loopio.

 

Note: Learn more about Getting Started with the Microsoft Excel Add-In

Navigating the Project List

In the Microsoft Excel Add-In Project List, you will see all the projects that you have access to as a Project Admin.

Screen_Shot_of_Project_List.png

The Project List can be sorted by the Due Date or Date Created. By default, this list is sorted by Due Date (Earliest).

Screen_Shot_of_sorting_options.png

Creating a Project With the Microsoft Excel Add-In

  1. While on the Project List, click Create New
    Screen_Shot_of_add_in_create_new_button.png
  2. Enter your project details
     

    Note: To add additional Source Documents to a Project created using the Excel Add-In, open the Project in Loopio after it's created. Learn more: Can I Import Requirements from Multiple Source Documents into a Project?

  3. Click Create Project

Importing Project Components and Mapping

Sections

  1. After your project has been created, click on the Add Section(s) button
    Screen_Shot_of_add_in_add_sections_button.png

Creating Sections from Cells Within a Sheet

  1. Select any cells you would like to import as Sections. You will see a count of currently selected cells:
    Screen_Shot_2022-02-17_at_8.30.43_PM.png
     

    Note: You can select multiple cells. Learn more: Microsoft Excel - Select One or More Cells

  2. Click Confirm
  3. Once sections have been created, they will appear within the Add-In
    Screen_Shot_of_sections_in_add_in.png
  4. Additional sections can be created by clicking +Section at the top left of the Add-In
    Screen_Shot_of_add_sections_in_add_in.png
     

    Note: New sections will be added at the bottom of the Sections already created in the Add-In. To reorder sections in your Project, open the Project in Loopio. Learn more: Reorder Project Sections

Creating Sections from Tab Names

  1. Click Use Tabs as Sections
    Screen_Shot_add_in_use_tabs_as_sections.png
  2. The list of tabs will appear with a checkbox beside each. Any tab name that is checked off will be created as a Section
    Screen_Shot_of_tabs_selected_as_sections.png
  3. Click Confirm
  4. Once sections have been created, they will appear within the Add-In
    Screen_Shot_of_sections_in_add_in.png
  5. Additional sections can be created by clicking +Section at the top left of the Add-In
    Screen_Shot_of_add_sections_in_add_in.png
     

    Note: New sections will be added at the bottom of the Sections already created in the Add-In. To reorder sections in your Project, open the Project in Loopio. Learn more: Reorder Project Sections

Subsections

 

Tip: At least one Section must be created before you can add a Subsection.

  1. Below the Section name, click +Subsection(s)
    Screen_Shot_add_in_add_subsections.png
  2. Select any cells you would like to import as Subsections. You will see a count of currently selected cells:
    Screen_Shot_of_selected_subsections.png
     

    Note: You can select multiple cells. Learn more: Microsoft Excel - Select One or More Cells

  3. Click Confirm
  4. Once Subsections are created, they will be visible in the Add-In
    Screen_Shot_of_subsections_in_the_add_in.png

Questions

Questions can be created inside of a Section or Subsection.

  1. Click on +Questions below the Section or Subsection where you want to add your Questions
    Screen_Shot_2022-02-17_at_8.57.31_PM.png
  2. Select any cells you would like to import as Questions. You will see a count of currently selected cells:
    Screen_Shot_add_in_question_cell_count.png
     

    Note: You can select multiple cells. Learn more: Microsoft Excel - Select One or More Cells

  3. Click Confirm
  4. Once Questions are created, you will be directed to map your Answer locations

Answers

 

Note: You will be automatically directed to this workflow after you have mapped Questions.

Primary Answer

This is the main answer type for your Project, and each Question can only have one Primary Answer. Magic can be run on Primary Answer fields, and the Primary Answer field is eligible for Reviews from Projects.

  1. Select the cells where you will export your Answers. You will see a count of currently selected cells.
     

    Note: You can select multiple cells. Learn more: Microsoft Excel - Select One or More Cells

  2. Select the Answer type Primary Answer in the Add as… drop down
    Screen_Shot_add_in_add_as_dropdown.png
  3. Click Confirm
     

    Tip: If you will be adding more Answer types, select the Add Another Answer Field checkbox before clicking Confirm.

    Screen_Shot_of_add_another.png

Compliance Answers

These are dropdown answer types. Each Question can have multiple Compliance Answer fields.

  1. Select the cells where you will export your Compliance Answers. You will see a count of currently selected cells.
     

    Note: You can select multiple cells. Learn more: Microsoft Excel - Select One or More Cells

  2. Select the Answer type Compliance Answer in the Add as… drop down
  3. Select the Compliance Set to add to the selected cells in the Select... dropdown
    Screen_Shot_of_CA_selected.png
    You can also create a new Compliance Answer Set via the Add-In, by selecting "Create New" in the Select... dropdown:
    mceclip3.png
     

    Note: To map Compliance Answer Sets created using the Excel Add-In to your Library Compliance Answers, open the Project in Loopio after it's created. Learn more: How Do Compliance Answers Map From a Project To The Answers In My Library?

  4. Click Confirm
     

    Tip: If you will be adding more Answer fields, select the Add Another Answer Field checkbox before clicking Confirm.

    Screen_Shot_of_add_another.png

Additional Answers

These are additional freeform Answer fields, used when your Question(s) requires comments in multiple cells.

  1. Select the cells where you will export your Additional Answers. You will see a count of currently selected cells.
     

    Note: You can select multiple cells. Learn more: Microsoft Excel - Select One or More Cells

  2. Select the Answer type Additional Answer in the Add as… drop down
  3. Select the Additional Answer fields to add to the selected cells in the Select... dropdown
    Screen_Shot_of_AA_selected.png
    You can also create a new Additional Answer Field via the Add-In by selecting "Create New" in the Select... dropdown:
    mceclip2.png
  4. Click Confirm
     

    Tip: If you will be adding more Answer fields, select the Add Another Answer Field checkbox before clicking Confirm.

    Screen_Shot_of_add_another.png

Save and Import

Once you are happy with your project structure, click Save and Import:

Screen_Shot_with_save_and_import_indicated.png

Clicking Save and Import will write all your project components to your Loopio Project so that you can work on your project within the main Loopio application:

Screen_Shot_of_contents_in_Loopio.png

Working on Your Project

Now that you have imported your Project to Loopio through the Microsoft Excel Add-In, you can work on your Project directly within the main Loopio application using all the same tools and workflows you are familiar with.

After clicking Save and Import to create your Project through the Microsoft Excel Add-In, you will see the option to open the Project in Loopio:

Screen_Shot_2022-02-17_at_9.46.42_PM.png

 

Note: Learn more about Working on a Project in Loopio, or Exporting a Project Using the Microsoft Excel Add-In.

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