Use the COMMITLY Excel add-in to import your own plan figures into COMMITLY.
The following steps are necessary:
Create an empty plan in COMMITLY - details can be found here
Install the COMMITLY Excel add-in
Prepare Excel for export to COMMITLY
IMPORTANT: Never import directly into the forecast. The import takes place via the direct API and is therefore irreversible.
For this reason, always create a separate plan into which you import. This means that the plan created for the import can always be deleted in the event of errors.
After you installed the Add-in:
Connect Excel with COMMITLY by clicking on Authorize
First, load the existing plans in your company
Next, click on Import Categories and load your categories
After importing categories, you can create the export template. Click on Create Template
Once the Export Template was created
Select the Start and End period
Select the plan you want to export your data to
Now you can fill the template with your numbers and select/map the categories
In the final step, export your prepared data directly into COMMITLY under "Export Data."
Video:
See how the import of your planning data with the COMMITLY Excel Add-in works.
Watch now and get started!