When first setting up your WorkBook system, a starting set of data can be imported, including your Pipelines. To import data successfully it is important to understand the data structures and the format required in the import data sheet.
Things to note:
Data is imported once, so it is important to ensure accuracy and consistency prior to uploading.
Not all fields are required at import, optional fields can be added to the system manually at a later date when/as required.
IMPORT PIPELINE
Download the Pipeline import file below.
COLUMN HEADER | FIELD DESCRIPTION | FORMAT | REQUIRED |
|---|---|---|---|
Company | Company number: The company ID that the pipeline should be created under. If you only have 1 company the ID is always 1. Reach out to your Consultant if you are not sure what to enter. | Number
| Yes |
PipelineRefNum | Unique ID to identify the pipeline in the database. This is not used in the interface. | Number & Letter | Yes |
PipelineName | Name of the pipeline. | Text | Yes |
Resource | Use the unique code that you used for the Prospect/Clients in the “Prospect” and “Clients & Debtors” import. This is how WorkBook knows which prospect/customer the pipeline applies to. WorkBook Resource ID (or name) from Resource module can also be used in case the Prospect/Client is created manually in WorkBook.
| Text | Yes |
ResourceType | Type of resource: identify if the resource is a Prospect or Customer Only the following options are allowed:
| Text | Yes |
Responsible | ID of the person responsible for managing the pipeline. Use the same number used in the employee import. This can be found in the Ref Key field in employee settings if you no longer have the import file. WorkBook Resource ID (WB Employee ID) can also be used in case the employee is created manually in WorkBook. Example: if the WB employee ID = 578, then the value in this column will be WB#578.  | Number & Letter | Yes |
ResourceContact | The name of the client contact for this pipeline. If the contact person cannot be found, the system will create a new contact upon running the import. | Text | No |
Active | Is the pipeline is active? | Number 1 = Active | Yes |
Rating | To identify the rating of the pipeline. The input value must be matched with the information created in Settings > CRM setup > Pipeline Rating. | Text | Yes |
Status | To identify the status of the pipeline The input value must be matched with the information created under module Settings > CRM setup > Pipeline status codes. Liaise with your Consultant regarding CRM setup. | Text | Yes |
Stage | To identify the Stage of the pipeline. The following status can be selected.
The stage “Quotation” and “In Progress” cannot be imported. They can only be handled manually via the WorkBook interface.
Liaise with your Consultant regarding break percentage setup and if you want to import Pipelines with the stage Quotation/In Progress. | Text | Yes |
StartDate | The date when the Pipeline is expected to be started. | Date | Yes |
Months | How many months the project is expected to run for. Not used when billing plans are used (System Variable 962 is set to Enabled). Liaise with your Consultant to check if you need to enter value here. | Number | No |
Probability | The probability percentage of winning this Pipeline and convert this into a job. | Number | Yes |
Currency | The currency used on the pipeline. | Text | Yes |
GrossProfit | The expected Net Revenue/Gross Profit you believe you would be receiving on this Pipeline. | Number | Yes |
GrossRevenue | The Gross Revenue value is used for reference purpose only. This value will not be used any where in WorkBook. | Number | No |
Comment | Internal note / remarks on the pipeline. | Text | No |
JAN | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
FEB | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
MAR | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
APR | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
MAY | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
JUN | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
JUL | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
AUG | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
SEP | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
OCT | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
NOV | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
DEC | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the current year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
JAN+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to the client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
FEB+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
MAR+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
APR+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
MAY+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
JUN+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
JUL+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
AUG+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
SEP+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
OCT+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
NOV+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
DEC+1 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
JAN+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
FEB+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
MAR+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
APR+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
MAY+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
JUN+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
JUL+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
AUG+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
SEP+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
OCT+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
NOV+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
DEC+2 | If using Billing Plan on Pipeline (System Variable 962 is enabled), this field is used for identifying the amount that will be billed to client in this X-month of the year after next year. The total of monthly amounts MUST match to the Net Revenue/Gross Profit value entered on the Pipeline. | Number | No |
Dim1 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Dim2 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Dim3 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Dim4 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Dim5 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions | Text | No |
Dim6 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Dim7 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Dim8 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Dim9 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Dim10 | Name of desired custom dimension (reporting parameter). Liaise with your Consultant regarding dimensions. | Text | No |
Division | Used to assign the Division dimension to the Pipeline. | Text | No |
Department | Used to assign the Department dimension to the Pipeline. | Text | No |
Product | Used to assign the Product dimension to the Pipeline. | Text | No |
Job type | Used to assign the Job type dimension to the Pipeline. | Text | No |
Platform | Used to assign the Platform dimension to the Pipeline. | Text | No |
Country | Used to assign the Country dimension to the Pipeline. | Text | No |
Region | Used to assign the Region dimension to the Pipeline. | Text | No |
Quality level | Used to assign the Quality level dimension to the Pipeline. | Text | No |
Customer segment | Used to assign the Customer Segment dimension to the Pipeline. | Text | No |
Customer group | Used to assign the Customer Group dimension to the Pipeline. | Text | No |
Job sales manager | Used to assign the Job Sales Manager to the Pipeline. | Text | No |
Job production manager | Used to assign the Job production Manager to the Pipeline. | Text | No |
Profit center | Used to assign the Profit Centre dimension to the Pipeline. | Text | No |
Practice area | Used to assign the Practice Area dimension to the Pipeline. | Text | No |
Consulting center | Used to assign the Consulting Centre dimension to the Pipeline. | Text | No |
Technology | Used to assign the Technology dimension to the Pipeline. | Text | No |