In the following videos, we offer you a support journey through the steps of recovering your resources.
📇 Creation of your resources
As a reminder, resources are all the people you work with (internal/external consultants as well as your internal staff).
If you have a large volume of data and it is usable, I invite you to refer to the Via import section.
If this is not the case, manual recovery is recommended.
Manual data creation
In this video you will see how to create your resources manually.
Qualification of the import file
In this video you will see how to create your resources via import.
I invite you to refer to the tutorial Import your data into BoondManager to retrieve the template files.
IMPORTANT!
If you have already created your manager accounts, do not include them in the import, otherwise you risk creating duplicates.
Importing the file
Prerequisites
Before importing your data, make sure you have:
deleted unused columns
deleted help information
converted the file to .csv
✅ Validation of the recovery of your resources
In this video, we will show you how to check that you have successfully recovered all your resources.