ata

Once you have downloaded Group Data as described in "Get Group Data" it is possible to edit and re-upload the edited data for use in Ellserve. For the purpose of demonstrating this we will look at the example of Contract sites.

In this example we start by uploading the data shown in Figure 1.

Figure 1 - Uploaded Data

Once uploaded, this data will cause the "Contract Site" tab to appear in the "All Accounts" section as in Figure 2 below. Note that the names of the Contract Sites in the tab match those in the uploaded data.

Figure 2 - Contract sites visible in All Accounts

Now if we edit the original table as shown below we can re-upload it and our addition will be added in the Contract Sites tab of All Accounts. Note the new "TEST SITE" name in the Contract Site Column. Also note how we have deleted the data we have already uploaded, and are now only uploading one new row. This is uploaded by clicking on Choose File and selecting the correct saved CSV file to be uploaded and then clicking Upload.

Figure 3 - Edited Data

Now if we look again at the Contract Sites tab of All Accounts, we will see as below that the "TEST SITE" tab now appears in the "Contract Site" tab also.

Figure 4 - Contract sites visible in All Accounts

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