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Importing ideas into a HYPE Board
Importing ideas into a HYPE Board

This guide details how you can import ideas to your boards via the Ideas section in the admin portal

Updated over a month ago

This guide details how you can upload ideas into a HYPE board from an excel file.

To complete the following steps, you will need an organization admin user role. Please contact your HYPE Boards super user for access if you need to import ideas into a HYPE board.

We strongly recommend running a test import with a single idea before the actual ideas to be imported

To import ideas to a HYPE board, you will need this excel template. You can go directly to step 3 if you have downloaded the template and added the ideas, otherwise follow these steps:

Step 1

On the HYPE Admin Portal, go to the "Ideas" section and click "Import Ideas"

Step 2

Download the excel template for idea imports

Step 3

Once you have added the desired ideas to the excel file for the upload, click "choose file" to select the file for the upload.

Please note that you can only import 500 ideas at a time

Step 4

Click "Import" to upload the ideas into the board

Input fields

The downloadable template includes the following fields:

Name of the field

Description

Type

Notes

name

Idea's title

Text/

String

category_name

Idea's category

Text/

String

Mandatory in case categories are enabled

status_name

Idea's status

Text/

String

Mandatory in case statuses are enabled

creator_email

Idea creator's email

Text/

String

User has to be listed in the board. You can verify this via the admin portals Users section.

description

Idea's description

Text/

String

moderation_pending

Moderation status for the idea

Boolean

Valid inputs:

TRUE or FALSE

created_as_anonymous

Defines whether the idea's creator is anonymous or not

Boolean

Valid inputs:

TRUE or FALSE

created

Idea's creation date

Text/

String

Valid input for date:

YYYY-MM-DD

followed by time (optional):

hh:mm:ss

A date in the future is invalid.

tags

Idea's tag(s)

Text/

String

When adding multiple tags, separate each with ; (semicolon)

Note that tag names are case sensitive and must match the tags in the board

custom_field_x

Idea's custom field(s)

Various

Add each custom field separately - replace the x with the custom field's name in the board

See further notes on custom fields in the sub-section below

Custom field inputs

Custom Field Type

Input type

Notes

Free text

Text/String

Integer

Integer

Will not accept decimal numbers

Decimal

Decimal/Float

Use .(dot) as the decimal separator

Yes or No

Boolean

Valid inputs: TRUE or FALSE

Date

Text/String

Valid input for date:

YYYY-MM-DD

Dropdown menu

Text/String

Values must be included in the dropdown menu selection

Multiselect menu

Text/String

Values must be included in the multiselection menu selection.

When adding multiple values, separate each with ; (semicolon)

Checkbox

Boolean

Valid inputs: TRUE or FALSE

Limitations and exceptions

Email Notifications and Automation Workflows

Imported ideas will not trigger notification emails or workflows upon upload. For example, should an idea be added to a new idea status and the email notifications for new ideas be activated, users will not be notified of the creation of imported ideas.

Analytics dashboard

Imported ideas will have an impact in the following sections of the analytics dashboard:

  • Cycle times: Imported ideas will not affect idea cycle times

  • Ideation process performance: Imported ideas, at any status after the board's first status, will not be considered in the the process performance chart

Training and Support

As a complex superuser feature, we strongly recommend you contact us for training and support on idea imports.

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