Templates on the Account level can be upgraded to a newly created template while retaining selected data from existing Templates..
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With Template Upgrade, Organizations can now upgrade existing templates to include new Scorecard questions, Whitespace Product Lines and Metrics, while still keeping existing data that must live in the new Templates and existing Account Plans.
Before You Start - Important!
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Important! Data that needs to be retained in current Account Plans must be mapped to synchronize the newly upgraded template with the old template. Failure to correctly map data will result in the loss of data! |
We strongly recommend testing an upgrade of one test Account Plan to ensure your settings are correct and all data migrates successfully.
You will receive an email when the upgrade is complete.
Check that all data has migrated correctly.
Data that is lost cannot be recovered.
Upgrading a Template
Make sure the Target (new) Template is ready for upgrade and is in Active mode.
Go to Import / Export and select the Source (old) Template, and the Target (new) Template
Click the Upgrade button
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Data from the Source (old) Template will be mapped, deleted or added to the Target (new) Template.
 | = Mapped: Will be upgraded in the Target Template |
 | = Deleted: Not Mapped (Will be deleted and not added to the Target Template) |
 | = Added: Will be added to the Target Template |
 | = Will remain in the Target Template |
Examples of Mapping:
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In Example 1: The Target Template Scorecard Question was edited slightly.
The upgrade detected that the two items are not the same and automatically determined that the event in the Source Template should be deleted (x) and the new information in the Target Template will be added (+).
To map the question, click on N/A to open a mapping modal
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The most likely available records are presented from which you will select the correct source Template Question to which you will map to the Target Question.
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You are now ready to save your mapping and finish the upgrade process.
Save Mapping - will download your mapping for future use. It is recommended to save your mapping before testing or upgrading.
Which Account Plan should be upgraded?
Select Single Account Plan - will upgrade only one Account Plan.
Import CSV with Account Plan records - Will expand the modal to
Select CSV file with Account Plan export
Opens filters to exclude Completed Plans or Plans created in a date range
All Account Plans with Source template - will upgrade all Account Plans with Source template.
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For additional upgrades click Continue with upgrades and repeat the process.
If no further upgrades are needed, click the Or Close button