Importing from Excel
Importing from Excel brings changes made in an exported template back into a migration plan. This enables bulk updates, corrections, and transformations to be applied efficiently while maintaining data integrity.
Import options
When importing, the following options and modes are available:
- Sheet selection
Allows designation of which Excel sheets to import. Each Excel sheet corresponds to an asset area in the migration plan. This enables partial imports, where only the selected areas are updated and all other areas remain unchanged. - Visible rows only
Controls whether hidden rows in Excel should be ignored during import. This is useful because it allows rows to be excluded without deleting them, creating a record of what was not migrated. If an excluded row needs to be restored, it can simply be unhidden. This approach also supports auditing by keeping a complete catalog in the workbook while clearly distinguishing what was included versus excluded in the import. - Validation modes
Four settings control how the tool handles errors and warnings during import:- Fail on error or warning: Stops the import if any error or warning occurs. This mode ensures no data is introduced until the file is entirely clean.
- Fail on error: Stops the import if any error occurs, but will proceed if only warnings are present.
- Skip rows with errors: Imports only the rows without errors and ignores rows that contain errors.
- Import all rows: Imports all rows regardless of errors or warnings. This mode assumes corrections will be made within the tool itself rather than in Excel.
- Annotated file output
If validation fails, an annotated version of the file can be downloaded. This file includes error and warning columns as well as a summary sheet. Edits can be applied directly to the annotated file and re-imported. This process is designed to be iterative and can be repeated until results are satisfactory. For a process overview, see Excel export and import — Process overview.
The User Email field should be populated in the Excel file prior to import. Although not mandatory, it is commonly used as the primary key to link users from Qlik Sense Client-Managed to Qlik Cloud. A warning will be issued if the field is left blank, as this is a frequent scenario.
When importing Excel sheets, existing objects in the relevant migration plan table tabs will be cleared before new ones are added. Each import physically replaces the contents of that asset area with the data from the file. Data can still be fetched and merged from a source and blended into an asset area that was imported from a file, but this must always be done after the Excel import. Any subsequent Excel import for that asset area will wipe and replace its contents again.
Space Settings and User Email Mapping should not be used alongside Excel import and export. These settings are applied after an Excel file is imported and will overwrite the content that was brought in through Excel.
How to import a plan from Excel
Do the following:
- Open the migration plan in the Qlik Analytics Migration Tool.
- Select Import from Excel.
- Choose the Excel workbook to upload.
- Select the sheets (asset areas) to import.
- (Optional) Enable Visible rows only to exclude hidden rows from all areas.
- Review the file summary to confirm the content.
- Select a validation mode: Fail on error or warning, Fail on error, Skip rows with errors, or Import all rows.
- Start the import.
- If errors or warnings occur, download the annotated file, make corrections, and re-import until results are satisfactory.