If you are using Dialog on a project and have existing data that you want to import, you can use the provided Excel formats to fill in the information. Each item specifies the information you can import, and fields marked with an asterisk () are mandatory to fill in. The corresponding Excel sheets can be found at the bottom of this article.
Please note that the use of special characters ( / " ' , ) is not allowed.
Stakeholders
- Name*: Mandatory field for the stakeholder's name (free text)
- Stakeholder type: Text field for the stakeholder type (e.g., Interest Group)
- Description: Text field for the stakeholder's description
- Account holder: The name of the Dialog user who is the account holder for this stakeholder
- Importance: Text field for the stakeholder's importance
- Strategy X: The stakeholder's position on the X-axis of the Importance/Power matrix (0-99)
- Strategy Y: The stakeholder's position on the Y-axis of the Importance/Power matrix (0-99)
- Street: The stakeholder's street name
- House number: The stakeholder's house number
- Addition: Any addition associated with the house number
- Postal code: The stakeholder's postal code (format: 1234 AA)
- City: The name of the city
Note: When using address information, both street name, house number, postal code, and city are mandatory fields.
Contact persons
- First name: Text field for the contact person's first name
- Last name*: Mandatory field for the contact person's last name (free text)
- Position: Text field for the contact person's position
- Email address: The contact person's email address (format: email@example.com)
- Phone number: The contact person's phone number (format: 0612345678 or house number)
- Notes: Text field for any notes about the contact person
- Stakeholder name 1*: Mandatory field for the name of the stakeholder
- Stakeholder name 2: Optional field for the name of the stakeholder if the contact person is associated with multiple stakeholders
- Stakeholder name 3: Optional field for the name of the stakeholder if the contact person is associated with multiple stakeholders
Issues
- Name*: Mandatory field for the name of the issue
- Date: Date of registering the issue (format: 01/01/2021)
- Status: The status of the issue (open / closed)
- Description*: Mandatory and free-text field for the issue description
- Reasoning: Text field for the issue's reasoning
Customer requirements
- Customer requirement title*: Mandatory and free-text field for the title of the customer requirement
- Customer requirement text: Text field for the requirement text
- Customer requirement text status: Concept / Final
- Customer requirement status: Initial / Honored / Expired / Rejected / Next phase
- Stakeholder 1: Text field for the stakeholder's name
- Stakeholder 2: Text field for the stakeholder's name
- Object: Text field for the object's name
- Theme: Text field for the theme's name
- Consequence: Text field for the consequence of the customer requirement
- Feasibility: Text field for the feasibility of the customer requirement
- Honoring advice: Text field for the honoring advice for the customer requirement
- Honoring status explanation: Text field for the explanation of the honoring status of the customer requirement
- Translation: Text field for the translation of the customer requirement
- V&V information: Text field for verification and validation information of the customer requirement
- Internal notes: Text field for internal notes on the customer requirement
Complaints
- Complaint*: Mandatory text field for the description of the complaint
- Date: Optional field for the complaint date (format: 01/01/2021)
- Stakeholder*: Mandatory text field for the stakeholder's name
Communication activities
- Activity*: Mandatory text field for the description of the activity
- Date*: Mandatory field for the start date of the activity (format: 01/01/2021)
Communication content
- Date*: Mandatory field for the start date of the activity (format: 01/01/2021)
- Communication content*: Mandatory text field for the description of the communication content
- Target audience: Optional text field for describing the target audience
If you have data that you want to import, please fill in the import sheet(s) mentioned above and send them to support@getdialog.nl. Please indicate the project environment to which it applies.