Renaming Imports/Adding Import Descriptions

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Import management is crucial to team productivity. By looking at the name of an import in the Coefficient sidebar a team member should know where the data is coming from and what type of data is being pulled. Coefficient imports default to naming import(s) based on object(s)/table(s) used in the query. While somewhat helpful, we recommend renaming your imports and providing a description to help your team have more context on the data import and its specific purpose. 

ℹ️ NOTE: When you click on the tab (at the bottom of your sheet) and rename it, the new name will show up in the tab AND in the Coefficient sidebar. This makes managing your tabs/imports so much easier! 

Rename a Coefficient Import

Add a Description to your Import

FAQs for Renaming Imports/Adding Import Descriptions

Rename a Coefficient Import

Example: We will Rename an Account import from Salesforce

1. From the Coefficient sidebar, locate the import to rename.

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2. Locate the tab/Sheet for that import in the Workbook (tabs across the bottom tray of your Google Workbook). Click on the inverted triangle next to the name in the tab/Sheet and select “Rename” from the list. (You can also double-click the sheet’s tab name to highlight/update).

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3. Enter a new unique name for this tab/sheet/import. The import name will be updated in the tab at the bottom AND the Coefficient sidebar list. 🥳Screenshot 2023-11-03 at 5.59.05 AM.png

Add a Description to your Import

1. Open the Coefficient sidebar and locate the import from the list you would like to add a description to.

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2. Click on the 3-vertical dots for that import, and select “Edit” from the options listed.

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3. The import details will appear in the sidebar. Click on the 3-vertical dots (again) and select “Add Description” from the list.

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4. Enter the description. Click Save.

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ℹ️ Note: There is a 100-character limit

for this field.

5. The new description now shows under the import in the sidebar.

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FAQs for Renaming Imports/Adding Import Descriptions

Can my Sheet name and my import name be different?

The Sheet name and the import name will always match. This is by design and expected behavior in Coefficient.

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