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Import opportunities

This article explains how to import opportunities from external sources into Inpart Deal.

Plan availability: Essential/Advanced
User role required: Manager

Opportunity_import_1.png

Launch an import

Go to the navigation bar, click the Create button at the bottom, and select Import Opportunities.

Opportunity import nav bar.png

An import pop-up will appear. Follow the steps below.

Select the source of the import

You can perform a standard import using one of the four first import options - Pharma asset, Technology, Consumer health asset and Organization - or do a Cortellis import.

Opportunity_import_1.png

It's highly recommended to use one of the Excel templates provided: click Instructions and Download template.

Opportunities can be imported into one or multiple initiatives at the same time. You need first to define in the Excel spreadsheet the initiative(s) that you want to import the opportunities into. Opportunities without an initiative defined in the file will be imported to the default initiative selected during the import.

The list of opportunities that you will use for the import can be exported from a database, provided by a consultant, or created manually during a conference for instance.

Guidelines for a standard opportunity import

Instructions

  • All the opportunities to be imported must be added to the first sheet of the Excel file.
  • The first row contains the column headers.
  • The headers’ names are the ones used in the template.
  • The fields Organisation name and Asset name are mandatory.
  • A semicolon delimits multiple values in a single cell.

Column details

Company classification
Organization name
mandatory field
Name of the asset originator or primary organization. This value is mandatory. If the value doesn't exist yet in the platform, it will be created.
Organization URL URL of the organization's website.
Organization types Organization types. Multiples values can be provided, separated by a semicolon. If the value doesn't exist yet in the platform, it will be created.
Organization country Organization country. No new value will be created, the country should be selected among the default countries. If not, it will be ignored.
Organization description Organization summary or presentation. This text can be formatted after the import when editing the opportunity.
No organization or company classification information already existing in the application will be overwritten by the import.
Asset classification

Asset name
mandatory field

Name of the asset or compound. This will also be the opportunity name. This value is mandatory. If the asset doesn't exist yet, it will be created. 

Asset types

Types of the asset or compound. Multiples values can be provided, separated by a semicolon. If the value doesn't exist yet in the platform, it will be created.

Development phase The development phase of the asset or compound. Only one value is possible. If the value doesn't exist yet in the platform, it will be created.
Clinical indications

Clinical indications of the asset or compound. Multiples values can be provided, separated by a semicolon. If the value doesn't exist yet in the platform, it will be created.

Mechanisms of action

Mechanisms of action of the asset or compound. Multiples values can be provided, separated by a semicolon. If the value doesn't exist yet in the platform, it will be created.

Technologies

Technologies of the asset or compound. Multiples values can be provided, separated by a semicolon. If the value doesn't exist yet in the platform, it will be created.

Asset description

Description of the asset or compound. This text can be formatted after the import when editing the opportunity.

No asset classification information already existing in the application will be overwritten by the import.
Opportunity details
Discovery date When the opportunity was first discovered by your team.
Discovered by Who discovered the opportunity.
Source How did you discover the opportunity? (e.g., during a conference, from an external database, from a consultant, etc.)
Source name What's the specific name of the source? (e.g., conference name, database name, consulting company name, etc.)
Source details Any additional relevant information about the source.
Notes Any relevant information regarding the opportunity. This will be imported in the Notes section, where rich text formatting will be available after import to ease reading.
Tags Any relevant keywords to classify the opportunity, like therapeutic areas, business unit, species, etc... Multiple values can be provided, separated by a semicolon. If the value doesn't exist yet in the platform, it will be created.

 

Import into another initiative than the selected one
Initiative Name of the target initiative where the opportunity will be imported. The initiative is optional and should be used carefully if the selected initiative isn't relevant for a specific opportunity.
If this value is empty, the opportunity will be imported in the default selected initiative (step 1 of the import process).
If an initiative name is provided, it should match an existing one. Otherwise, a new initiative will be created and assigned to the person who is importing the opportunity.

 

Assigning opportunity
Owner Email of the person assigned to this opportunity.
By default, if empty, the imported opportunity will be assigned to the person who is importing the opportunity.
If a known email is provided, the opportunity will be assigned to the matching person who will automatically join the initiative team if not yet an owner.

Guidelines for a Cortellis import

How to extract the file from Cortellis

  1. Initiate an export of Cortellis Drug Reports results.
  2. Under Document Type, choose the Microsoft Excel format under Results.
  3. Under Document Format, choose the first option Results Table and download the export to your computer.
The exported file from Cortellis must be imported without any modification.

Columns from Cortellis export
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Select the initiative(s) you want to import the opportunities into

You can search for a specific initiative from the search bar, or pick one among your initiatives (My initiatives).

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Upload the Excel file that contains the opportunities to import

Here, you can directly drag and drop the Excel file to upload the opportunities into the application or browse your files. The instructions to perform a valid import are reminded to you when clicking the Instructions button.

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Check the error report and start the import

In this step, you can review the errors reported in the Excel file you uploaded to fix them before launching the import. To do so, you'll need first to update your Excel file and then go back to the previous step to upload it once again. If there is no error, just click Import.

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After clicking Import, the last step will display the number of opportunities created from your import and if there's any warnings about them. If the result of the import looks good to you, click Confirm to finalize the creation of the opportunities in the application.

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