Workbook Columns

The exact worksheets and column headers the Partner Importer expects in a migration workbook.

The header rows below are exactly what the importer expects. They must not be renamed or reordered — the importer checks the header row of every sheet and refuses the sheet outright if it does not match.

Worksheet	Workbook	Columns, in order
Partner Data	Both	partner_id · partner_name · reported_by_email · partner_type · partner_type_other · start_date · end_date · site_id · unit · comments
Partner Uploads	Both	partner_id · upload_id · file_name
Partner Activities	Both	partner_id · activity_id · activity_type · activity_type_other · date · time · quantity · notes
Partner Sharing	Both	partner_id · collaborator_email · access
Partner Contacts	Coalitions	partner_id · contact_id · name · external_organization_name · address · city · state · zip · unit
Contact Interactions	Coalitions	contact_id · interaction_date · communication_method · unit · reporting_period_ids · notes
Partner Report Data	Both	partner_report_id · partner_id · reporting_period_ids · program_areas · unit · reported_by_email · jurisdiction_level · relationship_depth · comments · has_assessments_to_report · has_accomplishments_to_report
Report Activities	Both	partner_report_id · activity_id
Report Action Plans	Both	partner_report_id · partner_id · action_plan_id
Report Assessments	Both	partner_report_id · assessment_tool · assessment_tool_other · assessment_date · result
Report Accomplishments	Both	partner_report_id · type · description · date
PSE Partners	Partnerships	partner_id · pse_id · contributions · contributions_other
Program Activity Partners	Partnerships	partner_id · program_activity_id · contributions · contributions_other
Success Story Partners	Partnerships	partner_id · success_story_id · contributions · contributions_other
Indirect Activity Partners	Partnerships	partner_id · indirect_activity_id · contributions · contributions_other

NOTE: The importer finds each sheet by its name and processes the sheets in the order above, so a record's parent is always created before it. Do not rename a sheet — one whose name does not match is not recognized at all, so none of its rows are imported, and neither are the rows on later sheets that depend on it.

TIP: For which of these columns hold temporary workbook IDs and which point at records already in PEARS, see Temporary IDs versus real IDs.

Related Documentation

• Review the Workbook — What is safe to edit and what is not.

• Mapping Reference — What each column's value came from.