Import Partnerships

Import partnership records in bulk from a spreadsheet file in PEARS, including action plan links and collaborators.

The Partnership import allows you to create multiple partnership records at once from a spreadsheet file, including their action plan links and collaborators. PEARS generates a dynamic template customized to your organization, validates your data, and reports errors in a downloadable error workbook.

Permission required: Organization administrator or data manager.

Import Partnerships

1

Navigate to the Import Page

From the Partnerships list page, click the Import button to open the import page.

2

Download the Template

Click Download Template to generate an Excel template customized to your organization. The template includes:

• A Codebook sheet explaining each field.

• A Key Mapping sheet listing valid values for program areas, action plans, sites, units, jurisdiction levels, partnership types, assistance types, and meeting purposes — scoped to your organization's current reporting periods.

TIP: Always download a fresh template before importing. The Key Mapping sheet reflects your organization's current configuration and may change between reporting periods.

3

Prepare the Spreadsheet

Fill in the template with your partnership data. The template supports:

• Partnership general information — Name, reporting period, program areas, unit, site, jurisdiction level, partnership type, assistance types, etc.

• Action plans — Link partnerships to action plans using the plan IDs from the Key Mapping sheet.

• Collaborators — Add collaborators with access levels.

Required fields are indicated in the Codebook sheet. Each row on the main sheet represents one partnership record. Action plan and collaborator rows reference their parent partnership.

4

Upload and Submit

Upload the completed spreadsheet file. PEARS validates each row and creates partnership records for valid rows.

NOTE: If a partnership row fails validation, any child rows (action plans, collaborators) for that partnership are also skipped.

5

Review Results

If errors are found, download the error workbook. The error workbook includes:

• A dedicated Errors sheet with one row per error.

• Hyperlinked cell references sorted by sheet, row, and column so you can quickly locate and fix issues.

Correct any errors in your original file and re-upload to import the remaining records.

NOTE: Only the import creator and organization administrators can view and manage an import. Data managers have additional flexibility to import data for completed records or past reporting periods.