Wink Reports allows users to import files, enabling you to use and merge data into other reports. Follow the steps below to successfully import a file:
1. Go to the Connector Module
- On the left-hand pane of the Wink website, click on the Connectors module.
2. Click “Connect Now”
- After opening Connectors, you’ll be taken to a page where you can integrate different tools into Wink, including the File Import.
- Find File Import and click Connect Now to proceed.
3. Start Importing a File
- Once connected, you will be directed to the import page.
- Click the Import New File button to upload your file.
4. Set Import Settings
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You will be directed to the Import Settings page.
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Choose how you would like to import your file:
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Manually from your computer
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Through Google Sheets
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- If needed, review and adjust the Advanced Excel Settings for specific actions before importing.
5. Fill in Import Details
- Complete all the necessary fields for the file you are uploading.
- After filling out the details, click Import File to proceed.
6. Special Instructions for Google Sheets Upload
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If you are uploading a file through Google Sheets, follow these additional steps:
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Open your Google Sheets file.
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Click on File > Share > Publish to web.
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A small window will pop up; click Publish.
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Ensure the document is published as an Excel file.
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Copy the link provided and paste it into the Remote URL field in the Wink Import page.
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