Engagements in UpLink contain the list of requests you have for a client. Typically, you create an engagement in UpLink for each of your client engagements.
Creating an engagement
Engagements can be created manually or in bulk using an Excel template. To create an engagement with many requests in it, or to create many engagements at once, use the Excel template.
Excel upload
To create a new engagement using Excel:
Click the Create Engagement button and select Excel Upload. This opens a panel on the right, where you can download a populated template.
You can copy and paste your requests into the template or edit the file directly. Built-in validations ensure data integrity.
Once ready, click Upload or drag and drop to upload the template.
Review the preview of the new engagement, and click Finalize Upload. The Excel upload template also lets you create many engagements at once, each with different requests, using a single Excel file.
To update existing engagements
Once an engagement has been created, you can modify the values in bulk using Excel.
Within the engagement view, click the three dots (...) then click the Excel icon. This downloads the currently selected engagement request list to an Excel spreadsheet.
You can update the request list as needed.
Once you have saved the changes you want to make, reupload the file and the requests will be updated with your changes.
Please note that for AI queries, the Excel update only adds newly defined queries, and does not remove existing queries. For example, if you have a request with an AI query defined, download the engagement to Excel, remove that query from the template and replace it with a different query, then upload the template, UpLink will add the new query but not delete the existing query. This is done to ensure you do not lose data inadvertently.