Engagements in UpLink contain the list of requests you have for a client. Typically, you’ll 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 on the Create Engagement button and select Excel Upload. This opens a panle 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 on 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 allows you to 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 on the three dots (...) then click on Excel icon. This will download the currently selected engagement request list to an Excel spreadsheet,
- You can update the request list as needed.
- Once you’ve 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, and you download the engagement to Excel, and remove that query from the template and replace it with a dierent query, when you upload the template, we will add the new query, but not delete the existing query. This is done to ensure you don’t lose data inadvertently.