Automate The Import Of Corporate Information By Pleasanter

August 23, 2024
Automate The Import Of Corporate Information By Pleasanter

The Client wants to automate the import of corporate information. This requirement was addressed by integrating data from Excel and CSV files via SharePoint into Pleasanter, significantly streamlining data processing and visualization.                                                    

Industry: BFSI

The Client: A global shopping mall developer that operates over 200 shopping malls around the world.

Project Overview

  • Duration: 2 months
  • Technology: Pleasanter management screen / Pleasanter API

Challenge

  • Corporate information is checked manually. Data obtained from corporate information is entered manually.
  • There are some issues when entering content.
  • It takes time to enter content.

Solution

Data is retrieved from Excel and CSV files via SharePoint and displayed on Pleasanter.

Result

  • Process files obtained from SharePoint in batches, import data to Pleasanter and attach Excel and CSV files.
  • The corresponding data from the Excel and CSV files is displayed in Pleasanter.