How do I manually onboard my data?

Navigate to Sandy Setup, then Onboarding Methods. Click step 2 - Select your manual onboarding method.

Now select your enterprise from the drop-down list. For a full list of what enterprise belongs in which onboarding category, click here.

You will be presented with either one or two options to select for onboarding.

For example, selecting Arable & Horticulture as your enterprise, will show Direct entry and Excel onboarding options.

Whereas, if you select SCE, you will only be presented with the Direct entry method.

Direct entry will take you the relevant sections within Sandy Setup. Follow the onscreen instructions.

When selecting Excel onboarding, follow the onscreen instructions to download the Excel template. Re-upload it when completed. Click Import data and a progress bar will appear to show your Excel is uploading.

A green notification will appear, informing that your data was successfully uploaded. You can review the data you have imported by clicking on the green Open table button.

Click through the table headings at the top, and then you will see the data that is now in Sandy.

The two drop-down fields at the top show historic Excel templates uploaded. You can filter these by the name of the template and by date and time of the upload.