You can add projects to Matidor in two ways. To start, click "Create new…" on the navigation bar and select one of the following options:
From the map: by searching a location, or placing a pin on the map where the project is located.
From a file: by importing a spreadsheet containing a list of projects.
Create a Project from the Map
In the left navigation menu, click "Create new…" and then select "Project from map".
You can start by searching one or more locations, or by clicking the "Pick on map" icon on the right to place pins on the map directly.
Click continue once you finish adding project locations on map. You will then need to choose a template for the projects you added.
When you finish choosing a template, click Save to complete the project creation.
Create a Project by Importing a File
Step 1: Upload Data
Click Create new… and select Project from file.
Upload a spreadsheet in .csv, .xls, or .xlsx format.
Choose the project location format.
Map the spreadsheet columns to the basic project fields.
Click Preview to confirm that the project locations appear correctly on the map.
If everything looks correct, click Select template to proceed to Step 2.
Step 2: Select Template
Choose one of the existing project templates.
Review the list of fields from the selected template.
Map the spreadsheet columns to the corresponding template fields. Only required fields must be mapped now; optional fields can be skipped and completed later.
Click Save template to continue to Step 3.
Step 3: Review and Confirm
Review the mapping preview of all projects.
If any records fail, click Download to review the errors and re-upload as needed.
When ready, click Start importing to begin the import process.
Matidor will continue importing in the background while you work.
When the import completes, you’ll receive an email notification, and a new portfolio will automatically be created containing all the imported projects.