- People
-
Projects
- Projects > Listing & Projects > Allocations
- Project's Dashboard
- Project's Basic Information
- Project Numbers table
- Projects > Allocations Main Graph
- Progress Numbers
- Actions (Project's Dashboard)
- Membership Actions (Project's Dashboard)
- Project's Resourcing View
- Grouping in Project's Dashboard
-
+ 13...
-
Resourcing
- Resourcing with 'Quick Edit'
- Resourcing with 'Grid View'
- Finding and Resourcing the Available & Suitable People for Your Projects
- Soft Booking
- Use Cases for Soft Booking
- Resourcing Log
- Allocation Notes
- Resourcing Requests
- In-Depth: Getting an Overview / Utilization Rate of a Specific Target
- In-Depth: Using the Utilization Range in Person Filters
-
+ 2...
- Reports
- Timesheet
- Competencies
- Resourcing Intelligence
-
SYNC View (admins of Silverbucket)
- Integrating Data with with Silverbucket's SYNC-view
- SYNC-View: Competency
- SYNC-View: Customers
- SYNC-View: Extended-customers
- SYNC-View: People
- SYNC-View: Extended-people
- SYNC-View: Projects
- SYNC-View: Extended-projects
- SYNC-View: Hour-integration (actual hours)
- SYNC-View: OrganizationNodes-integration
SYNC-View: Extended-customers
When importing data to Silverbucket it is vital to keep the structure identical to the example datasheet to ensure a flawless import:
- First row contains the names of the headers - it is not necessary to edit the first row.
- Second row in your file is where your data starts to get imported
- Columns need to be in the same exact order as in the examples
- Rows after the default structure's last column are never read / handled when importing
- Never have hidden columns in your data sheets
- First row contains the names of the headers - it is not necessary to edit the first row.
- Second row in your file is where your data starts to get imported
- Columns need to be in the same exact order as in the examples
- Rows after the default structure's last column are never read / handled when importing
- Never have hidden columns in your data sheets
What data is this integration used for
- Customers with extended data: name, street address, postal code, city, country, businesscode, website
List of customers can be found in Customers > Listing.
The extended data can be found in the Customer's Dashboard:

Integration's data fields
col. A |
B |
C |
D |
E |
F |
G |
H |
Name of the customer (mandatory)
|
Street address for the customer |
Postal code for the customer |
City for the customer |
Country of the customer |
Customer's business code |
Customer's Website |
Customer's Code |
The example file in the screenshot will integrate / create the following:

1) A new customer called 'City of Helsinki'. Columns B, C, D, E, F, G are added to the Customer's Information fields in its dashboard.
2) A new customer called 'City of Vaasa'. Columns D, E are added to the Customer's Information fields in its dashboard. Columns B, C, F, G are skipped and left empty.
Rules & basic principles of this integration
Silverbucket matches rows to Silverbucket's data case-sensitively ("SilverBucket_Support" is not considered the same as "silverbucket_support").
However, matching email fields is done case-insensitively ("Support@Silverbucket.Com" is considered the same as "support@silverbucket.com" when creating a user, for example)
If the data structure was correct, you can see the outcome in Silverbucket right after the upload. To make sure all went fluently, you can search for the desired customer in Silverbucket; in this example we searched for the City of Helsinki:

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