Import Items

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Import Items

This section focuses on the importation of items, such as excel files, and the rules and optimization that follows.


1.Before you can import items, the file from which they will be imported must be prepared. The file must contain fields (columns) for all of the mandatory item standard fields, as well as any user-created item custom fields. The column name in the external file must match the field name exactly (and for custom fields, the field name may be different than the display name). For example, the field containing a description of the part should be titled Description, not Part Description.


2.When the import file is ready, go to Data Management and click on the Import DataManagment-ImportDataIcon button.

3.Select the Item as the import type. Choose whether the Import Mode is Merge or New. Merge allows for updating ID's previously found in the system; it is the most commonly used import mode.

4.Click Browse to select the import file.


5.When you have selected the file, click Open. Your BOM should display correctly in the Import Data worksheet. If you have problems here, please check your external file again.


6.The last step is to click Import at the bottom of the window. This is what actually brings the data into Assembly Planner. When you are finished, you will see this message:

itemimportsuccess w7

If the components that were imported were new to the system, they are now searchable in the Component Editor's component list. If the components previously existed in the system (ie, the ID already appeared in the database), the information will be updated.