Import using Excel
Users can import parts and part assemblies from Excel files. Both parts and part assemblies have different configuration sections. Users can create multiple configuration in the same file differentiated by configuration name.
Macros in Excel
In some cases macros can cause problems at import. If this happens ensure to set remove-macros="true".
Excel parts import
The import part function is found by right-clicking in the Part Storage and selecting option "Import parts...".
Preview of parts import
Excel sheet may contain buttons or macros, If in configuration remove-macros attribute is 'true' then temporary file will be created where macros and buttons will be removed before the import is performed. The source file will not be changed.All elements where culture is defined are representing the text support in different languages.
Enumerable
If type EnumerableSingle is used, the different values shall be placed in the same cell and separated by "|".
E.g. a part has a specification of type EnumerableSingle with possible values A, B and C. The Excelsheet may then contain a column for this specification and the cell may then contain "A|B|C" if the specification shall contain all three possible values.
Kits
It is possible to add parts to a kit during import and thus use XLS import to create kits. A possible xls file to achieve this is according to this table.
Part number | Qty | Kit number |
|---|---|---|
123456789 | 1 | 987654 |
123456780 | 1 | 987654 |
123456781 | 2 | 987654 |
123456782 | 1 | 987653 |
123456783 | 2 | 987653 |
See technical documentation for how to configure this: Technical documentation - Import using Excel
Excel part assemblies import
It is possible to import part assemblies, where each part assembly is described in one Excel file. The file can contain attributes, specifications, illustrations and part rows. The import part function is found by right-clicking in the Part assemtly Storage and selecting option "Import part assemblies...". Import part assemblies will present a preview of the part assembly to import.
Note that the preview will only contain information from the XLS file, and not load eg part names from the database.
Import a list of part assemblies
It is also possible to import a list of part assemblies from Excel. One part assemblies will be correspond to one line in Excel and only attributes and specifications on the part assemblies can be imported, not illustrations or part rows. The import part assemblies function is the same as above, just a different template, and is found by right-clicking in the Part Assembly Storage and selecting option "Import part assemblies...".
Excel catalogue import
It is possible to import catalogues from Excel. One catalogue will be correspond to one line in Excel and only attributes and specifications on the catalogue can be imported, not structures or references to content. The import catalogue function is found by right-clicking in the Catalogue Storage and selecting option "Import catalogues...". Import catalogues will present a preview of catalogues to import.
Excel specifikation import
It is possible to import specifications of different types. Specifications can be imported same way as parts by right clicking in the Specification Storage and selecting "Import specifications..."
Configuration
See technical documentation for how to configure this: Technical documentation - Import using Excel.