23 February 2010

Spreadsheet Import Utility

Spreadsheet import is supported for raw materials, formulas, packaging, BOMs, customers, and vendors for Version 5.2.265 or higher.  Only top level data can be imported, i.e. no raw properties or formula details are supported via this interface at this time.

NOTE: Not all columns in the raw material and formula FIND windows can be re-imported.  These columns that cannot be re-imported include but are not limited to:

- Physical properties
- Equations results
- QC Standards.

To begin, select the data you want to import.  Do this by opening a FIND window in the module in question.  In the FIND window, click the wrench, and select the FIND columns you wish to import.  You may or may not have data listed – if you are only adding records, an empty grid is best.  For updates you will want the grid populated with all the items you intend to update.

Next, select Edit – Copy to Clipboard, and then paste into Excel:

Add or modify data in Excel as required using as many rows as needed.  Do NOT leave space between rows in the code column.  The import will terminate when it hits a blank code.  Save the spreadsheet.

NOTE: The data to import MUST be in the first worksheet of the workspace.
Next, run the module in question and select File – Import:

Select the spreadsheet file you edited.  The import routine will examine the spreadsheet, locate importable rows, and display something like the following:

Check the columns you wish to import.  Also, if you want to add new records, click the “Insert new records if not on file” checkbox.  Click “Import” to import the data.