Work-Flows > Structure Data Import

How To

This work-flow describes the process of importing data into the current Quote file.

CREATE DATA

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Prepare a spreadsheet for data

•	Create a new spreadsheet (or open an existing data import spreadsheet).

•	Add the column titles to the spreadsheet.

•	Ensure that the required column titles are included.

o	ID - structure identifier

o	Spec - relate specification

o	Type - relate type

o	Size - relate size

•	Add any optional columns as desired

Notes:

1.	A set of all all the possible header titles is available to make it easy to create a new spreadsheet.

a.	Click the Template button on the Structure Data Import screen to copy the names to the clipboard.

b.	Paste the titles into an empty spreadsheet.

c.	Remove any unnecessary column titles.

Structure Data Import

Structure Data Import Template

Add data to the spreadsheet

•	Collect the data to be imported.

•	Copy the data columns to the import spreadsheet.

Structure Data Import Example

OPEN THE TOOL

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•	Open the Quick Build screen.

•	Click the Import button.

Quick Build

Structure Data Import

TRANSFER DATA

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Transfer clipboard data

•	Copy the data to be imported to the clipboard.

•	Select the Data Separator option that matches the separator in the import data.

•	Click the Paste button on the Structure Data Import screen.

Notes:

1.	The preview grid displays the number of records and whether each record will create a new structure or update an existing one.

Structure Data Import

SELECT OPTIONS

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Select the import data options

•	Select the desired Updates Existing data option.

•	Select the desired Clear Inverts option.

Notes:

1.	The Update Existing option allows imported data to make changes to existing structures. If this option is unchecked, existing structures will not be changed.

2.	When the Update existing option is checked, the Clear Inverts option will remove any inverts in the existing structure that are not in the imported data. This makes it possible to make the resulting structure match the imported data.

Structure Data Import

APPLY DATA

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Apply the data

•	Click the Import button to process the import data.

Structure Data Import

Close the import screen

•	Click the Close button to close the Stock Import screen.