Import from Excel

To import data from an Excel or a CSV file click the upload button.

  • Upload button can be accessed by clicking the down arrow next to the export grid button
  • Click on the Choose File button and provide the file you wish to upload. Please see below for some tips on preparing information in an upload file
  • A popup displays a grid with imported entities and a check box on the left
  • Please select items you wish to import and click the upload button.

Upload Tips:

  • To generate a template file for import, please use the Export Grid function which generates a CSV file that you can edit in Excel
  • All fields that are required in the Edit popup are also required in the Excel file
  • To generate new items, leave the No. cell blank.
  • To update an existing item, provide its No.
  • To add a child platform, provide its ParentNo
  • To create a link adjunct platform, provide its parentNo and linkPrimeNo

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