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