Data Imports: Parts
! Only administrators may import data through the data import feature.
The Parts import can be used to import a list of new parts via a bulk upload, rather than through manual addition. In manual addition, each part must be individually entered. With a data import, many parts can be added at the same time.
Each part, once imported, is added to the application and given a unique ID.
Users should always utilise the accompanying data import template for any data import. The Parts template can be downloaded from Settings > Data Imports > Parts > Part Template.
Upon selecting the data imports option, users will be shown a pop-up window and asked to select the desired import. Select 'Parts' from the drop-down.
The user must then select from the two available options:
- Parts Template - To be used if the user has never used or does not have a copy of the template. This will download a zip file for the user, which contains two files - a CSV for the data import and a .txt file.
- I've Used This Template - To be used if the user already has a clean template, perhaps from a previous import.
Selecting the Parts Template - This will download a zip file for the user, which contains two files - a CSV for the data import and a .txt file.
The instructions document contains informations on the data that needs to be added to specific columns.
The user should populate the CSV file accurately, adding any relevant companies with exact details to the spreadsheet.
Once the import spreadsheet is completed, save the file as a CSV.
On the Flowlens application, users will see an option to ‘Choose File’. Select this and upload the file to be imported.
Once the file has been uploaded, the user will be given two options:
When an Existing Part is found, Flowlens should...
- Ignore the part
- Update the existing part's information
Users will be asked to confirm the import by ticking the 'Proceed with Import' checkbox. Users will also be shown the following statement:
"By proceeding with this Data Import, you are confirming that the Data is correct, and you acknowledge that importing this Data will create/update the information already present in Flowlens. Once the Data is imported, the import cannot be rolled back."
Once users select ‘Import Data’, there will be a confirmation message that the import has been scheduled.
Shortly thereafter, the system will begin to import the data.
If the import is:
Import Complete - The user will receive an email from Flowlens to confirm the number of companies that have been imported.
Import Failed - The user will receive an email from Flowlens to state the import was cancelled and the file will need to be reviewed.