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.

Parts Template download button, Data import pop-up window


! We recommend that the configurable settings in Flowlens are completed prior to any import as there will be fields applicable for the import. Configured settings do not need to be manually updated per individual company after they are defined, unless the preferred configuration changes. 


Completing a Parts data imports


The link to upload data imports is found within the Settings menu.

Data Imports, Settings menu (highlighted)

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.

Parts import option, Import Type 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.
The two available 'Parts' data import options - Template download and 'I've Used This Template'

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.

Parts Import Template.zip, downloaded to a user's desktop

The instructions document contains informations on the data that needs to be added to specific columns.

Instructions.txt, located in downloaded 'Parts Import Template.zip'

The user should populate the CSV file accurately, adding any relevant companies with exact details to the spreadsheet.

Spreadsheet example

! The column headings naming and order must remain the same as the downloaded template, otherwise the import will fail when attempted.

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.

'Choose File' button

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
Options drop-down, Data Import pop-up window

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.

'Import Scheduled' notification pop-up

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.

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