Data Imports: Supplied Parts
! Only administrators may import data through the data import feature.
This data import allows users to define a Supplier as the preferred supplier for an imported list of existing parts. These parts must already be on the system before the data import is actioned.
In manual addition, each part must have its supplier individually defined. With a data import, many parts can be linked to a specific Supplier.
Users should always utilise the accompanying data import template for any data import. The Supplied Parts template can be downloaded from Settings > Data Imports > Supplied Parts > Part Template.
Supplied 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 Supplied Parts imports
The link to upload data imports is found within the Settings menu.
Upon selecting the data imports option, users will be shown a pop-up window and asked to select the desired import. Select 'Supplied Parts' from the drop-down.
The user must then select from the two available options:
- Supplied Parts Template - To be used if the user has never used or does not have a copy of the template.
- I've Used This Template - To be used if the user already has a clean template, perhaps from a previous import.
The two available 'Supplied 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.
The user should populate the attached CSV file accurately, adding Flowlens part number (plus any revision number), supplier part number if available, preference (required) lead time and price with exact details to the spreadsheet.
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.
Once the file has been uploaded, the user must define the Supplier.
Once a Supplier has been chosen, 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 items 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.