ContentsImport & export
Import & export
Bring CSV or Excel files into a table with column mapping, unit conversion and a dry run, and take everything out as one workbook.
What to know first
CSV or Excel in
Columns map to fields
Units convert on the way in
A dry run first
Everything out
In this topic
- How-toImport a spreadsheetLoad a CSV or Excel file into a table: map its columns to fields, convert units, check a dry run, then apply.10 min
- How-toUpdate existing records from a fileChange many records at once from a spreadsheet: each row finds its record, a dry run lists every change, then you apply.4 min
- How-toExport your whole organizationDownload every table, record and stored value as one Excel workbook, with sheets for links, files, documents and inquiries.2 min
- ReferenceHow columns map to fields; row states in the dry runHow an import pairs spreadsheet columns with fields, how each cell becomes a value, and what each row state in the dry run means.6 min
Where you see it
Open Import with Import data on Tables, with Import on the Dashboard, or with Import a spreadsheet… in a table's New record menu. The Admin and Engineering roles can import. The full export sits on Billing under Your data, as Export workspace (.xlsx).
An example
Say a foundry sends corrected flanged ball valve dimensions, in millimeters. Choose Update existing records and match on Model #. The Face-to-face (mm) column maps itself to the Face-to-face (L) field by name, but the unit in its header does not carry over. Set Source unit to mm, and a cell reading 177.8 imports as 7 in. The dry run lists each changed value, old and new, before anything is written.
FAQ
Which files can I import?
Files ending in .xlsx or .csv, up to 20 MB. SpecLatch reads the first worksheet and takes the first non-empty row as the headers. A cell holding an Excel formula imports its computed result. Save older .xls files as .xlsx first.
How do I update records I already have?
Choose Update existing records, then match rows on Model #, SKU or Name. Map the match column and only the columns you are changing, because blank cells change nothing. Only Draft records accept changes, so return the others to Draft first. Under Unmatched rows, choose whether rows with no match are skipped or created as new records.
What do the row states in the dry run mean?
New rows will be created, and Update rows change a matched record. No change rows match a record but differ in nothing. Duplicate, Skipped and Error rows are left out, and Details says why. Rows with warnings import, but the flagged values block sending the record for review until fixed.
Which fields can't be imported?
Calculated fields compute their own values, and Files and From linked records fields fill in from elsewhere. Link to records fields can be imported. Each cell names records in the linked table by name, model number or SKU, separated by |.
What does the export include?
One .xlsx file with a sheet per table: every record, trashed ones included, and every stored value, with retired fields marked. Extra sheets list record links, attachment files, documents and portal inquiries. Numbers come in each field's stored unit, which the column header does not name. The export works during the trial and while a workspace is read-only.
Related
| How-to | Import a spreadsheet |
| How-to | Create a table and its fields |
| Concept | Records & the grid |