Material Data Import

The Materials Data Import feature allows the user to insert many materials at a time.

Setup an Excel CSV file that contains at least one of the columns listed below. The CSV file should be structured similarly to the graphic provided.

Excel CSV file preparation instructions:

1. Setup an Excel file

1. Go to the "File" menu and select "Save As."

1. Save as type:

• For PC -- CSV (comma delimited)(*.csv)

• For Macintosh -- CSV (Windows format)

1. Click "Save."

CSV file column titles:

• Part Number

• Category

• Description

• Ordered (numeric values only)

• Received (numeric values only)

• Unit

• Storage Location

• Tag Number

• ASME (Y or Yes / N or No)

• Do not abbreviate the column names; they must appear exactly as written above.

• The columns do not need to be in any particular order.

• Upload Material Data: Allows for that attachment of a CSV file from a local computer, one file at a time.

• Restore: Allows you to undo any imports to the system that may have been incorrect.

• Click the radio button for each CSV file that you want removed and then click “Restore”.

• When you are finished uploading the CSV file, the page will auto-refresh and display the newly uploaded data.

Uploading the CSV creates new Materials in the Materials section; it is not used to populate the fields of existing Materials.