Home > SI 2016 Documentation > User Guide > Projects > Project Editor > Tools Tab > Import/Export CSV from Projects

Import/Export CSV from Projects

SI 2016 Logo.jpg

Feature

 

You can export, edit, then import a CSV file from within a Project.Exporting Project Items to a CSV file can be useful for importing into third-party software. You may also feel more comfortable editing Items from a Project in a CSV file, then importing the CSV file back into the Project to update the Items.

Details

 

Within the Project Editor, click the Tools tab and you will see the Export/Import options in the ribbon:

 

Export

 

When exporting you will choose to export just whatever Items you have selected, or you can export all Items:

 

 

This will open the Export Items to CSV File interface:

 

 

Here you can choose what field you wish to export. If you choose to include calculated fields in your export, just know that these fields cannot be re-imported, e.g. Installation Price.

Import and Update from CSV

 

Once you have edited the items in the CSV file, you can re-import the file and update Items within the Project. This is pretty straightforward since all fields from the CSV are already mapped to the fields within the Project since the file was originally exported from the Project.

 

In addition to exporting and re-importing CSV files, you could also choose to import a CSV file to a Project to add new Products to a Project, e.g. you want to import a list of Products into an SI Project from some other source. An example of this is shown below.

 

To import a CSV file to a Project, open the Project Editor and click the [Import and Update] button in the CSV section of the ribbon:

 

 

You will be prompted to browse for your CSV file. Once a CSV file has been selected, the Map CSV File interface will open. Depending on your spreadsheet, you may not see all of the steps shown below.

Step 1

 

 

You will need to map the columns in your CSV file to Database Fields in the SI 2016 Catalog. Some fields will be pre-mapped if they are an exact match or if they are a close match. There are two required columns that must be mapped: Manufacturer and Model.

 

If your CSV file has dimensions or weight columns, you can choose the measurement.

 

Click the "Map" link next to any field you wish to map or re-map and the following form will open. Select you field (or the [None] button at the bottom if you wish to unmap a field) and then click [OK].

 

 

Once your fields are mapped, click [Next>].

Step 2

 

On this step, if there are Manufacturer names in your spreadsheet that are not already a part of your SI Catalog, you can choose to allow the Manufacturer to be created or you can map to an existing manufacturer, e.g. different spelling in your Catalog.

 

 

Click the "Map" link next to each name that you wish to map to an existing Manufacturer and the following form will open. Make your selection and then click [OK].

 

 

Step 3

 

On this step, if there are Category names in your spreadsheet that are not already a part of your SI Catalog, you can choose to allow the Category to be created or you can map to an existing Category, e.g. different spelling in your Catalog.

 

 

Click the "Map" link next to each name that you wish to map to an existing Category and the following form will open. Make your selection and then click [OK].

 

Step 4

 

This step is primarily a summary of what you have done on the previous steps. Here you can also choose whether to use the Part Number or Accounting Item Name fields, if they exist in your CSV file, to match to SI Catalog Items. These options are useful if you do not have a Model field mapped in your CSV file.

 

 
When ready, click the [Finish] button. This will open the following form:
 
 
This will list all of the items in the CSV file. The "In Catalog" will indicate whether or not the items already exist in your SI Catalog. The Filter section of the ribbon allows you to filter between: All, New, Matched, and Inadequate:
 
 
 
New
Items not already in the Project.
Matched
Items that already exist within the Project.
Inadequate
Items with not enough information for importing into the Project. These would be products that have no Model, Item Number, or Accounting Item Name fields mapped. This could also be items not assigned to a Manufacturer.
 
The Mass Update feature allows you to update the fields shown below for multiple items at one time:
 
 
 
 
You also have the option to manually map any items in the CSV to Products or Labor Items in your Catalog:
 
 
When you are ready, click the [Import] button and choose whether you are importing New, Matched, or New and Matched items:
 
 
The following form will open:
 
 
Here you can choose your import options as well as verify what columns you wish to import. Click [OK] and you will get a confirmation fo your import:
 
 
If there were no Locations and/or Systems in the CSV file, you can assign them within the Project Editor.
Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.