CAPS2025 Importing Data

In the Import Data section of the Settings Menu an Import Wizard is provided for importing large amounts of data. An import type can be selected: Class import, or MESC Import, and then the Import Wizard steps can be followed. But first, an Excel Import Templates can be downloaded for assistance. The template will contain the relevant input fields / dropdown boxes in which you are to fill in the data from your own specific site.

Importing data. 

Import Data

To Import data:

• Download the required Template. 
• Open the Excel file and enter the data in the fields (yellow columns are mandatory). Note: In case of doubt on what data to enter, use the Export button in the applicable grid, e.g., for a Piping class example, export a piping class from the Piping Class Main Screen grid (see Exporting Grid Information).
• Save the file on your local machine.
• Go back to the Import Wizard (Settings \ Data Transfer \ Import Data).
• Step 1 - Click Browse and select your saved file.
• Step 2 - Select the import type and click Next.

Import Wizard Steps 1 and 2. 

• Step 3 - A mapping dialog shows the fields that can be imported with a combobox, from which one of the import file headers can be selected. Where applicable, select the correct header and the UoM and click Next.
  
  Import Wizard Step 3. 
• Step 4 - The import is validated, and the results are shown to the user at step 4. of the import. Validation errors are clearly described and can be fixed via an editable grid (below the object information - to be created/updated). Once the errors are fixed, the grid should be saved as shown below.
  Import Wizard Step 4 Validation.

   You can also download a validated file from this grid.

  Import Wizard Step 4 Download.

  • Step 5 - Click Show entities to see the newly created/updated entities in the applicable Main Screen grid.