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Version : 17.4

Perform Excel Import

Performing an Excel import consists of the following steps:

Import Configuration​

In order to use a specific configuration, you have to import the XML configuration in the ADONIS Administration first:

  1. Go to the Settings page.

  2. Right-click Excel import, and then click Create.

  3. In the Configuration name box, enter a name for your configuration, and then click OK.

  4. Click Import and upload the XML configuration file. The content of the configuration file will be displayed in the Setup box.

  5. Click Save.

The configuration is saved. You can now import objects from any Excel file that corresponds to the configuration.

Import Excel File Template​

For each configuration you can import a suitable Excel file as a template in the ADONIS Administration.

  1. Go to Settings > Excel Import.

  2. Select the configuration for which you want to import a template.

  3. Click Import Excel Template and upload the Excel file. The template's name will be displayed in the Template box.

  4. Click OK.

The configuration is saved. The template is now available for download in the Excel import dialogue in ADONIS. Users can download the template, capture objects in it, and then import the objects.

Import Objects from Excel in ADONIS​

Once you have imported an XML configuration file, you can import objects from any Excel file that corresponds to the configuration in ADONIS:

  1. Select the object group in which the new objects shall be created in the Object Catalogue.

  2. Right-click the object group, point to Import/Export, and then click Import objects from Excel. A dialogue window opens.

  3. Select the desired configuration from the drop-down list Select configuration.

  4. Enter the path and name of the import file into the field Excel file (either manually or via the Select file… support dialogue ).

  5. Click Next. Another dialogue window containing an Import preview opens. Review the information to verify that the collected data is processed properly.

  6. Confirm with Import. The data is imported and a confirmation box appears. Click Details to verify if the import was successful. Then close the box.

Additionally, you can:

  • Download a suitable Excel file as a template. In order to do so, click the Download template button . You can capture objects with this template, and then import the objects.

After the Import​

After a successful import, you can find the imported objects in the Object Catalogue:

  • Objects which already existed in the repository before the import and were only updated can be found in their usual location in the Object Catalogue.

  • When you import objects for the first time, the imported objects will be saved in the object group "_Unassigned\<user name>\Excel-Import <date>\<object type>".

<user name> is the user who was used for the import, e.g. "Admin".