Import Master Data

With the FACTON Excel import, you can import your own master data from Excel and update imported master data.

Resources Global Properties Selection Lists
  • Work Step
  • Commercial Measure
  • Machine
  • Material
  • Special Direct Cost
  • Technical Measure
  • Fixture
  • Tool
  • Exchange Rates
  • Location Factors
  • Overhead Rates
  • Wages
  • Supplier
  • Commodity Group
  • Tool Classification
  • Fixture Classification
  • Business Unit
  • Purpose
  • Industrial Sector
  • Location
  • Labor Group

The Excel import consists of two steps:

Generally, the Excel template is imported row by row. If an error occurs, the import is interrupted and an error message appears. This message contains the cause of the error, so it can be debugged straight away, e.g. the respective row and/or column number of the missing values.

Note

If a cell is left »empty« when updating the master data, this means that the previous value is retained.

If you wish to reset a value as part of an update, you must enter »#DEFAULT« in the cell.

Step 1: Import Master Data

Note

Before you import the master data, publish local changes so that no changes can be lost. If errors should occur during the import, changes can be undone by discarding them.

Import Master Data

  • You are logged in as Master Data Administrator.
  • You are in the Master Data workspace.
  1. In the ribbon, click on Manage ► Data Exchange ► Import from File.

    The FACTON - Select file to import dialog opens.

  2. Select the .xlsx file you want to import.
  3. Click on the Open button.

    All sheets of the Excel file are imported.

    If an error occurs, a detailed error message is displayed at the end of the import.

Tip

If you want to exclude selected sheets and/or Excel columns of the Excel file from the import, insert a # symbol such as »#Table2« in front of the sheet name.

Step 2: Publish Imported Master Data

Publish Changes

  • In the ribbon, click on File ► Publish All.

    All existing changes are published.

Note

After publishing, it is not possible to undo changes.