Importing data in spreadsheets

Import Drawings

External data available in tables or spreadsheets can be quickly imported into WeldTrace when it is available in a CSV (comma separated values) file and formatted correctly. The system of importing data works the same way across all the areas in WeldTrace wherever you see the "Import CSV" button. This article explains how to import data into Drawings. 
Import Drawings
  1. Click here to import drawings; 
  2. Click here to import drawings and tags together;

Download the template file

Import Drawings - download the template
  1. Download the template file. This file is in the .csv (comma separated values) format. You can use Excel to edit the file, but you need to save it in the .csv file format; 
  2. Once you have entered the data and saved the file, click here to upload it (please read the section below);
  3. The Create button will be enabled after the data has been parsed and if there are no errors in the data (please see below);

Enter data into the template file

Import drawings CSV template file with data
Open the template with Excel or another program that can be used to edit csv files;
  1. Do not edit the header row and do not change the order of the columns. The import process will not work if you make any change to the header row;
  2. Enter the data. Please check the knowledge base article for adding the data one at a time to find which fields are mandatory and which ones are optional, for using special characters, number of characters, etc;
  3. You will notice that "&" has been used here. It is a special character that is not allowed in the drawing number field and it will not be accepted when you perform the import;
  4. Please use the date format that is set for your account. If your account is set to dd-mmm-yyyy date format, do not change the data to mmm-dd-yyyy format;
Idea
Set Excel to stop auto formatting or automatically converting data into different format by File -> Options -> Data -> Change default data conversion to prevent text from being changed to number, etc.

Upload the csv file

Import drawings - verification of data
WeldTrace will read the csv file and evaluate the data. If there are any errors a warning message as shown in the screenshot above will appear.  Data that is not acceptable or with some errors will be in red text and highlighted in a red background.
  1. The error here is for a duplicate drawing number (the error may occur for unacceptable special characters in the primary field); 
  2. Even though the date is a proper date, it was entered as Feb-7 or 2/7, which could be interpreted as 2 July 2021 whereas the account uses the dd-mmm-yyyy format;
  3. The tag L103 does not exist, which is why the data is highlighted;
  4. The Create button will be disabled if there are any errors. You need to correct the data and try uploading the file again until none of the cells are highlighted. If there are no errors, click here to add all the drawings to the project drawings library;
Alert
This step adds only the data to the Drawings library. To bulk upload the drawing files, please check this article: Bulk File Upload

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