If you are moving from a different system to iTWO cx or are in need of uploading a large number of documents to the Publication Space, the excel import utility can be used to achieve this goal.
Download the Excel Template
1. In the Project toolbar click on the Cog icon.
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4. Click on Download Excel Template.
The Excel Template
Across the top of the template are the standard fields along with custom fields. Column A to I are the standard fields (refer here for how to edit standard fields), columns J onwards are custom fields (Refer here for how to create and edit custom fields).
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The required fields will also be highlighted with a red * asterix.
Fill in the Excel Template
Fill in the mandatory fields in the excel template.
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| Tip |
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It is recommended that you use the iTWO cx excel template for your imports. However, if you have a custom excel file with your data filled in already iTWO cx can match those columns to the user fields configured on your project. See how to do this below. |
Upload the Excel File Wizard
After all the data has been filled in on the excel template.
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The Import Utility Wizard will open.
Column Matching
If you uploaded a custom excel file with Columns that do not match the Columns already configured on your project this step in the Wizard will let you match them together.
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7. Once all the Column matching is done. Click Next.
Excel Errors
The errors page shows errors detected on the excel file. Validation is performed on Mandatory values that are missing.
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| Info |
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| Please note that you will need to go to start of the import by clicking Back and then upload the updated excel file to proceed. |
User Fields
This tab will display user field options that do not match with the options for that user field on iTWO cx.
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You will be required to map the unmatched user field value with one of the existing values OR if you have the rights to add new user field options you can select add options(Click herefor how to add options on the fly).
Folders
This tab will display folder locations listed on the excel file that are not currently in the publication space.
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Select an existing folder - you are given the option to replace the folder location on the excel file with a folder that already exists in the Publication space.
Attachments
This tab is where you upload the actual files that are listed in your excel file in the filename column.
Attachments Errors
This tab will display a list of Document attachments (uploaded in the previous tab) that did not match the file names in the excel file - in the filename column, or attachments that are completely missing (not uploaded).
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Upload a ZIP File to with the relevant documents and iTWO cx will try to match them for you.
Transmittal Field
The final step in the wizard is to complete the Transmittal tab. This includes selecting required fields, the rev status and attaching any additional files required on the transmittal.
Summary
Once the import has finished a Summary of the import results will be displayed.
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