If you are moving from a different system to iTWOcx 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.
2. Click on Utilities.
3. Click on Import to Publication Space.
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4. Click on Download Excel Template.
The Excel Template
From June 2019, the excel template that is downloaded will be a dynamic one.
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The required fields will also be highlighted with a red Asterix.
Filling 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 iTWOcx excel template for your imports. However, if you have a custom excel file with your data filled in already iTWOcx can match those columns to the user fields configured on your project. See how to do this below. |
Uploading the Excel File Wizard
After all the data has been filled in on the excel file.
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You will now be taken to the Import Utility Wizard
Column Matching
If you uploaded a custom excel file with Columns that did not match the Columns already configured on your project this step in the Wizard will let you match them together.
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Once all the Column matching is done. Click Next.
Excel Errors
This tab will show you any errors that you may have on your 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 important by clicking Back and then upload the updated excel file to proceed. |
User Fields
This tab will display any user field options that did not match with the values for that userfield that already exist on iTWOcx.
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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.
Folders
This tab will display any folder locations listed on your excel imports 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
On 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 - in the filename column , or attachments that are completely missing (not uploaded).
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Upload a new document against the correct row to.
Transmittal Fields
The final step in the wizard will be to complete any Transmittal fields that need to populated including fields, Rev status and any attachments that belong on the Transmittal.
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Upload a ZIP File to with the relevant documents and iTWOcx will try to match them for you.
Summary
Once the import has finished a Summary of the import results will be displayed here.
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