Importing Items

Items can be imported from:

When importing .csv or .tdl formats, you can define which Vault Professional attributes to import and then save this configuration as a mapping scheme. You can then apply the mapping scheme each time you import data. Items to be imported are checked to determine if there are conflicts with items that already exist. If any conflicts exist, they must be resolved before importing. Once a file is imported, a summary is displayed that can be printed or e-mailed.

For best results when importing a .csv file exported from an external application, export it from the other application using Unicode (UTF-8) encoding to ensure that all characters are imported into Vault Professional accurately.

If you do not map the following attributes, the default Vault Professional values are used:

Attribute

Default Value

Item Category

General

Unit

Each

State

Work In Progress

Revision

 

If an item is imported from ERP and its category specification of revision scheme does not match the default scheme, Vault Professional attempts to match it to all other defined schemes. If it cannot match it to an existing scheme, then the item is not imported.

When items are imported from either MSMQ or from .dwf files, the associated files are attached to the item. The files are treated like manually attached files. New files brought in during the import process are stored in a vault folder labeled Imported Item Documents. The files are organized within the Imported Item Documents folder by date and time. Once in the vault, the attached files can be moved to any location. If a file is already attached to the item in the item master, a new version of the file is added to the existing location in the vault.

Import items

Only ERP Managers and Administrators can perform ERP tasks.

  1. In the Navigation pane, select Item Master.
  2. From the File menu, select Import Items.

 Import from Microsoft Message Queuing or another configured system

  1. In the Import Wizard, select MSMQ as the source and then click Next.
  2. The Specify Job screen lists of all the jobs available for importing into Vault Professional. Select a job from the list. The details about the job including the job title, item count, and the date it was created are displayed in the Detail box.
  3. Select the Vault Professional category to use from the drop down list. If a category is not selected, the default category is used. If the category defined in the import file does not match a category defined in Vault Professional, you must create a corresponding category in Vault Professional.
  4. Click Import.
  5. Use the Preview Results screen to resolve conflicts encountered while importing. Resolve the conflicts, and then click Next. All conflicts must be resolved before Next is active.
  6. The View Results displays the result of the import, including those items that were successfully imported and those that were not.
    • Click Print to print the results.
    • Click Send to send the summary information by e-mail.
  7. Click Finish.

Import a .csv file or a .tdl file

Note: For best results when importing a .csv file exported from an external application, export it from the other application using Unicode (UTF-8) encoding to ensure that all characters are imported into Vault Professional accurately.
  1. In the Import Wizard, select Other as the source and then click Next.
  2. On the Specify File screen, select either CSV or TDL.
  3. Specify how the BOM levels are indicated in the file to import:
    • Choose Level Numbers if the file organizes items using outline numbering:

      Level

      Item Number

      Title

      1

      000011

      Main Assembly

      1.1

      000012

      Part

      1.2

      000013

      Subassembly1

      1.2.1

      000014

      Subassembly2

      1.2.1.1

      000015

      Part1

    • Choose Parent Item if the file organizes items by parents:

      Parent

      Item Number

      Title

      <top>

      000011

      Main Assembly

      000011

      000012

      Part

      000011

      000013

      Subassembly1

      000013

      000014

      Subassembly2

      000014

      000015

      Part1

  4. Select the Vault Professional category to use from the drop down list. If a category is not selected, the default Vault Professional category is used. If the category defined in the import file does not match a category defined in Vault Professional, you must create a corresponding category in Vault Professional.
  5. Enter a path and file name for the file to import or click Browse and locate the file.
  6. Click Next.
  7. In the Specify Mapping screen, drag field names from the Import File list on the left and drop them on the corresponding Vault Professional attributes on the right. Click Previous and Next to scroll through the values in the import file. To remove an attribute from the Vault Professional list, drag it back to the Import File list. If an Import File field is already mapped to a Vault Professional attribute, you can not map it again unless you remove it from the Vault Professional list first.
    Note: The Item Number attribute must be mapped.
    • Once you specify the mapping, it can be saved and used each time you import files. Click Save Map. In the Save Mapping Attributes dialog box, browse to a location and enter a file name for the mapping displayed in the Vault Professional list. Maps are saved as .xml files. Click Save.
    • To load a mapping file, click Load Map. In the Load Attributes Mapping dialog box, browse to the location where the mapping file (.xml) is saved and then click Open. The Vault Professional attributes list is changed to match the mapping specified in this file.
    • To reset the mapped fields, click Clear Mapping.
  8. Click Next.
  9. The Preview Results dialog box lists the items to import. If there are any conflicts, either:
    • Double-click the conflicting item to resolve the conflict.

      Or

      Turn on the Ignore all items with conflicts check box.

  10. Click Next.
  11. The View Results displays the result of the import, including those items that were successfully imported and those that were not.
    • Click Print to print the results.
    • Click Send to send the summary information by e-mail.
  12. Click Finish.

Import a .dwf or .xml file

  1. In the Import Wizard, select Other as the source and then click Next.
  2. On the Specify File screen, select either Design Web Format (DWF) or XML.
  3. Select the Vault Professional category to use from the drop down list. If a category is not selected, the default Vault Professional category is used. If the category defined in the import file does not match a category defined in Vault Professional, you must create a corresponding category in Vault Professional.
  4. Enter a path and file name for the file to import or click Browse and locate the file.
  5. If you have user defined properties, you can map them to item attributes in Vault Professional. In the Specify Mapping screen, drag field names from the Import File list on the left and drop them on the corresponding Vault Professional attributes on the right. Click Previous and Next to scroll through the values in the import file. To remove an attribute from the Vault Professional list, drag it back to the Import File list. If an Import File field is already mapped to a Vault Professional attribute, you can not map it again unless you remove it from the Vault Professional list first.
    Note: The Item Number attribute must be mapped.
    • Once you specify the mapping, it can be saved and used each time you import files. Click Save Map. In the Save Mapping Attributes dialog box, browse to a location and enter a file name for the mapping displayed in the Vault Professional list. Maps are saved as .xml files. Click Save.
    • To load a mapping file, click Load Map. In the Load Attributes Mapping dialog box, browse to the location where the mapping file (.xml) is saved and then click Open. The Vault Professional attributes list is changed to match the mapping specified in this file.
    • To reset the mapped fields, click Clear Mapping.
  6. Click Next.
  7. Click Next.
  8. The Preview Results dialog box lists the items that to import. All conflicts must be resolved before Next is active. If there are any conflicts, either:
    • Double-click the conflicting item to resolve the conflict.

      Or

      Turn on the Ignore all items with conflicts check box.

  9. Click Next.
  10. The View Results displays the result of the import, including those items that were successfully imported and those that were not.
    • Click Print to print the results.
    • Click Send to send the summary information by e-mail.
  11. Click Finish.
Parent topic: Items Administration