Spreadsheet Imports - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Contracts Help (3.02)

Language
English
Product
EcoSys
Search by Category
Help
EcoSys Standard Version
3.02

Users have the option to import data directly into EcoSys using Spreadsheets. Data can be imported into existing spreadsheets either from an Excel file or from tab delimited files. The data once imported into the spreadsheet can then be saved in EcoSys.

Import file prerequisites are as follows:

  • The first row of the Excel file or the tab delimited file should contain the column header information.

  • The sequence of the columns does not matter providing the column headers match.

  • File to Import - This is the external file that the user wants to import into EcoSys.

  • Format - The user can specify whether the input file format is Excel or tab delimited. By default, Excel is selected.

  • Import Rule for Incoming Records - One of the following options must be selected:

    • Create New / Update Existing - This option will update any existing rows with the same unique identifier; e.g., Hierarchy Path ID. If the identifiers do not match, then a new row is created.

    • Create New / Fail Existing – If a row does not match an existing identifier, a new row is created. If the row matches an existing identifier, a new row is not created, the data is not updated, and an error is written to the EcoSys log.

    • Create New / Ignore Existing - If a row does not match an existing identifier, a new row is created. If the row matches an existing identifier, a new row is not created, the data is not updated, and an error is not written to the EcoSys log.

  • Preview data before saving: Choose to view the data imported prior to saving the data. If this is not checked, the data will be automatically saved.