Use * for any organization when the associated screen in HxGN EAM does not have an Organization.
Upload Utility cannot null a field that has already been populated.
To prevent mapping file errors in HxGN EAM, format the columns of Excel files as Text to preserve the values for mapping. For a delimited file, enclose the mapping values in quotes (e.g., "00013"), top reserve the values for mapping.
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Open the HxGN EAM Upload Utility.
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Specify this information:
Upload From
Specify an Excel or delimited file to upload.
Browse
Click to locate the file. Select the file to upload, and then click Open. The path and filename are specified in Upload From.
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Specify one of the following options for an Excel file or a delimited file:
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To upload an Excel file
Select the name of the file you want the Excel Sheet to upload. Skip selecting a delimiter in the next step.
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To upload a delimited file
Continue to the next step to select a delimiter.
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Select a delimiter, and then click OK.
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In Upload To, select the table to which to upload the file.
Click View/Edit Upload File to open the file specified in Upload From using the default application associated to the file type.
Click Refresh to read the file specified in Upload From if changes were made to the file.
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Optionally, select the Read First Row as Field Names check box to upload the delimited file with the first row of the file containing field names (or column headings).
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Optionally, select the Update Existing Records check box to update existing records with the new uploaded data, e.g., you may change the quantity on hand for several items already existing in the system.
If unselected, duplicate records will not be uploaded.
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Highlight any pair of fields between the Fields in Upload File and the Fields in Destination Table and then click Map Pairing to map the pair.
Click Un-map Pairing to un-map the pair. Data is removed from the Mappings box.
Click Auto Map to map each field in the Fields in Upload File box with a record in the Fields in Destination Table box of the same name.
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Click Upload Data. A confirmation is shown once the upload is completed.
If the upload finished with at least one error, the upload file changes to a new
file that contains failed records so updates can be made and the upload can be tried
again.
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Click Save to save the mapping details.
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Specify this information:
Name
Specify a name to identify the mapping.
Default
Select to set this mapping as the default.
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Click Save.
It is assumed the same columns exist in the new file as existed when the mapping
was saved. If there are not enough columns in the new file, the missing columns are
un-mapped.
The Delete button deletes the selected mapping, while the Clear button clears Saved Mapping and clears the screen.