Allows you to load data created or edited in a Microsoft Excel spreadsheet, compare the data with existing data, create a new document with the same name as that of the Excel file from which the data is being loaded, and attach files to that document.
Excel file - Selects the Excel file to import. Click 
to select the file.
You can import a Microsoft Excel 97-2003 spreadsheet (.xls) or Microsoft Excel macro-enabled
spreadsheet (.xlsm) or Excel Microsoft Office Open XML spreadsheet (.xlsx).
Template - Selects the template document to use when importing an Excel file. Click to select the file.
Import Document - Stores the spreadsheet in SmartPlant Foundation attached to a new document that is named after the spreadsheet. You can change the name in the new document form if required.
Run Compare - Compares the data in the Excel file to the existing SmartPlant Foundation database. If Import Document is not also selected, the Compare Scope options are enabled to indicate if the compare should be done by object or by a selectable Container ID. A View window appears showing the comparison results between the imported data and the data that already exists in SmartPlant Foundation.
Add objects to New Items window - Places objects imported from the Excel file into the New Items window.
Main Details
Name - Creates a document with the name specified.
Description - Creates a document with the description specified.
Details
Title - Creates a document with the title specified.
Status - Creates a document with the configured status. This is configured as a read-only field by default.
Owning Group
Item owning group – Associates the selected owning group to the document being created.
Revision Details Section
Revision scheme - Creates the document with the selected Revision Scheme.
Major Revision - Creates the document with the Major revision specified. By default, this file is automatically populated based on the selected Revision Scheme.
Minor Revision - Creates the document with the Minor revision specified. By default, this is automatically populated based on the selected Revision Scheme.