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Table Import

The Table Import enables the creation and updating of inventory data from Excel files. Larger data sets can be efficiently transferred into the system.

Open the Form

Navigate in the menu to Inventory --> Table Import. The view opens with two tabs:

  • Table Import -- Upload and processing of Excel files
  • Field Settings -- Configuration of column mapping

Procedure

  1. Select template: Select an import template from the dropdown list. The template defines the mapping of Excel columns to inventory fields.
  2. Upload Excel file: Upload the Excel file (XLS, XLSX) via the upload field.
  3. Set options: Select the desired import options (e.g., update existing records or only create new ones).
  4. Start import: Click on Import to start the process.
  5. Review result: After completion, a summary with success and error messages is displayed.

Field Settings

The Field Settings tab manages import templates. Each template defines the mapping between Excel columns and inventory fields.

Element Description
Template Name Designation of the import template.
Source Column Column designation or index in the Excel file.
Target Field Inventory field to which the value is mapped.
Required Field Indicates whether the field is required for the import.

Typical Use Cases

  • Initial population: When starting the system, existing inventory lists are imported from Excel.
  • Update: Periodic updates of device information via standardized Excel files.
  • Tenant migration: Transfer of inventory data from another system via the export/import route.

Technical Notes

File Formats

Supported formats are XLS and XLSX. The file must match the structure of the selected template.

Data Quality

Faulty or incomplete rows are listed in the result report. Required fields such as inventory number, manufacturer, and model must be present in the source file.

  • Import templates must be set up before first use.
  • Existing records can be updated or skipped depending on the import option.
  • Access to Table Import requires appropriate user permissions.

See also: Create Inventory (manual entry) · Quick Entry (import from PDF)