Table Import¶
The table import loads data from Excel or CSV files. As in V1, one row can populate several main tables coherently: customer, inventory, category assignment and calibration are created in a single pass and linked automatically.
Supported Formats¶
| Format | Extension | Note |
|---|---|---|
| Excel | .xlsx, .xls |
Only the first worksheet is imported |
| CSV | .csv |
UTF-8 recommended |
The first non-empty row is treated as the header row; blank rows are skipped. Up to 1000 data rows are processed per import.
Import flow¶
Step 1: Upload¶
The table import is the fourth tab of Quick entry (/inventory/quick-entry/table-import). A preview is loaded right after picking a file:
Step 2: Column mapping¶
Each detected column is mapped automatically — matched by field name (api_name), label, column name and V1 metrology code, per target entity. Every mapping can be changed or set to "ignore". Target entities:
| Target | Matching / behaviour |
|---|---|
| Inventory | Matched by asset number; create or (optionally) update |
| Customer | Matched by name, falling back to customer number; create or (optionally) update. New inventories of the row are linked to the customer |
| Calibration | Always created new and linked to the row's inventory; duplicates (same device, date and certificate) are skipped |
| Category | Matched/created by name; the row's inventory is assigned to the category |
Step 3: Preview and import¶
The preview classifies each row (New / Update / Skipped) and shows the mapped values. With "Update existing" enabled, matched customers/inventories are updated, otherwise skipped. The import runs in one transaction:
After the import¶
The result toast summarises created and updated records per entity, linked categories, and skipped rows.
Permissions¶
The import entry point requires inventory_edit. When columns are mapped to further entities, these are checked additionally: customers_edit (customer), calibration_edit (calibration), category_edit (category).
See also: Quick Entry · Creating inventory