Import product parts list from file

Only files created from a supplied template can be imported as product parts lists. The template can be downloaded, edited and uploaded during the process.

A file can be used for multiple products and multiple product parts lists.
The file is in *.xslx format.

Prerequisite

Expert or Administrator role

Procedure

  1. Open the Product parts lists menu.
    Product parts lists
  2. Select in the header.
  3. Select Import from file in the drop-down list.

    psm_product_setups_import_file_window

Download template

The file of a product parts list must be created on the basis of a supplied template. This template can be downloaded, edited and saved under the name of the product parts list in the Import product parts list dialog window.

This step can be skipped if the file of the product parts list has already been created on the basis of a supplied template.

  1. Select the desired template from the Select an import/export template drop-down list.
  2. Select Create empty template from the drop-down list.

    The template opens as an Excel file.

  3. Enter the data in the Excel file and save as a product parts list in the file manager.

Import product parts list

The product parts list is available as a *.xslx file.

  1. Select the template used for the file from the Select an import/export template drop-down list in the Import product parts list dialog window.
  2. Click on Select.

    The file manager opens.

  3. Select and open the product parts list (*.xslx file) in the file manager.

    The selected file path appears in the Select a product parts list input field.

  4. Use Import to upload the file to Product setup management.

The created products are displayed in the overview. Clicking on each product opens its respective Variants/versions dialog window, in which all product parts lists of the product are listed.