Import Content to a Master Datasheet

This topic describes how to import content from a Microsoft Excel spreadsheet to a master datasheet. This is useful if you want to quickly edit existing rows or add new rows to one or more master datasheets without having to open and modify each master datasheet in Smartflow separately.

You must have configured Import Key Columns on the master datasheet before you can import to it. For more information, see Edit Master Datasheet Settings.

You can create a template file for the import by first exporting a master datasheet. For more information, see Export a Master Datasheet Configuration. After exporting and modifying the content in the spreadsheet, you can then import the file. The import file only needs to contain the changed or new content for the master datasheet; it does not need to contain the entire master datasheet. Existing content that is not modified by the import file will remain unchanged in the master datasheet.

Note: Master Datasheets is a separately licensed module and must be enabled in Admin  > Modules before the functionality can be used.

  1. In Admin  , from the Access Admin Function primary drop-down list select Export / Import Configuration. From the secondary drop-down, select Import Master Datasheet, and then click Go.
  2. For Select Target Master Datasheet, select an existing master datasheet to import content to. If you need to create a new master datasheet, see Create a New Master Datasheet.
  3. For Import File Type, select XLSX.
  4. Click the Browse button next to Please select a File to import, navigate to the appropriate file to import, and then click Open.
  5. For Select location for file objects (Image columns), do one of the following:
    • Select DAL to store any images from the import file to DAL.
    • Select FTP to store any images from the input file to an FTP site, and then click Select to choose the folder on the FTP site where you want to store the images.
  6. For Please add import name/tag, enter identifying text that you can use to later find and isolate content that was changed or added during the import.
  7. Click Validate to validate the content and start the import.