Use the External Data Importer

You can import lists of parts, documents and files – and update your existing item records – using the External Data Importer tool.

Most attributes on the item's General, Attributes, and Notes tabs can be imported in the Item Master import file. Lists of related objects — BOM items, approved sources, references, materials, and file attachments — are imported using separate relationship import files.

General import procedure

Before importing your data, back up your database. The import tool makes significant changes to your database, and can overwrite data on previously-imported items. You cannot undo the changes it makes; you can only restore your backup database.

You should be the only user logged into the system when using this tool.

The evaluation software limits the number of items you can use without a license key. If you plan to import more than a few thousand items, request a software license key.

Procedures for importing legacy data into PDXpert are described in the help topic Initialize your PLM database

If you want to import a single bill of materials into an assembly's BOM, refer to the How to work with parts > Import a CAD BOM topic.

  1. Create your import file(s) after reading the relevant help topics for these files.

  2. Click on the Tools menu and select the External Data Importer... command, which opens the External Data Importer window.

    The External Data Importer... command is visible only to users with a Role that has been marked with the Manage as administrator permission.

  3. Select the type of data that you want to import: Item Masters, Bills of Materials, References, Sources, item and/or revision Files, or Materials.

  4. When importing Item Master data, you can specify whether new collection members should be created during import. If you want collection members created "on the fly", mark the appropriate Create missing collection member(s) checkboxes.

    The checkbox setting may apply to more than one column of the import file. For example, the Person checkbox controls member creation from data in the Trustee, Person1 and Person2 columns.

  5. Click the Import button, which displays the Open File dialog.

  6. Navigate to the file containing your correctly-formatted data, and click the Open button. The file is immediately processed.

    To stop the file processing, click the Cancel button.

    You can copy the status log messages to the Windows clipboard by clicking the Copy Status button.

  7. To close the Item Master Import window after your data has been processed, click the Close button.

After import, each new item is available within the PDXpert client for further editing and may ultimately be released on a change form, exactly as though you'd created the record manually.

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Help Guide Contents [PDF]