Import from CSV File

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Import from CSV File

TiCon4 allows existing BOMs to be imported so that they and the workpieces contained therein can continue to be used with minimal adjustment effort. The import is done via a CSV file.

Note:

The import file must have UTF-8-BOM or ANSI coding.

In Explorer, the "Import" button in the "Data Exchange" group of the ribbon includes an entry labeled "Workpieces" for the import. The same option is available above the context menu.

When you click the "Workpiece elements" entry, a dialog opens for selecting a CSV file. Once the corresponding file has been selected, the import window opens.

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Import window with column mapping

Column mapping in the Options tab:

Code (= mandatory field for import; according to the code rules in TiCon4), Index, Variant, Description, Resolution level, Quantity, Quantity unit, Element configuration, Type, Status and Keywords can be assigned to the columns of the csv file.

Note:

The workpieces can be allocated to a parent element. This is done via the "Resolution level" column in the CSV file, whereby it is possible to use dot notation or the hierarchical level.

Dot notation: The hierarchy is defined by dots. The top level has a dot. Workpieces that are assigned to a parent level have one dot more.

Hierarchical level: The hierarchy is defined by whole numbers. The top level has the number 1. Workpieces that are assigned to a parent level have the value of the corresponding hierarchy + 1.

In general: The assignment is always made according to the sorting in the CSV file. Workpieces that are to be assigned subordinately are always contained in the file directly below the workpiece that they are assigned to; however, the difference in hierarchy may only be one.

The following check boxes can be selected for further import settings:

Create BOM element

If this option is active, the assignment is made to a parent element, a so-called BOM element. This means that a new first row is created in the table ("Elements" tab). The default description is: "Parent BOM element", the code is: [WORKPIECE]. An individual code can be entered in the "Code-New" column. An own description can also be allocated. The first row corresponds to the resolution level 0. The code, index, and variant can be entered for the BOM element. The element configuration can be selected separately for this element, e.g. assembly. The BOM element contains the entire structure of the imported BOM.

Open element (only top level elements)

If this option is active after the import, all top level elements (= top level elements) are opened.

Import criteria

If the option is active, a table which contains all of the columns from the import file is also shown. This allows customer-specific values criteria to be assigned in TiCon.

Display of the elements to be imported in the Elements tab:

The workpieces are imported in the same manner as the Import von Bausteinen, meaning, for example, that the same import actions are available.

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Display of the workpieces to be imported

Selection of the applicable element configuration in the element configurations tab

For all elements of an element configuration to be imported, another element configuration for workpieces stored in the administration can be selected by drop-down selection.

Only element configurations are displayed for selection for which the user is authorized in the selected folder.

For subordinate workpieces, only element configurations can be selected that may be used in the element configuration of the superordinate workpiece.

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Note:

Only element configurations of the "Workpiece" element type can be selected as element configurations, e.g. "Assembly" [AS], "Part" [PT], and "Drawing" [DW].

Languages tab:

Here you can also select the language for the elements to be imported.

Clicking on Start import, starts the import process and opens the job list.

Note:

After importing, the workpieces exist as global elements in TiCon4.

The import of local elements is not supported.