Import Items

After performing the administrative configuration of the application, you can import items. For it, you should use Import item (AIM_Import).

For AIM to perform updates on items you need to:

• Establish mapping between columns, checked from the Excel file, and properties on Main Item Type (and/or relationships). Properties mapping change is available only in the Mapping stage.

Make sure to fill the excel file like in the example:

To create a new Import:

1. Navigate in TOC to the Import Manager > Import
2. Create a new Import item.
3. Fill in the required fields:
   1. Import number – unique identifier from Innovator.
   2. Name – an identifier for users.
   3. Main Item Type – item type will be used as item after import.
   4. Import Mode – use change item or import as-is.

5. Import Type – use relationship structure or import flat structure.
6. Configuration Name – use one of the existing configurations.
7. Worksheet – name of worksheet.
8. Header Row Position – specify a header position, so the import will locate where data should be taken as headers.
9. First Row – index of the first row to be checked from the Excel file (use 2 in case you have a header as a first row).
10. Last Row – index of the last row to be checked from the Excel file (use –1 to read till the end of file).

4. Press the Save button.

Following is the list of properties and their functions:

• Import Number – technical property, a sequence.
• Name – name of the Import item.
• File – excel file with data of items that will be imported.
• Main Item Type – type of imported items.
• Configuration Name – list with available configuration. It is mapped with the name from Available Import relation of Configuration Import.

• Import Mode
• With Change – import using Change Item like ECO.
• Ad Hoc - is a direct change.
• Import Type
• Flat – import items without relationships.
• Parent-Child - import with connection parent-child
• Change Item – it is hidden by default. Available only if Import Mode = With Change. Users can select existing ECO items, otherwise it will be created automatically.
• Worksheet – name of sheet from uploaded Excel file. If the field is empty, the first sheet will be used from the file.
• Header – flag, meaning sheet has predefined labels in the first row of uploaded sheet.
• Row Position – row number of the header.
• First Row– the row number from which the import begins. It’s “2” by default.
• Last Row – the row number where the import ends. It’s “-1” by default to be not limited and read to the end of the sheet.
• Quick LC View – colored depending on the on states.
• Configure: User selects import configuration (type, mode, etc.) and data (file, sheet, etc.).
• Mapping: User map columns from Excel with properties from Innovator.
• Staging: Automatic step.
• Validating: Review validation results.
• Imported: Import succeeded, review results.
• Validation Result – validation summary.
• Import Result – Import Summary

Import has three relationships:

• Columns Mapping – map properties with Excel data.
• Validation Results – store validation results.
• Import Log - store import results.

This relationship allows you to set up a column mapping that you would like to import to Innovator from an uploaded Excel file:

The list of properties and their description are as follows:

• Index, Column - extracted from the Excel file.
• Header - extracted from the Excel file.
• Target – choose which ItemType to map to. Not applicable for Main Item/Parent/Child.
• Mapped To – choose which Innovator property to map to.
• Property Label - actual label of property.
• Property Type - data type of the property
• Required - flag to indicate the property is required.
• Metadata - additional information for mapping and advanced control of the mapping.
• From File - flag to indicate which row comes from the Excel file.

It allows you to save a mapping in all states of importing and share it with other users. Note that saved Columns Mapping are read-only.

To find Saved Mapping navigate TOC to the Import Manager > Mappings. They are available only to Import Managers identity members by default.

To save or load existing mapping, click on the Mapping icon on the Import Item/Column Mapping relationship:

To create new Mapping:

1. Click on the Mapping button.
2. Click Save Mapping.
3. Choose a New Action.

4. Set any Name.
5. Add an Identity in Shared With field to share the mapping.
6. Click Done.

To Load Mapping:

7. Click on the Mapping action under the Columns Mapping tab of the Import item.
8. Click Load Mapping.
9. Find and select the necessary saved Mapping.
10. Press the OK button.
11. Save the import item to apply changes.

Validation Result and Import Logs inform about incorrect import configuration or mapping and help to fix the issues.

The list of the properties and their description are as follows:

1. Row – Excel file row number.
2. Severity - level of error/log.
3. Message - either “Validation Rule” name or Import Manager step where the error occurred.
4. Description - short text about the cause of error.
5. Details (only on import log) – more information about the result/log.

• Fatal: Unmanaged error, needs Administrator’s attention.
• Error: Validation rule with Error level failed, will block the full import if unsolved.
• Warning: Validation rule with Warning level failed, will skip the line if unsolved.
• Info: Validation Rule with Info level failed, only to inform the user, will not impact the import.
• Log: Validation Rule with Log level failed or additional log information from the system. No impact on the import.

• Fatal: Unmanaged error, either:
• from the import logic, needs Administrator’s attention. Can cause unstable result.
• from an action on an item that caused an issue. The line is skipped, import proceeds with the rest of the data.
• Error: Pre-Validation Rule of Error level failed, no rows will be processed.
• Warning: Pre-Validation Rule of Warning level failed; the row will be skipped.
• Info/Log: No impact on the import.