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Features

August 24, 2026 12:17 PM
2 min read

Import Summary

After finishing Validation with any result (Success, Error) you will get a section with information about processed lines with count of items with Success, Error, Warning or Note. The Validation Result section is shown on screen below:

After finishing Import with any result (Success, Error) you will get section with information about processed lines with count of items used for importing successfully or not. Also, you will get information about the count of items that were created or updated:

Import Types and Modes

AIM allows Import Items into Innovator from Excel files. It also allows users to import two Import Types of data:

  • Flat.
  • Parent-Child.

User items can be imported through two Import Modes:

  • AdHoc.
  • With Change.

AIM provides two Configurations by default:

  • Part.
  • Part BOM.

These two configurations allow AIM to work with different Import Types and represent Methods for Work with Change Management. Every import should be created using a combination of:

  • Import Type (Flat, Parent-Child), and
  • Import Mode (AdHoc, With Change).

Description of Import Mode/Type combinations:

Type

Mode

Flat

Parent Child
AdHoc
  • Imports Items as-is into Innovator, as users can add them manually via UI.
  • Main ItemType can be any Item Type.
  • AIM creates/updates items based on the data from the file.
  • If an item already exists in Innovator, then AIM updates the existing item.
  • Imports relations between items.
  • Main ItemType for this import should be an ItemType representing Relationship.
  • AIM creates/updates/deletes items based on the data from the file.
  • Imported item will be used as relationship and connect parent and child items. (e.g. Part BOM will connect parent Parts to child Parts).
  • If item already exists in Innovator with properties, then Import Manager updates existing item.
With Change
  • Extends Flat behavior but item will be added to Change Item as Affected Item with Add or Change (when item is in Release state) action.
  • Extends Parent Child behavior but item will be added to Change Item as Affected Item with Add or Change (when item is in Release state) action.
  • Every relationship item will be added to the item before assignment.
Note
By default, the represented Part BOM configuration for With Change works with Simple ECO.

When creating import, and promoting it to the Mapping state, required item type properties should be associated with columns from the Excel file.

For example, after importing an Excel file with data as in the image below:

AIM in importing state reads headers and creates Column Mappings:

On this image Header values were taken from excel file from row specified in Header Row Position, highlighted on the image below:

After starting mapping, the headers can be associated with Innovator properties. To select property, firstly choose an item type which contains property. It is allowed by choosing Target on relationship. Target represents an item that will be updated at the end of the import.

Flat

Parent Child
Main Item
  • Properties from this Target will be used in create/update process with type taken from Main Item Type.
  • Properties from this Target will be used in create/update process with type taken from Main Item Type and will use source_id and related_id to create association between items.
Parent Column will be skipped.
  • Find item where properties are equal columns and use that item as source_id.
Child Column will be skipped.
  • Find item where properties are equal columns and use that item as related_id
N/A Column will be skipped. Column will be skipped.

In the image below is a highlighted column with the Target property on the Columns Mapping relationship: