1.1.5.4. Importing data in the wizard

  1. Start the wizard by clicking on the Article assignment wizards button > Default sub-item[2].

    -> The Article assignment wizard - standard dialog box opens.

  2. Select the Source tab and click on the Catalog Selection button....

    [Note]Note

    If you have already selected the CSV catalog in the main window (also via the Catalog Selection... button [see above ]), this point is omitted here.

    -> The "help_data" catalog that has already been imported is displayed in the Select options dialog box.

  3. Select "help_data" and confirm with OK.

    -> The data is displayed in the Catalog content dialog area.

  4. Click Next.

    -> The view switches to the Default tab (in future "Standard").

  5. Determine the standard by selecting a suitable attribute.

    To do this, expand the list field and select either NORM or MANUFACTURER_IDENT.

    [Note]Note

    The NORM column already contains the standard designation [Standard name] extracted on its own, for example DIN 913. The MANUFACTURER_IDENT column, on the other hand, contains all the information in a string, so that the appropriate part must be extracted. This intelligence is implemented in the wizard so that you can also select this column. (Some CSVs extracted on the customer side actually contain all the information in just one column).

    Close the list field. Ideally, all existing rows are matched and entered in the "Standard" column (which is the case here in the example).

    The "Standard" column now contains the standard.

    The "Standard" column now contains the standard.

    Click Next.

    -> The view switches to the Standard number tab.

  6. Tabbed page Standard number .

    1. In the list field, select the attribute for the standard designation (here again "MANUFACTURER_IDENT").

    2. Select the part of the text that best represents the standard designation (here "DIN913" as an example).

    Click on the Verify button.

    -> 21 of 25 lines have been matched.

    [Note]Note

    You can now move on to the next tab and continue with the matched rows or continue with the same method until all rows are matched (which is what we are doing here in the example).

    Select a new line that has not yet been matched (line with "No match") and again select the part of the text that best represents the standard designation (here "DIN 179" as an example).

    [Note]Note

    The reason why no match was possible here is that there were two text components between which the wizard algorithm could not decide, namely "DIN 179" and "A".

    Click Verify again.

    -> Now all lines have been matched.

  7. Click Next.

    -> The view changes to the Shape tab.

  8. Tabbed page Shape.

    1. Select the attribute for the form in the list field (again "HERSTELLER_IDENT"; for didactic reasons we make it a little more difficult than necessary).

    2. Select the part of the text that best represents the standard designation (here "B" as an example).

  9. Click Verify.

    -> The 4 lines in question have now also been matched.

  10. Click Next.

    -> The view changes to the Dimension tab.

  11. Tabbed page Dimension.

    1. In the list field, select the attribute for the standard designation (here again "MANUFACTURER_IDENT").

    2. Select the text part that best represents the standard designation (here "M4x6" as an example).

  12. Click on Verify.

    -> 20 of 20 lines are matched.

  13. Click on the Execute search button.

    -> Although all 20 lines were matched, only 18 were found in PARTsolutions. In this case this is due to variants. (Variants will not achieve an exact match in the PARTsolutions catalog).

  14. Repeat the procedure for the parts on the Tabbed pages "DIN 179 A(2)", "DIN 179 B(2)" and "DIN 914 (1)",

    If the assignment is not made immediately for all rows, simply repeat the procedure again.

  15. Tabbed page Variants

    Click on the Execute search for this standard number button.

    -> The line closest to the variant is determined. The table shows the result under PSOL NENN(Original) and PSOL NENN(Variant).

  16. Click Next.

    -> The view changes to the Export tab.

  17. Tabbed page Export.

    Ideally, all products have been found. If necessary, check the Log Tabbed page for further information. Ideally, there are no entries under Log.

    If you want to export all products, activate the Export all products checkbox. Otherwise, you have the option of filtering the export via the list fields. If you are carrying out several exports, the Overwrite existing [Overwrite existing links] option on the left [Overwrite existing links] is of interest.

    Click Start export.

    Export to local product database executed successfully! should now be displayed.

  18. Close the wizard.

    -> The message Save state? appears.

    As a rule, you should save the wizard data.

    As a rule, you should save the wizard data.

  19. Verify mappings. See next section.




[2] "Default" currently stands for standard catalogs. There will be further sub-items such as manufacturer catalogs later.