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AVEVA™ Electrical

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Import Equipment from Excel

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  • Last UpdatedJul 31, 2025
  • 5 minute read

Equipment details can be imported from an Excel spreadsheet. There are three separate import options, one for each of the following:

  • Major Equipment

  • Components

  • Terminals

    Note:
    New major equipment can be imported, and major equipment currently in the database can be updated by the import.
    However, existing components and terminals cannot be updated by the import. The import can only import new components and terminals.

The Excel Spreadsheet

The Excel spreadsheet must be in a simple tabular format (columns and rows) and the first row should contain unique column names (headings) so that AVEVA Electrical can identify the column's data. The column names are user definable but must not be duplicated. AVEVA Electrical will only import column data that contains a heading.

The Excel file must include:

  • A column containing the Equipment Number.

  • For major equipment it must also include Area Path, Area Number and Equipment Type, Class Name and Tag Format Name columns.

  • For components in must also include Parent Equipment Number, DIN Rail Number, Equipment Type, Catalogue Number and Sequence columns.

  • For terminals it must also include Parent Equipment Number, Marking and Sequence columns.

Once an Excel spreadsheet is selected for import, users must 'map' each Excel column name (heading) to an AVEVA Electrical database field using the AVEVA Electrical import utility. Data can then be imported into AVEVA Electrical. The import utility will check if the identity column field exists in mappings.

While processing records to be imported, if a record already exists in the database AVEVA Electrical will show the differences between the imported data and the AVEVA Electrical data, allowing the user to accept/reject the proposed changes on a record by record (and field by field) basis. If the record does not exist in AVEVA Electrical and the user accepts the importation of the record, AVEVA Electrical will create a new record for that drawing or catalogue item.

The Import Procedure

  1. Open the Equipment View or the Equipment List. From the Import section of the Manage tab, click From Excel.Then select as required either the Major, Components or Terminals option from the window that is then displayed.

  2. The Equipment Import wizard window is then displayed, for example:

  3. Click Browse and select the Excel file from which data is to be imported.

  4. Below the Browse button, a list of fields that must be mapped, and an image of an example spreadsheet are displayed. This will vary depending on the type of import selected, as described above.

  5. Click Next >.

  6. The next window shows all the columns in the Excel spreadsheet to be imported. Select an existing Field Mapping (if one for this Import type exists) from saved mappings drop down or use the automatic mappings created by AVEVA Electrical and make changes to these mappings (if required).

    Note:
    To minimize the possibility that data currently being worked on by another user may be affected by an import, a list of the users working on the current project is available from the UserCount link. The number of current users is displayed next to the link. This total includes the user performing the import.

    The Excel Column Name fields display the names of the columns in the spreadsheet. The AVEVA Electrical Field Name fields display the Electrical fields they are mapped to.

  7. To map an Excel column to an AVEVA Electrical database field click in the AVEVA Electrical Field Name field adjacent to the relevant Excel Column Name field, and select the required AVEVA Electrical field from a drop-down list. To exclude a field from the import, click Clear button in the grid against the field that needs to be excluded or select the blank entry from the mapping drop-down list.

    Note:
    AVEVA Electrical automatically checks each Excel Column Name from the first row in the Excel worksheet against fields names in AVEVA Electrical Database (if not found then field Captions - as set in the Grid Manager). If a match is found then AVEVA Electrical automatically adds the Field Name to the mapping list. The user can select a different field from the mapping list if required.

  8. Sets of column-field mappings can be saved and re-used for future imports. Define the required mappings as described above, then select the New command button. The Mapping Name and Description fields are then displayed and the New button is replaced by a Save button.

  9. Once the name and description for the mapping has been entered, click Save and the mappings will be saved and added to the Saved Mappings drop down.

    Note:
    Data can also be imported by just clicking on the Import button. However it may save time to save the mappings if an import with those mappings is to be performed again.

  10. Once the mappings have been set up, click Next >.

  11. A list of equipment in the spreadsheet that will not be imported because they are invalid in some way in then displayed, along with the reason that they are invalid:

  12. Click Next >.

  13. A list of equipment which can be imported is then displayed.

  14. To import an equipment item, check its Select checkbox. Check the Select all checkbox to check all the Select checkboxes.

  15. Click Next >.

  16. The selected list of valid equipment is then displayed:

  17. Click Import to proceed with the import. The import then takes place. After the import is complete, a log of the imported equipment is displayed:

  18. Click Close the exit the import wizard.

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