The Import Procedure

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.

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

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

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.

Click Next.

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 Instrumentationn 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 Instrumentation Field fields displays the Instrumentation fields they are mapped to.

To map an Excel Column to an AVEVA Instrumentation database field. click in the AVEVA Instrumentation Field field adjacent to the relevant Excel Column Name field, and select the required AVEVA Instrumentation 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 Instrumentation automatically checks each Excel Column Name from the first row in the Excel worksheet against fields names in AVEVA Instrumentation Database (if not found then field Captions - as set in the Grid Manager). If a match is found then AVEVA Instrumentation automatically adds the Field Name to the mapping list. The user can select a different field from the mapping list if required.