Importing configurations from a spreadsheet

Many configurations of one model — TG310, say — in one file, from a template whose columns are that model’s own questions.

Supply Chain › Configurations › Import asks which model first, because the template is the model’s: a Customer, Quantity and Notes column, then one column for each question (option class) and one for each value to fill in, such as a stem length.

1. Open Supply Chain › Product Configurator › Configurations and press Import (or Template).
2. Choose the model and press Download the template.
3. Fill in one row per configuration. The second row lists what each question accepts — option codes, or the range a value may take; leave it in or delete it, a row starting with # is never imported.
4. Choose the file and press Check. Every row is made through the configurator and rolled back, so the model’s own rules are judged before anything is written.
5. Press Import. Each row becomes a configuration with its own number; a row that is refused leaves nothing behind and does not stop the others.

Through the Migration Cockpit

Configurations coming across from an old system can go through the cockpit instead, with the same answers. Give the migration object Supply Chain › configurations as its target; its template (the object’s Download template) is then the model’s questions with a Model column, and Suggest a map matches each question by its name or code. Check the rows and Load them make each configuration through the configurator with every answer in the extract — the customer by account number or name, the model by its number.