Overview
In this article, we will show you how to import products into Cube-IQ from an Excel spreadsheet.
Requirements
You must have any currently supported version of Cube-IQ installed on your computer with a valid license, or be logged in to Cube-IQ Web.
You must have Microsoft Excel software.
Procedure
Below is an Excel spreadsheet of products.
ProductId | Length | Width | Height | Weight | Description |
Powder |
19.13 | 13.13 | 11 | 36 | Create of powder |
Chips | 15 | 10.75 | 8.75 | 25 | Corrugated chips |
Metal | 15.63 | 10.44 | 2.75 | 24 |
Box of cans |
ProductId, Length, Width, Height, and Weight columns are required fields. ProductId must be unique. Length, Width, Height, and Weight must be a number. Description column is optional.
There are other optional fields that will be discussed later.
Copy/paste the spreadsheet above into Excel to save it as "Flexi Import.xlsx", and follow it in the examples below or as a template.
Use the Flexi Data Import feature in Cube-IQ to open an Excel file for importing
The Flexi Data Import window is where Excel spreadsheets are opened and imported into Cube-IQ.
The Flexi Data Import, or Flexi window for short, can be launched by following these steps:
- Click the Main menu
- Click Import & Export tab
- Click Import Containers or Products from CSV/Excel
- Click Open File
- Navigate to and select the Excel file
- Click Open
Here is the Excel file opened in the Flexi window. There are three dropdown lists:
- First dropdown list is the name of the Excel sheet "Products", there is another unselected sheet named "Sheet1" in the Excel file.
- Second dropdown list is for the type of data to be imported, "Import Products" is listed by default instead of "Import Containers".
- Third dropdown list instructs the import to either "Overwrite existing data" or "Overwrite only imported columns" or "Only add new data" or "Erase existing data in Load", this example uses the default "Overwrite existing data".
Map Product columns to Cube-IQ fields in the Flexi Import Data window
Excel sheet columns can be mapped to Cube-IQ fields and header rows can be skipped.
Row 1 is row 1 in the Products sheet in the "Flexi Import.xlsx" file where column titles are, and rows 2, 3 and 4 are the products.
In this example there is only one header line in row 1, therefore the # Header rows in the spinner will be set to 1 instead of 3. This is important to ensure headers are not imported as products and no product rows are missed.
Here is the # Header set to 1, Row 1 now has a purple tinge as a visual to not import it. Row 2, 3, and 4 do not have a purple tinge.
All columns in this Excel sheet are Mapped using the Column dropdown menu: A) PRODUCTID, B) LENGTH, C) WIDTH, D) HEIGHT, E) WEIGHT, and F) DESCRIPTION
Here is the Flexi window below after the dropdown menus in the top row have been mapped to their respective fields. The dropdown menus have been left expanded to view other available mappable Cube-IQ fields.
PRODUCTID, LENGTH, WIDTH, HEIGHT, and WEIGHT Cube-IQ Fields are always required, the DESCRIPTION field is optional.
Mapped columns can be saved
Save column mapping in Flexi Window in the following steps:
- Click Save Mapping button
- Navigate to a folder and enter a filename
- Click Save
Defaults values can be modified and saved
The Change Default button let's you review and change default values if necessary.
Products in this import need the MAXINLAYER and SIDEUPOK Default Values changed. MAXINLAYER Default Value should be 7 instead of 999999. SIDEUPOK Default Value should be False to prevent products from getting loaded on their side.
Open the Product Default window to change defaults in Flexi window by following these steps:
- Click Change Defaults
- Change MaxInLayer to 7
- Change SideUpOk to False
Boxes unchecked in the Default Value window are Cube-IQ fields that will be unavailable in the Column Dropdown Menus for mapping, however their Default Values will still be used in the Import.
Defaults Values can be saved to a configuration file. Saved configurations can be loaded again by clicking the Load button.
To save Default Values:
- Click Save
- Enter a File name
- Click Save in the Save As window
- Click OK to close the Default Value window
The Apply Default Values box must now be checked in the Flexi window after making changes in Product Defaults window.
Here is the Apply Default Values box checked.
Begin importing Products into Cube-IQ
Products can begin importing once Columns are Mapped, Number of Header rows set, and Default Values applied. Column Mappings A through F are also summarized in the lower panel of the Flexi window.
- Click Begin Import button
- Click OK when Import is complete
- Review messages in bottom panel
- Click Close
Review imported products in Cube-IQ
Assistance
If any further assistance is needed, please contact our Support team.
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