Importing Reason Tree Related Information in Bulk
Importing In Bulk
1. From any of the Reason Tree screens, click Download Template to open the Download template window. Select Data Tokens, Reason Categories, Reasons, Reason Trees, Reason Tree Equipment Data, Reason Tree Data, Reason Tree Category Data or any combination of the seven and click Download to download the .xlsx file needed to bulk import.
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Click Import if a template is already complete and skip to step 13.
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2. Open the template.
3. For the Data Tokens template, four columns will display:
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Column
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Requirements
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Description
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Selected
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X or blank
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All rows marked with an X will be imported.
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Token
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AlphaNumeric
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Token name
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Default Value (en — English)
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AlphaNumeric
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Default English translation of token
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Context
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AlphaNumeric
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Context for the token within the applicaton.
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4. For the Reason Categories template, four columns will display:
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Column
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Requirements
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Description
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Selected
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X or blank
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All rows marked with an X will be imported.
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Reason Category Name
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AlphaNumeric
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Name of Reason Category
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Translation Token Name
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AlphaNumeric
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Translation token to be associated with Reason Category
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Category Type Name
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AlphaNumeric
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Category type the reason category is to be associated with.
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5. For the Reasons template, three columns will display:
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Column
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Requirements
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Description
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Selected
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X or blank
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All rows marked with an X will be imported.
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Reason Name
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AlphaNumeric
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Name of Reason
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Translation Token Name
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AlphaNumeric
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Translation token to be associated with Reason
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6. For the Reasons Trees template, five columns will display:
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Column
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Requirements
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Description
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Selected
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X or blank
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All rows marked with an X will be imported.
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Reason Tree Name
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AlphaNumeric
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Name of the Reason Tree
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Translation Token Name
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AlphaNumeric
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Translation token to be associated with Reason Tree
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Enabled
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0 or 1
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Determines if row will imported Enabled (1) or Disabled (0)
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Event Type
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List
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Event Type associated with Reason Tree
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7. For the Reason Tree Equipment Data template, three columns will display:
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Column
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Requirements
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Description
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Selected
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X or blank
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All rows marked with an X will be imported.
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Equipment Name
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AlphaNumeric
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Name of equipment to be associated with Reason Tree.
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Reason Tree Name
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AlphaNumeric
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Name of the Reason Tree associated with the Equipment
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8. For the Reason Tree Data template, three columns will display:
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Column
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Requirements
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Description
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Selected
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X or blank
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All rows marked with an X will be imported.
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Reason Tree Name
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AlphaNumeric
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Name of the Reason Tree
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Reason Name
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AlphaNumeric
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Reason to be associated with the Reason Tree
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Parent Reason Name
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AlphaNumeric
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Name of Reason one level above Reason
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Reason Level
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Numeric
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Level of Reason Tree the Reason sits on
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9. For the Reason Tree Category Data template, three columns will display:
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Column
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Requirements
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Description
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Selected
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X or blank
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All rows marked with an X will be imported.
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Reason Tree Name
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AlphaNumeric
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Name of Reason Tree
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Reason Category Name
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AlphaNumeric
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Name of Reason Catgeory to be associated
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Reason Name
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AlphaNumeric
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Reason to be associated with the Reason Tree
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Reason Level
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Numeric
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Level of Reason Tree the Reason sits on
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10. Save the file.
11. Return to the Product Types screen within ThingWorx.
12. Click Import. The Import from Excel window will open.
13. Click Choose File and select the saved template from the directory.
14. Click Upload. If upload was successful “Ready to Import # rows” with # corresponding to the number of rows in your completed template will display.
15. Click Import File.
16. Successful imports
a. Imports without errors will look like the image below.
17. Unsuccessful imports
a. If the import was successful, but errors are found in the Excel data the window will display the following. Click the Download Import Results button to download a file that details errors found by row.
