Setting up a new project quickly, or adding several new production codes? You can import all the production codes at once instead of adding them manually one by one. This article shows you how.
Watch the video on importing production codes and estimates, or read the guide further down.
1. Download the template
Go to the project you want to import into, and open Import data.
Under 2. Import production codes, click Download template. You get an Excel file set up with the right columns. You can copy it and then edit it.
You will find the same template in AIMZ under the Download template button.
2. Copy and fill in the template
The template has a few simple rules, listed on the right-hand side of the sheet:
Name and Prod. code are required. Everything else is optional.
Prod. code must contain numbers only, no letters.
Group is optional, but makes it easier to sort the production codes in AIMZ.
Cost price and Budget must use number format in Excel (not text).
Delete the rows you do not want to import.
Save the file when you are done.
3. Upload the file to AIMZ
Go back to Import data and click Import under production codes.
Drag the file into the upload area, or click to select it from your computer.
4. Match the columns
AIMZ asks you to confirm which Excel column belongs to each field (Name, Prod. code, Group and so on). If you have used the template unchanged, AIMZ usually suggests the right column automatically — you just click Next through the fields.
5. Check the preview
You now see how the production codes will look in AIMZ. Here you can remove individual rows you decide not to import after all, by clicking the bin icon.
6. Import
Does everything look right? Click Import. It usually takes just a couple of minutes before the production codes are available in the project.
Done! The production codes are now imported, and you will find them under Prod. codes in the project.
Next step
Importing estimates too? See the article Importing estimates in AIMZ.