Upload of Components & Connecting Them

This guide shows how to upload and link components and sub-components via Excel files. The process is similar to uploading products, but there are a few important differences you need to be aware of.

In the first step, you choose the file you want to upload.

In the next step, you choose how the components should be linked to your products or other components. This is done via the product/component's ID you want to link it to. First, you select the document type you want to link to, and then the ID type that should be used.

Linking to other components will create a sub-component structure. This way the system will visualize that your existing component that you link to, consists of the new components you upload now.

Note: You can upload the same component to several different products and parts at the same time, you must add both the product ID and the main component ID when linking data. (E.g. a screw type that is used for both a component and at product level)

When you reach “Mapping”, there are a few data fields to keep in mind to get a complete 'Bill of Materials' for the parent component or product they are linked to.
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These fields system names are (mapping example seen on screenshot 4 & 5 below):

​You can specify the Component Type as one of the following types:

If the field is blank or written incorrectly, the component will be assigned the type “Component” by default

When all desired firelds are mapped, click “Submit”, and your components will be uploaded. (Mapping Name is mandatory, mapping identifier is suggested - if no identifier is mapped, the component will get a GUID id provided by the system)

It is possible to upload and link the same component to multiple products/components in one go.
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​It is recommended that the components are only created once – they will still be connected to all product/component IDs listed in your file.

You can select the 'Import Strategy' when uploading which decides whether to create a duplicate of your document if a similar already exists, or skip it if it already exists, as seen on screenshot 6 below.
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If you have already uploaded components but want to connect them to more products, its the same procedure as when creating new components. But you will select “Update Documents” in step 2. (See screenshot 7 below)

If you only need to link just a few components it can be quicker to do it via the 'Actions' button that appears when selecting documents. (see screenshot 8 below)
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Example file (Remember to remove the helping text and explanations before uploading, if you use this template for your own data):