Importing data from Excel

Eugene Kuchynski — Mon, 09 Dec 2019 06:49:19 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 12/9/2019 6:49:19 AM

When you made necessary changes in Excel file, you can import it back to SDL Trados Business Manager. To do this, open corresponding list view and select Export/Import - Import data. Select a file (in desktop version) or upload it (in web version). Click OK. The system will start importing selected file and then will display resulting message. Here are few points which you have to consider during importing:

If imported file contains multiple entries and at least one entry was processed with mistake, the whole operation will be aborted and no changes will be made in database.
If operation was successful, it is recommended to select Refresh (F5) after importing.
If operation was successful, and if Excel file contained new data, do not try to import the same file again. The reason here is that new Id column for new records is empty in Excel file, and TBM created new entries in database for such records. If you will try to import same file again, TBM will again create entries for records with empty Ids. In such case, to repeat import, please export data to Excel again so Id columns will be filled with actual values.
Do not create empty rows between sections of Excel file. Empty row will be perceived as end of file.
Always keep the same data type in cells as in exported file. In other words, do not try to type characters in a cell which should contain number. Otherwise, import will fail.
Carefully handle cells pointing on reference data. For example, value in Customer column should contain full name of customer which exists in TBM database. If the system would not be able to determine customer during import, most likely import operation will fail, because Customer is a required field in most of documents.

For columns with ‘Language’ pair value type ,you can use simplified approach. Language pair could be written using one of these two patterns: 'Language name => Language name' or 'Language code => Language code'. Business Manager will search source and target languages, and if both languages are found, but language pair is missing, then language pair will be created automatically. More to say, language code could be written both as 'en-US' or 'en_US'.

Tags: import, export, excel

Importing data from Excel

Eugene Kuchynski — Mon, 09 Dec 2019 06:18:52 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 12/9/2019 6:18:52 AM

When you made necessary changes in Excel file, you can import it back to SDL BaccS. To do this, open corresponding list view and select Export/Import - Import data. Select a file (in desktop version) or upload it (in web version). Click OK. The system will start importing selected file and then will display resulting message. Here are few points which you have to consider during importing:

If imported file contains multiple entries and at least one entry was processed with mistake, the whole operation will be aborted and no changes will be made in database.
If operation was successful, it is recommended to select Refresh (F5) after importing.
If operation was successful, and if Excel file contained new data, do not try to import the same file again. The reason here is that new Id column for new records is empty in Excel file, and BaccS created new entries in database for such records. If you will try to import same file again, BaccS will again create entries for records with empty Ids. In such case, to repeat import, please export data to Excel again so Id columns will be filled with actual values.
Do not create empty rows between sections of Excel file. Empty row will be perceived as end of file.
Always keep the same data type in cells as in exported file. In other words, do not try to type characters in a cell which should contain number. Otherwise, import will fail.
Carefully handle cells pointing on reference data. For example, value in Customer column should contain full name of customer which exists in SDL BaccS database. If the system would not be able to determine customer during import, most likely import operation will fail, because Customer is a required field in most of documents.

Tags: import, export, excel

Importing data from Excel

Eugene Kuchynski — Tue, 16 Jul 2019 12:21:22 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/16/2019 12:21:22 PM

If imported file contains multiple entries and at least one entry was processed with mistake, the whole operation will be aborted and no changes will be made in database.
If operation was successful, it is recommended to select Refresh (F5) after importing.
If operation was successful, and if Excel file contained new data, do not try to import the same file again. The reason here is that new Id column for new records is empty in Excel file, and BaccS created new entries in database for such records. If you will try to import same file again, BaccS will again create entries for records with empty Ids. In such case, to repeat import, please export data to Excel again so Id columns will be filled with actual values.
Do not create empty rows between sections of Excel file. Empty row will be perceived as end of file.
Always keep the same data type in cells as in exported file. In other words, do not try to type characters in a cell which should contain number. Otherwise, import will fail.
Carefully handle cells pointing on reference data. For example, value in Customer column should contain full name of customer which exists in SDL BaccS database. If the system would not be able to determine customer during import, most likely import operation will fail, because Customer is a required field in most of documents.

Tags: import, export, excel