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Tip Tuesday! Importing Classification Information into Autodesk PLM 360

By     SEPTEMBER 15, 2015

Today we’ll cover some best practices to keep in mind when you want to import classification information into PLM 360.

You can always review the Import Classification Properties on our Help Guide, but thought it might be good to go over a few tips here. Import Classification is a tool that allows introduction of mass updates to new and existing records. Users with the import permission have the ability to upload information in the Classification section only or in conjunction with other sections in Item Details. 

First things first, you’ll want to make sure the Classifications and Class are properly set up – also make sure the correct values are set for any picklist fields used.

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Next, review the setup of your Excel file you are using for import – things to check: if you label the columns to match your classification set up it makes things easier (less clicks to map as the tool with map for you if they match), and making sure values for picklists are valid helps too.

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Once you’ve set up the import project in PLM 360, match up any columns that didn’t get mapped (maybe you called it Categories instead of Category).

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Some common issues we’ve seen:

  • Classification Manage – Utilizing the wrong node for class that cause the setup of the wrong fields
  • Workspace Manager – Using the wrong Classification ROOT
  • Import Tool – Field are not properly setup or match with correct Class

Something else to note – import classification will not (at this time) update new values to a picklist.

Have any ideas on how to improve Classification?  Be sure to log them on our IdeaStation (or review what’s there and provide your own spin and kudo ideas you want to see in the product).

–Michelle