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technote:excel_import

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technote:excel_import [2019/10/15 00:39] Scott Cunliffetechnote:excel_import [2025/01/21 22:07] (current) – external edit 127.0.0.1
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 ====== Importing Volumes And Volume Data From Excel Spreadsheets ====== ====== Importing Volumes And Volume Data From Excel Spreadsheets ======
  
-The Excel Import utility is [[master:tools_excel_import|invoked through TapeMaster]] or [[lite:function_excel_import|Lite]]+The Excel Import utility is invoked through [[master:tools_excel_import|TapeMaster]] or [[lite:function_excel_import|Lite]]
  
-Select the Excel file to import the data from and then select ''Open''+Once the Excel Import window is open:
- +
-{{:lite:lite_excel_import_xls.png}} +
- +
- +
-In the TapeTrack Excel import tool:+
   * Select the [[object:customer|Customer]] you wish to import the data into.   * Select the [[object:customer|Customer]] you wish to import the data into.
   * Select the Excel sheet to import the data from.   * Select the Excel sheet to import the data from.
-  * Select the Media type if the [[object:volume|Volumes]] all belong to one media type.+  * Select the [[object:media|Media]] type if the [[object:volume|Volumes]] all belong to one [[object:media|Media]] type.
   * Set Skip First Row to true if there are headings present.   * Set Skip First Row to true if there are headings present.
-  * Map the Excel columns to the TapeTrack Attributes.+  * Map the Excel columns to the TapeTrack [[object:volume|Volume]] Attributes.
   * Insert any translations required to match the data to the correct format for TapeTrack.   * Insert any translations required to match the data to the correct format for TapeTrack.
- 
- 
  
 {{:lite:lite_excel_import_data.png}} {{:lite:lite_excel_import_data.png}}
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   * **E** Excel sheet column headings.   * **E** Excel sheet column headings.
   * **F** TapeMaster Attributes.   * **F** TapeMaster Attributes.
-    * **Container-ID** Container ID to assign [[object:volume|Volume]] to. +    * ''Container-ID'' Container ID to assign [[object:volume|Volume]] to. 
-    * **Date (Expiry)** Expiry date of [[object:volume|Volume]] . +    * ''Date (Expiry)'' Expiry date of [[object:volume|Volume]] . 
-    * **Date (Last Write)** Date the [[object:volume|Volume]] was last written to. +    * ''Date (Last Write)'' Date the [[object:volume|Volume]] was last written to. 
-    * **Date (Next Move)** Date for [[object:volume|Volume's]] next move (i.e. return date from [[object:repository|Repository]]). +    * ''Date (Next Move)'' Date for [[object:volume|Volume's]] next move (i.e. return date from [[object:repository|Repository]]). 
-    * **Description** [[object:volume|Volume]] description. +    * ''Description'' [[object:volume|Volume]] description. 
-    * **Media-ID** [[object:media|Media-ID]] [[object:volume|Volumes]] belong to (can also be set on left window if all [[object:volume|Volumes]] are same [[object:media|Media]] type). +    * ''Media-ID'' [[object:media|Media-ID]] [[object:volume|Volumes]] belong to (can also be set on left window if all [[object:volume|Volumes]] are same [[object:media|Media]] type). 
-    * **Repository Slot (Target)** Target slot to assign [[object:volume|Volume]] to. +    * ''Repository Slot (Target)'' Target slot to assign [[object:volume|Volume]] to. 
-    * **Repository-ID (Scanned)** [[object:repository|Repository]] [[object:volume|Volume]] is to be scanned in at. +    * ''Repository-ID (Scanned)'' [[object:repository|Repository]] [[object:volume|Volume]] is to be scanned in at. 
-    * **Repository-ID (Target)** Target [[object:repository|Repository]] [[object:volume|Volume]] is to be placed in a move to. +    * ''Repository-ID (Target)'' Target [[object:repository|Repository]] [[object:volume|Volume]] is to be placed in a move to. 
-    * **Volume-ID** [[object:volume|Volume's]] [[concepts:barcode|Barcode]].+    * ''Volume-ID'' [[object:volume|Volume's]] [[concepts:barcode|Barcode]].
   * **G** Translations of Excel data to TapeMaster format (i.e. offsite to OFFS).    * **G** Translations of Excel data to TapeMaster format (i.e. offsite to OFFS). 
-  * **H** Forward and back buttons allow you to scroll through the Excel lines to check data input. +  * **H** Forward and back buttons allow you to scroll through the Excel data rows to check data input. 
-  * **I** Load Excel data into import verification window.+  * **I** Load Excel data into Import Verification window.
  
-Once all the data columns are mapped and any translations are required (press enter first if focus is still in translations field to update) click ''Load Rows'' to import data from the Excel sheet.  +Once all the data columns are mapped and any translations required are entered (press enter first if focus is still in translations field to update) click ''Load Rows'' to import data from the Excel sheet.  
  
 {{:lite:lite_excel_import_data_load.png}} {{:lite:lite_excel_import_data_load.png}}
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 Select ''X'' to close. Select ''X'' to close.
  
-{{tag>technote update-doco import excel}}+{{tag>technote update-doco import tapemaster lite excel}}
technote/excel_import.1571099942.txt.gz · Last modified: 2025/01/21 22:07 (external edit)