Import Parts via Excel Template

In Quality Management > Part & Feature Setup > Add New Part > Import, you have the ability to add new part record or update existing part records.

Field Guides at bottom, video guide here.

EXCEL Template Guidelines:

1. If you are only updating items in one or some of the sheets (like only adding programs to existing parts), do not delete other sheets, leave them blank. 

2. Bold fields are required if entering data on any sheet. 

3. Selecting the Overwrite Existing Data option will Delete the current alignments that are listed for that item and add the new alignments from the template

For example, if you upload a template with a division of "Los Angeles, California" for "detail part 1" AND check the Overwrite option, but leave other sheets blank, it would update the below by removing only the San Jose, California division and adding the Los Angeles, California division. It would not change programs, jurisdictions, classifications, or product types because those sheets are left blank in the template.  

Parts

Part Number - Required. If a Part Number already exists on upload, the new part number row is ignored. 

Part Name - Required

Other fields are optional. Note that if you have multiple platforms for a single part, then you should use the Part Platform sheet. 

Features

Feature Number - Numerical, required

Part Number - Required

Measurement type - Attribute, Variable, or Not Reportable

Tolerance Type - Symmetrical, Bilateral, Unilateral Upper, Unilateral Lower, Basic Dimension, Range Inclusive

Description - Optional

Nominal, High Tolerance, Low Tolerance, Lower Specification, Upper Specification, and Basic Dimension are all dependent on Tolerance type selection

Symmetrical - Use Nominal, high and low tolerance fields

Bilateral - Use Nominal, high and low tolerance fields

Unilateral Upper - Use Upper Specification field for maximum value

Unilateral Lower - Use Lower Specification field for minimum value

Basic Dimension - Use Basic Dimension Field

Range Inclusive - Use Lower and Upper specification fields

Please see the Add Features to a part article for other field definitions. 

Measurements

Bold fields are required. 

Feature Number - Must align with a feature number on the part record's Feature tab

Machine - Must match a company machine. 

User ID - Optional, must match a user ID within your company user list

Cause - Optional, for out of control, out of tolerance measurements, must match a cause within your company cause list

Subcause - Optional, for out of control, out of tolerance measurements, must match a subcause within your company corrective action list

Corrective Action - Optional, for out of control, out of tolerance measurements, must match a corrective action within your company corrective action list

Tool - Optional, must match a tool in your company's Tool list

Part Program

To align a part record to a internal program, add the part number and corresponding internal program name from your own company program alignments. Leave Customer blank. 

To align a part record to a customer program, add the part number, corresponding customer program name from your customer program list, and the customer name (as displayed in Net-Inspect). 

Each row may contain only one program, use separate row for a part number to align multiple programs. 

Part Division

To align a division to a part record, add the part number and internal division name. 

Each row may contain only one division, use separate rows for a part number to align multiple divisions. 

Part JC

To align a jurisdiction and classification to a part number, enter data in all three fields. 

If a part has more than one jurisdiction and classification, use separate rows for a part number with multiple jurisdictions and classifications. 

Note that you may only have one classification per jurisdiction on a part. 

Part Platform

To align a platform to a part record, add the part number and internal platform name. 

Each row may contain only one platform, use separate rows for a part number to align multiple platforms. 

Part Product Types

To align a product type to a part record, add the part number and prime product type from your company's available types. Add optional first and second attribute types if desired. 

APQP Document Control Program

To align a program to a part record, add the part number and program name from your company's available programs.

Each row may contain only one program, use separate row for a part number to align multiple programs.