Knowledgebase: KBW10200

You will need the Synergy CSV Import Plug-in from the downloads page.

Two import files are expected.

One import file should contain Design header related data, the other should contain data for components of the Designs included in the header file. Records in the component file must be grouped by Design and the Design groups must be in the same sequence as the Designs in the Design file.

Blank lines in the files are permitted and will be ignored. Any line which starts with a semi-colon (;) will be regarded as a comment and will be ignored.

Each file may consist of Full data records or Partial data records.

Full data records

With full data records, each file contains one line per record, with each line containing CSV text in which every field in the record is represented (though some fields may be blank) and the fields are in the correct order.

Full data record structure for Designs file

Fieldname	Type	Comment
Code	Text	Up to 30 characters. Required. A Stock item for this code must already exist.
Description	Text	Up to 60 characters. If left blank, the description from the matching stock item will be used automatically.
Instructions	Text	Up to 8192 characters. May be blank.
Level	Integer	Will be recalculated after Import.
BuildMultiple	Real	A number. Use 0 if you want this set automatically.
Notes	Text	Up to 8192 characters. May be blank.

Full data record structure for Components file

Fieldname	Type	Comment
RecordId	Text	Up to 35 characters. Required. Consists of the design code followed by a space followed by a 4 digit integer (right packed with zeros if necessary) representing the position of this component in the design given the current component sort order. If just Design code is given a position number will be generated automatically.
Code	Text	The component code Up to 30 characters. Required. A Stock item for this code must already exist.
Comments	Text	Up to 8192 characters. May be blank.
CostType	Integer	Only 0 is allowed at present.
DesignCode	Text	The associated design code Up to 30 characters. If left blank, the appropriate value will be supplied automatically based on the RecordId.
QuantityConsume	Real	A number. If left blank a value of 1 will be used.
QuantityYield	Real	A number. If left blank a value of 1 will be used.
Reference	Text	Up to 30 characters. May be blank.
SequenceNumber	Integer	A 4 digit integer (right packed with zeros if necessary). Usually this represents the original sequence position of this component regardless of current sorting, but it can be used in other ways, for example to st a custom sequence. If left blank, a SequenceNumber will be generated automatically.
WastagePc	Real	A number in the range 0 to 100

Partial data records

The partial data records method allows for only some of the data fields listed above to be provided. If this method is used, the first line in the file must be a CSV list of the fields that are present, using the Fieldnames shown above.

N.B.

• The first field in the structures above must be present in the partial fieldname list and must be the first fieldname.
• Any other fields marked as Required in the above structures must be present in the partial fieldname list.

Partial Import Examples

A partial Design import file might consist of:

"Code","Notes"
"ADESIGN","Imported from external source"
"ANOTHERDESIGN","Also Imported from external source"

Or even just:

"Code"
"ADESIGN"
"ANOTHERDESIGN"

A partial Component import file might consist of:

"RecordId","Code","QuantityConsume","QuantityYield","Reference","Comments"
"ADESIGN","ACOMPONENT","1.0",1,"Ref1","Some comments with rich text"
"ADESIGN","ANOTHERCOMPONENT","2","0","Ref2","A component comment"
"ANOTHERDESIGN","ACOMPONENT","10.0",1,"This Ref","A comment with rich text"
"ANOTHERDESIGN","ADESIGN","1","0","That Ref","This component is itself a Design"

Or even just:

"RecordId","Code","QuantityConsume",
"ADESIGN","ACOMPONENT","1.0"
"ADESIGN","ANOTHERCOMPONENT","2"
"ANOTHERDESIGN","ACOMPONENT","10.0"
"ANOTHERDESIGN","ADESIGN","1"