Workflow for Importing and Exporting Data Using Data Manager
This workflow outlines the steps for importing and exporting data.
1. Enter Data Manager in the Go to box to search for one of those pages, then select the page from the resulting list of matches.
2. Select the checkbox for one or more of the available entities, then click Show Data to display the data for that entity.
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Each entry that is selected is displayed as a tab in the work area. For example, if Demand and Part are selected, then there will be two tabs on the page; one for Part data and one for Demand data.
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4. Configure the columns that are shown on the page. The columns that are shown on the page are included in the template download or the export.
5. Do one of the following:
a. Click the Download Template button to create an Excel spreadsheet with the specified columns. Then enter your data in the open Excel spreadsheet and save your changes.
b. Click the Export For Import button to create an Excel spreadsheet that is populated with the data in the work area with the specified columns. Then, modify the data in the open Excel spreadsheet and save your changes.
6. To import the data saved in your Excel spreadsheet, click the Import button on the Data Manager page and use the instructions on the Import page.