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Excel: Import and Update Systems

This page will explain how you can import/update systems from Excel and connect them to system components or system classifications.

To import systems, go to Systems module → Import/Export → Import/update Systems;

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Import/update dialogue

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  1. Choose file to use for import/update

  2. Select sheet within the Excel file

  3. Define startrow for the first system in the Excel spreadsheet

  4. Use dropdown picker to choose between three options;

    1. Import new and update existing - when you have both systems to import and update within you Excel spreadsheet

    2. Import new - When you only have new systems to import

    3. Update existing - When you only want to update existing systems in dRofus

  5. When either a, or c is selected in step 4, you need to identify the systems in dRofus either by System ID or System number

  6. Define column for system serial number to import/update

  7. Define column for system name to import/update

  8. Define column for system description to import/update

  9. Define column for existing system component in which you want to connect the system to

  10. Define column for System classification code if you want to connect imported systems to a system classification rather than a system component.

Note that fields created in the Systems User Interface Editor will show up in the dialogue if they exist

Connect systems to entities during import/update

A system in dRofus cannot exist without being connected to either a system component or a system classification group. During Import or update, if you have not chosen to connect the system to a system component, you will get an error report where you are asked to define a column for System classification code (see point 10 in the image above).