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Export Data (Subcategory codes)

Import Data (Subcategory codes)

You use this window to import a list of subcategory codes from a Microsoft Excel file that you exported previously.

The import process:

  • Adds lines for subcategories that do not already exist.
  • Updates values for subcategories that already exist. (Values from the import file overwrite existing values.)
  • Does not delete subcategories that exist in the list, but not in the import file. The import process leaves existing lines intact if they do not exist in the import file.

Note: The file format must be valid before you can import the list of subcategories into the Edit Subcategories window. For example, you must use the same columns as the exported values, any rows that you added in Excel must be complete, and the subcategory code must not exceed 20 alphanumeric characters.

To import a list of subcategory codes, you click the [Import] button in the Edit Subcategories window.

When the import process is complete, the Import Data window displays a [View Log] button. Click the button to view a report of the import details, which includes the number of records processed, updated, and added, as well as a list of any errors encountered during the import.