Autodesk Prodsmart allows you to customize the mapping of how each column is uploaded into Prodsmart, by defining how the Production Order/Job Import will read your excel files.
This means that if you have an export from other systems, you can create a template to read it in Autodesk Prodsmart and re-use it whenever you need to, without having to adjust the Excel/.csv columns and formatting the data to Prodsmart.
To start, go to Production Orders/Jobs -> Import -> Manage Imports
In this page you can manage already created imports, or add new ones.
After clicking “+Add Import” to map an import template, you can add the import file that you will be mapping, give it a name and decide how many lines you want Prodsmart to ignore for headers.
Autodesk Prodsmart will read your import file, let you know what’s written in the headers and give you sample data of the content in the initial cells for each of these columns.
Then you can add where that information will be mapped to and add a custom conversion (this will transform all information in this field with a rule that you can set. Take a look at additional notes for this below).
To map where each piece of information goes to, use the field setup dropdown.
To map one column to several pieces of information
“+Add field” on the Field Setup column.
Map fixed fields that are not in your import
For these, you can add a fixed value conversion.
If the Product Quantity ordered is always one, it won't be specified anywhere in your Excel. You can add it as an additional field (the option will be at the bottom).
You should afterwards add the "Product - Quantity ordered" and add conversion to be a fixed value, "1".
You can follow the same approach to assign worker groups to your production orders.
After finishing your mapping, you can save your import template, or save and import the file you used to set up the template.
Now you can re-use this template to import other files that are in the same format, saving your precious time in getting your orders into Autodesk Prodsmart.
To do this go to Production Orders -> Import and choose the template you already set up.
As mentioned before, when mapping fields you can add custom conversions. These will change how Prodsmart reads and imports the information from your file into Prodsmart.
There are several different types of custom conversions that can be set up, here is what they do:
Set prefix : Set a prefix on all values being imported for this column.
Set suffix : Set a suffix on all values being imported for this column.
Set date and time format : Allows Prodsmart to know what date and time format is being used in your fields (dd/mm/yy, mm/dd/yy or dd/mm/yy - hh:mm, for example)
Find and Replace : Allows you to replace a string of text with another every time the import is read.
Remove leading zeros : Removes zeros from the left side of any number that is read from this column.
Set fixed value : This replaces any value that is on the chosen column with what you input in this conversion
If you still have some doubts about the ‘Configurable Production Order Import’, feel free to reach out in our live-chat feature or directly to your CSM.
Need help? Request a Prodsmart expert to contact you here.