How to import data from Excel into Space Planning?

1. Select All data in Excel sheet
2. Right click and Copy
3. Open  relevant Space Planning Project

      2016.1 and Below
     
      4. Go to Tools --> Import --> Products from Clipboard/Text

    
   2017.1 and above

    4. Go to Data tab --> Products from Text

 
  5.  Select Clipboard
  6.  Check content to confirm Data is copied properly
  7.  Select matching Available field to the column in the content
  8.  Click Add to add the filed name  to the Fields in clipboard or file
  9.  Add "Ignore this column"  to Fields in clipboard or file if a column in content is ignored during the import 
 10. Click Key Field(*) to mark the selected field in Fields in clipboard or file as the primary key
 11. Select Separators as appropriate
 12. Define Skip lines to ignore header rows
 13. Select relevant planogram in Update performance in  to update a specific planogram if performance filed is selected. or Select   All planograms.
 13. Select Update selected products only if only selected products in the planograms are updated.
 14. Select Create unmatched products only if unmatched products should be created 
 15. Select Show diagnostics to see the summary of the import
 16. Save settings to use mapping in future.
 16. Click OK



 

• The order of the fields in Fields in clipboard or file must match the order of the columns in Contents