How to import attribute associations from Excel
In Paragon, attribute values can have additional information from other attributes associated with them. This can be useful for setting up restrictions on the values available during a process. When you export your data, you can edit attributes in Excel and then import these changes and additions back into Paragon.
Step 1: Navigate to reports and data
From the home screen, hit the settings button.
Next, hit export from the reports and data card.
Step 2: Export your attribute association data
Select attribute association from the drop-down menu and hit export. Your data will begin to export and you will receive confirmation once this has been completed along with an automatic Excel download.
Step 3: Edit attribute association data in Excel
Once your file has downloaded, open it in Excel to view your current attribute associations.
You can add additional attribute associations by following the layout shown, codeID lists the type of attribute, and the valueID lists the value itself. For this example, we will be adding another unit of measure.
Don't forget to scroll across your sheet to find uomAbbreviation and unitOfMeasurementType as these will also need to be filled for the import to run.
Once you have added your new attribute associations, save your Excel file.
Step 4: Import new data
Return to the reports and data card in Paragon, this time selecting import. Select attribute association from the drop-down menu and upload the file you just saved. You will be shown the progress and completion once again.
Step 5: Activate new attribute associations
Once your file as uploaded, navigate to attribute setup from the settings screen. From here, you can search for your attribute association type. Hit the edit button to see the full list.
You should now be able to see your newly added data. Don't forget to check the box to activate your new attribute associations.
What's Next? How to set up attribute associations
Importing and exporting associations
ParagonERP allows you to import and export associations that are used to link different pieces of information throughout the system. This can be useful when you want to add an association for multiple items at once. If you are unfamiliar with ...
Setting up attribute associations
Introduction In Paragon, attribute values can have additional information from other attributes associated to them. This can be useful for setting up restrictions on the values available to a user. For example, in this article, you will learn how to ...
Importing, exporting, or transferring my data
Introduction The universal translator is a powerful tool that can be used to import or export large amounts of data to and from Paragon. You can mass update your reference modules and you can also export and import transaction data. As an example, ...
Importing journal entries
If you have a lot of information for the general ledger, and you don't want to manually enter each record, you can use our universal translator to load the information quickly. Here, we'll walk you through how to import journal entries. If you would ...
How to export purchase orders from Paragon to QuickBooks Online
Introduction Paragon offers a few ways to export data to QuickBooks Online (to make sure that the integration is working smoothly. To export your purchase orders, there are a few extra requirements you will need to set up in Paragon and QuickBooks ...