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, this document will show how to export, add records and then re-import the product file.
To access the import and export functions, hit the settings button.
Import and export will be under the reports & data card.
Click on export under the reports & data card.
From the first drop-down scroll, select the module you'd like to export. You also have the option to include inactive products.
Note that your browser may block the file as a security measure. Be sure to allow popups for this URL. The export will go into your downloads folder.
To understand the structure of the export, it helps to take a look at the product screen setup.
All of the attributes that are configured on the product screen will appear as columns in your excel sheet. For example, the attributes called power supply, product group and product name are set up on the product screen. They export as column headers in the file.
The first column is always the unique identifier of the record. This corresponds to code in the screen setup.
There are additional columns in the spreadsheet as well. These are:
status - This can be set to active and inactive. Depending on the status of the reference, you can perform specific actions in Paragon.
isMaterial, isProduct, isTool, isLabor - Use these columns to identify the type of record that you are importing. If the record that you are importing is a product, set the isProduct field to 1. If the record you are importing is also a material, set the isMaterial field to 1. In this example, the isTool and isLabor fields would be left blank. The record would appear in the product and materials modules after import.
Below are requirements for the data that you will try to import. If these are not respected, the import log will inform you that some of the data could not be loaded and will provide an explanation as well as the corresponding row number(s) on the spreadsheet.
Click on import under the reports & data card. Please note that the current maximum size limit of a file to be imported should not exceed 1MB.
Select the table or module that you wish to import or update - e.g. products, customers, vendors.
Then hit select a file.
Once you've chosen the correctly formatted file you'd like to import, hit upload.
Paragon will start importing your data from the spreadsheet selected.
The import modal screen will provide you with the detail of the actions taken and their outcome. If any rows in the spreadsheet were unsuccessful in the import, a reason will be given. If you do not see this information on the modal screen, you can scroll down to see additional information.
If there are failures, you can correct your file and return back to the previous step by hitting the back button.
Please note that any column which fills data in a drop down attribute will fail to import if the data has not already been configured for that attribute. For example, if you are trying to import colors in your product file and your file contains color black but the color attribute in Paragon only contains options for colors red, blue and green; the import for that record will fail and return a message like the one sampled above.
If you're satisfied with the import, hit done.
In the import / export log you can see the history of the imported files as well as the details of the actions taken and their outcome.
To open the import / export log, go to Settings -> Reports & Data and open the import/export log:
If you hover over the information button - it will show you the details about the import:
If you want to see the details in full - hit the information button and a log modal will appear.
From the Import/Export Log you can also download the Imported files by clicking on the file name.
If you are looking for details on a specific Import you can also use the search bar to filter the log entries.