Create Local Versions from Bulk Import

You can use the Bulk Copy Inventory/Create Local versions template to create multiple local versions at once and to configure existing inventory records as local versions.

To create local versions using bulk import

  1. On the Global Settings menu, select Import Templates from the Data Import section. The Import Templates screen appears.


  2. On the Bulk Copy Inventory/Create Local Versions tile, click the Download button. A spreadsheet file will download to your device.
  3. Open the downloaded spreadsheet file.
  4. Complete the columns. For more info, see Create Copies Local Versions (Bulk Import) Screen Reference.
  5. Save the spreadsheet to your device.
  6. On the Global Settings menu, select Bulk Import from the Data Import section. The Bulk Import screen appears.

  7. Click the New Import button. The New Import modal appears.


  8. Complete the fields and attach your spreadsheet file.
  9. Click the Submit button.
    Note:

    Local versions can be found by selecting the Local Versions tab of an inventory record configured as a master record.

Create Copies Local Versions (Bulk Import) Screen Reference



Column

Description

Master Record GUID

Enter the GUID (found on an inventory export) of the inventory that you want to be the Master Record.

Name

Enter the name of the copied local version.

Managing Organization

Enter the managing organization.

Hosting Location

Enter the hosting location.

Copy as Local Version

Enter Yes or No in the column.

Copy Related Inventories

Enter Yes or No in the column.

Auto-Update from Master

Enter Yes or No in the column.

To configure existing records as local versions using bulk import

  1. On the Global Settings menu, select Import Templates. The Import Templates screen appears.

  2. Click the Download button on the Link Existing Inventories to Masters template. A spreadsheet file will download to your device.
  3. Open the spreadsheet file.
  4. Complete the fields for every record you wish to configure as a local version. For more info, see Bulk Linking Existing Versions Screen Reference.
    Note:

    GUIDs, names, and other record information can be found on the Options sheet and by downloading an export of your inventory records.

  5. On the Global Settings menu, select Bulk Import. The Bulk Import screen appears.

  6. Click the New Import button. A New Import modal appears.


  7. Complete the fields and attach your spreadsheet file.
  8. Click the Submit button.

Bulk Linking Existing Versions Screen Reference

Note:

This example uses processing activities, but the import template contains tabs for all inventory types.



Column

Description

Processing Activity ID

Enter the GUID for the processing activity.

Processing Activity Name

Enter the name of the processing activity.

Processing Activity Organization

Enter the current managing organization of the processing activity.

Master Processing Activity ID

Enter the GUID for the master processing activity to which you are linking the record.

Master Processing Activity Name

Enter the name of the master processing activity to which you are linking the record.

Master Processing Activity Organization

Enter the managing organization of the processing activity to which you are linking the record.

Auto-Update from Master

Enter Yes or No in the column.