How to Import Spreadsheets

A Smart Import (by definition) is an import mechanism that matches objects between a system (e.g. SAP) and Fewzion with proactive issue detection and resolution.

Fewzion's Smart Import now allows work orders to be imported using excel spreadsheets. This guide explains how to import work orders in Fewzion using an excel spreadsheet.

Step-By-Step Guide

This guide provides instructions on:

 

Importing Spreadsheet

Importing spreadsheets from the Process Plan screen

To import a spreadsheet from the Process Plan screen, please follow the steps below

1. Click on the Planning Board icon

 

2. Click Import

 

The Smart Import to run represents the available Smart Imports

Info

If more then one Smart Import is available then a drop-down list appears.
 

The Select file to Import is the importable spreadsheet

The Range represents the data location (worksheet and range of cells) in the spreadsheet

Info

Please use the following format: =Sheet1!$A:$Q where
Sheet1 is the name of the worksheet
 
! is the separator of the worksheet and the range (essential)
$A:$Q is the range of the cells ($ is essential)
 

3. Click on the   icon to select the import spreadsheet

 

4. Choose the file and click Open

 

5. Change the Range if necessary by clicking on Change

 

Info

Please use the following format: =Sheet1!$A:$Q where
Sheet1 is the name of the worksheet
 
! is the separator of the worksheet and the range (essential)
$A:$Q is the range of the cells ($ is essential)
 

6. Click Import

 

Info

 
Please note that the import can take up to two minutes if thousands of records imported.

7. Check the import result

 

Info

If there were failed lookups during the import
 
check the Error Logs (please contact your administrator if you have difficulties accessing the logs)
 
and create the Lookups on the Lookups tab to avoid further issues. For more information see the "How to Manage Scheduled Tasks Smart Import" article. 

Importing spreadsheets from the Schedule screens

To import a spreadsheet from the Schedule screens, please follow the steps below

1. Click on the Schedules icon

 

2. Click Import

 

The Smart Import to run represents the available Smart Imports

Info

If more then one Smart Import is available then a drop-down list appears.
 

The Select file to Import is the importable spreadsheet

The Range represents the data location (worksheet and range of cells) in the spreadsheet

Info

Please use the following format: =Sheet1!$A:$Q where
Sheet1 is the name of the worksheet
 
! is the separator of the worksheet and the range (essential)
$A:$Q is the range of the cells ($ is essential)
 

3. Click on the   icon to select the import spreadsheet

 

4. Choose the file and click Open

 

5. Change the Range if necessary by clicking on Change

 

Info

Please use the following format: =Sheet1!$A:$Q where
Sheet1 is the name of the worksheet
 
! is the separator of the worksheet and the range (essential)
$A:$Q is the range of the cells ($ is essential)
 

6. Click Import

 

Info

 
Please note that the import can take up to two minutes if thousands of records imported.

7. Check the import result

 

Info

If there were failed lookups during the import
 
check the Error Logs (please contact your administrator if you have difficulties accessing the logs)
 
and create the Lookups on the Lookups tab to avoid further issues. For more information see the "How to Manage Scheduled Tasks Smart Import" article.

The Result of the Smart Import

A Smart Import (by definition) is an import mechanism that is matching objects between a system (e.g. SAP) and Fewzion. In other words, Fewzion imports data from the Source system and displays it on its screens for the user.

The task related Smart Import affects task information that is displayed on the Edit User screen as well as the Process Plan and Schedules screens in Fewzion.

The Result of the Smart Import on the Edit Shift Plan Task screen

The Edit Shift Plan Task screen can be accesses from the Planning Board, Schedules and Edit Shift Plan screens.

 

The grayed out (e.g. Work Order, Duration, etc.) fields are not editable in Fewzion because their data is imported from the Source system.

The Result of the Smart Import on the Process Plan and Schedules screens

 

An icon appears next to the task to indicate that the task was imported from a Source system.

Info

The icon is selected on the Edit Integration Source screen
The Import button is displayed if the "Allow AdHoc Import" checkbox is ticked on the Edit Integration Details screen.

Smart Import Error Logs

Definition: An error log describes an event that causes data failure during the import. Error logs need to be investigated and fixed

Info

You can access Error logs via the manage Integration screen. For more information see the "How to Manage Scheduled Tasks Smart Import" article

The most common types of error logs for the Users Smart Import are:

    • Duplicate records for a task (work order)
    • Unable to find a match for Source Process
    • Unable to find a match for Source Occupation Type
    • Unable to find a match for Source Task Type

Duplicated record for a task (work order) in Fewzion

Example: "Multiple Fewzion tasks in Fewzion data for: 100299577020"

Explanation: More than one task exists with the same Source Id (100299577020) in Fewzion

Possible Cause: The work order appears more then once in the Source system

Solution: Contact the Planners of the Source system and provide the details of the work order (task) so they can delete the duplicated record(s) from the Source system

Unable to find a match for Source Process

Example: "AD Process was not found by exact match. Work Order: 600020233"

Explanation: The Source Process (AD) was not found in Fewzion by a lookup

Possible Cause 1: The Source Process (AD) does not have a lookup that would match this Source Process to the relevant Process in Fewzion

Solution: Add a lookup for the AD Process (see more information in the Adding a Process Lookup section)

Possible Cause 2: The Source Process (AD) has a lookup that does not matched to an existing Process (To column is empty) in Fewzion.

Solution: Select an existing Process in Fewzion (for more information see the To change the Fewzion Process section)

Possible Cause 3: A lookup exists but the From column (Source Process) has a typo in its text so the lookup can’t match the Source Process to the relevant Process in Fewzion

Solution: Contact the Planners of the Source system to get the correct name of the Source Process, correct it in the Lookup table and ask them to check the name of the Process in the Source system (for typos) to avoid further errors

Unable to find a match for Source Occupation Type

Example: "O Occupation Type was not found by exact match. Work Order: 100274190"

Explanation: The Occupation Type (O) was not found in Fewzion by a lookup

Possible Cause 1: The Occupation Type (O) does not have a Lookup that would match the Source Occupation Type to the relevant Occupation Type in Fewzion

Solution: Add a Lookup for the Source Occupation (see more information in the Adding an Occupation Type Lookup section)

Possible Cause 2: The Source Occupation Type (O) has a lookup that does not matched to an existing Occupation Type (To column is empty) in Fewzion.

Solution: Select an existing Occupation Type in Fewzion (for more information see the To change the Fewzion Occupation Type section)

Unable to find a match for Source Task Type

Example: "G Task Type was not found by exact match. Work Order: 600020295"

Explanation: The Task Type (e.g. G) was not found in Fewzion by a lookup

Possible Cause 1: The Task Type does not have a Lookup that would match the Source Task Type to the relevant Task Type in Fewzion

Solution: Add a lookup for the Source Task Type (see more information in the Adding a Task Type Lookup section)

Possible Cause 2: The Source Task Type (G) has a lookup that does not matched to an existing Task Type (To column is empty) in Fewzion.

Solution: Select an existing Task Type in Fewzion (for more information see the To change Fewzion Task Type section)

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