You can import categories from Microsoft Excel. This is particularly useful if you have to create a lot of categories, and instead of completing a new category window each time, you can enter them in a database or spreadsheet and then import them. In addition, you can export your categories into Microsoft Excel.
Before you can import your data, you must first create the required business objects, attributes and windows into which you want to import your existing items using the Object Designer and Window Manager components.
The following procedure describes importing a set of categories. You import reference lists, ordered lists and groups in a similar way. Ordered lists are imported in rank order. The Action is called Import Wizard for reference lists, ordered lists and groups, and called Import Category for categories.
To import categories:
Start the Administration component, and expand the Categories tree.
Expand the relevant Module folder, then select the required Category Type folder, for example Incident Management | Category.
On the Actions list, click Import Category. The Category Import Wizard starts.
Select the Excel Version that you want to import from, then alongside the File Name box, click . The Open dialog appears.
Select the required Excel file, then click Open.
In the drop down list, select the Excel Sheet which contains the categories that you want to import, then click Finish. The categories are imported.
Click to close the Import dialog box.
If required, you can export your categories to a Microsoft Excel spreadsheet. You must have Microsoft Excel installed to be able to do this.
To export categories to Microsoft Excel:
Within the Administration component, expand the Categories tree.
Expand the relevant module folder and select the required Category folder. For example, Incident Management | Category.
On the Actions list, click Export to Excel. The category and all of its sub categories are exported to Microsoft Excel, and the application opens automatically.