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Import, export and convert data

Bally
  • Updated

Worksheet gives you the flexibility to work with other applications and file formats. You can:

 

Import data

You can create worksheets quickly by importing data from other applications.

 

  1. Make sure to have a blank worksheet open.  The import function will add the imported products to your current worksheet.

  2. From the File menu, select Import Center. 

  3. In the Import Center dialog, select the format of the file you want to import.  When you select a format, its description is displayed on the right side.



    Note: If you want to remove some formats from the list, click Select Formats. In the Select Formats for Import dialog clear the checkboxes of the formats you want to hide then click OK.

  4. Click Import to choose the file.

  5. From the Choose a file to import from dialog box select the file to be imported then click Open.

  6. Once the import is done, you may see an Import Log reporting all the products imported.  Click the Items with Warnings or Errors tab to see if any items had error messages. You may save the log if you want.

  7. After the import is complete you may be prompted to consolidate identical items in the worksheet and update your worksheet against the catalogs. Click Yes.

Note: Worksheet remembers the last used format so the next time you open the Import Center, the last used format is automatically selected. The Steelcase SpecSIF option is for files with .ssf extensions. This is used to SIF from Hedberg. The Steelcase Partial SpecSIF is for files with .psf extensions. This is also used to SIF from Hedberg.

 

Export data

This feature lets you export Worksheet files to a variety of formats.

 

  1. From the File menu, select Export Center.

  2. Select the format of the file. When you highlight a format its description is displayed to the right.



    Note: If you want to remove some formats from the list, click Select Formats. In the Select Formats for Export dialog clear the check boxes of the formats you want to hide then click OK.

  3. If you want standards and outline levels flattened, and identical items consolidated in the new file, check Export from a flattened and consolidated view of the worksheet.

  4. Click Export.

  5. In the Choose a file to export to dialog select the folder, type the file name then click Save.

Notes:

  • Worksheet remembers the last used format so the next time you open the Export Center, the last used format is automatically selected.

  • CAP Studio SIF has all the new 32-bit SIF codes applied to it and can be read by other software applications like EDI (electronic ordering) systems

  • Legacy CAPSIF  is a classic CAPSIF file that CAPSpex created using old 8-bit code

  • Steelcase SpecSIF (.SSF) option is used to SIF to Hedberg

  • Steelcase Partial SpecSIF (.PSF) is also used to SIF to Hedberg

  • Teknion SIF includes panel configurations created from Worksheet

  • Before exporting to a Global Order Entry XML or a Global Contract SIF, you must set certain fields in the Worksheet Properties. See Global Order Entry in the Worksheet Manufacturer-Specific Information Help.

Convert data

From the Convert sub-menu you can:

  • Export multiple files at one time. You can convert multiple worksheets to OFDA XML or to CAPSIF for Order Entry type files. This is a great time-saver if you have multiple worksheet files that need to be converted.

  • Convert a Giza User Library to a Custom Catalog that can be used in Worksheet.

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