Import and export Parts, Users, and other Entities 

You can use a spreadsheet (.csv file) to create or edit multiple items and then import them. 

This can be much faster and easier than creating or editing those items one at a time in GS.

You can also export any of these items to a .csv file.

Importing New Entities

A. Download the Create template

  1. Above the list of entities, select the Import button.
  2. Select the Create Template button to download a .csv file. Select a folder and enter a filename for this new file.

B. Fill in the Template

  1. Open the .csv file.
  2. Fill out a new row for each entity — Part, Characteristic, Process, User, etc. — you want to create.
    • For each value, the same rules apply as when you create the entity in GS.
    • If there is a column named "Add ...", you can set multiple values for that item by adding more columns with this header to the file.
      • For example, when creating a User assigned to multiple Groups, add more Add Group columns to the file and then specify one Group in each column.
      • The location of new columns does not matter - you can insert them or add them to the end.
    • You can remove any blank column from the file unless it is required for that entity.
      • This is optional when importing new entities but can simplify editing the file.
  3. When finished, save and close the file.

C. Import the file

  1. In GS, return to the Import window for the entity you are importing.
  1. To import the file, you can drag your .csv file onto this window or use the Upload CSV button.
  2. When you upload the file, GS checks for errors in the file.
    1. If it finds errors error in your file before the import begins, the Errors section displays which row had the error and what the problem is.
    3. When this happens, you can edit your import file to fix the error and then upload it again.
  3. If GS does not find errors in your file, select the Start button to begin importing the file.
  4. GS begins importing the rows in your file.
    1. If all rows in your file are successfully imported, the Status section displays 0 failed to import. and there is no Errors section.
    2. Now you can select Close to return to the list of entities and review the new items you just imported.
    4. If GS finds an error during the import, the Status section shows how many rows successfully imported and how many failed to import, and the Errors section displays which rows did not import and what the errors are.

    6. When this happens, you can:

      1. Select Download Rows with Failures to create a .csv file containing only the rows that failed, with an additional Error column that shows the error for each row.
      2. Open the new .csv file.
      3. Edit each row to fix its error.
      4. Remove the Error column.
      5. Save and close the file.
      6. Upload this new .csv file.

Updating Entities from an Export file

To update a long list of entities — Users, Traceability list values, etc. — the easiest method may be to export the entities, make changes in the export file, and then upload that file.

Importing a file with blank fields will change those fields to blank in GS.

A. Export entities

  1. View a list of entities you want to export.
    1. To change which entities are listed, use Search or Show Hidden (where available).
  2. Select the Download button to create a .csv file of the listed entities.  Select a folder and enter a filename for this new file.

B. Make changes in the export file

  1. Open the .csv file.
  2. Delete any rows that you don't want to update.
  3. Edit any values you want to change, except for the ID which cannot be changed.
    • For each value, the same rules apply as when you edit the item in GS.
    • If there is a column named "Add ..." or "Remove ...", you can add or remove multiple values for that item by adding more columns with this header to the file.
      • For example, when updating Users, you can add more Add Group and Remove Group columns to the file and then specify one Group in each column.
      • The location of new columns does not matter - you can insert them or add them to the end.
  4. Remove columns that cannot be imported.
    1. For some entities, the export file contains columns that cannot be imported. Check the Values for exported, updated, and new Entities to see which columns must be removed before import.
  5. Remove any columns — except for ID — that you didn't change.
  6. Make sure that any blank values left in the template are values that you want to be blank in GS.
  7. When finished, save and close the file.

C. Import the file

  1. In GS, return to the list of entities and select the Import button.
  1. To import the file, you can drag your .csv file onto this window or use the Upload CSV button.
  2. When you upload the file, GS checks for errors in the file.
    1. If it finds errors error in your file before the import begins, the Errors section displays which row had the error and what the problem is.
    3. When this happens, you can edit your import file to fix the error and then upload it again.
  3. If GS does not find errors in your file, select the Start button to begin importing the file.
  4. GS begins importing the rows in your file.
    1. If all rows in your file are successfully imported, the Status section displays 0 failed to import. and there is no Errors section.
    2. Now you can select Close to return to the list of entities and review the new items you just imported.
    4. If GS finds an error during the import, the Status section shows how many rows successfully imported and how many failed to import, and the Errors section displays which rows did not import and what the errors are.

    6. When this happens, you can:

      1. Select Download Rows with Failures to create a .csv file containing only the rows that failed, with an additional Error column that shows the error for each row.
      2. Open the new .csv file.
      3. Edit each row to fix its error.
      4. Remove the Error column.
      5. Save and close the file.
      6. Upload this new .csv file.

Updating Entities with an Update Template

This method uses a blank template that you can fill in to update entities.

Importing a file with blank fields will change those fields to blank in GS.

A. Identify the Entity IDs to Update

You will need to know the ID of each entity you want update. This value cannot be changed.

To find these IDs:

  1. View a list of entities you want to update.
    1. To change which entities are listed, use Search or Show Hidden (where available).
  2. Note each entity's ID which is displayed on this list.
  3. (optional) You can export this list of entities and their IDs to a .csv file for later reference.
    1. To do so, select the Download button to create a .csv file of the listed entities. Select a folder and enter a filename for this new file.

B. Download the Update template

  1. Above the list of entities, select the Import button.
  2. Select the Update Template button to download a .csv file. Select a folder and enter a filename for this new file.

C. Fill in the Template

  1. Open the .csv file.
  2. Remove all columns except for ID and the columns you want to update.
  3. Fill out a new row for each entity — User, Traceability list value, etc. — you want to update.
    • Each row must contain the ID of the entity you want to update.
    • For each value, the same rules apply as when you edit the item in GS.
    • If there is a column named "Add ..." or "Remove ...", you can add or remove multiple values for that item by adding more columns with this header to the file.
      • For example, when updating Users, you can add more Add Group and Remove Group columns to the file and then specify one Group in each column.
      • The location of new columns does not matter - you can insert them or add them to the end.
  4. Make sure that any blank values left in the template are values that you want to be blank in GS.
  5. When finished, save and close the file.

D. Import the file

  1. In GS, return to the Import window for the entity you are importing.
  1. To import the file, you can drag your .csv file onto this window or use the Upload CSV button.
  2. When you upload the file, GS checks for errors in the file.
    1. If it finds errors error in your file before the import begins, the Errors section displays which row had the error and what the problem is.
    3. When this happens, you can edit your import file to fix the error and then upload it again.
  3. If GS does not find errors in your file, select the Start button to begin importing the file.
  4. GS begins importing the rows in your file.
    1. If all rows in your file are successfully imported, the Status section displays 0 failed to import. and there is no Errors section.
    2. Now you can select Close to return to the list of entities and review the new items you just imported.
    4. If GS finds an error during the import, the Status section shows how many rows successfully imported and how many failed to import, and the Errors section displays which rows did not import and what the errors are.

    6. When this happens, you can:

      1. Select Download Rows with Failures to create a .csv file containing only the rows that failed, with an additional Error column that shows the error for each row.
      2. Open the new .csv file.
      3. Edit each row to fix its error.
      4. Remove the Error column.
      5. Save and close the file.
      6. Upload this new .csv file.

Exporting entities

  1. View a list of entities you want to export.
    1. To change which entities are listed, use Search or Show Hidden (where available).
  2. Select the Download button to create a .csv file of the listed entities. Select a folder and enter a filename for this new file.

Values for exported, updated, and new Entities

The Allowed values specified below are not case sensitive.

Alerts

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
Description Optional Optional string
Email User (multiple) No No  
Add Email User (multiple) Optional Optional

string

One User per column

Must match a User in GS
Remove Email User (multiple) No Optional

string

One User per column

Must match a User in GS
Additional Email (multiple) No No  
Add Additional Email (multiple) Optional Optional

string

One Email address per column
Remove Additional Email (multiple) No Optional

string

One Email address per column
Email Template Optional Optional string (max 1000 characters)
Phone User (multiple) No No  
Add Phone User (multiple) Optional Optional

string

One User per column

Must match a User in GS
Remove Phone User (multiple) No Optional

string

One User per column

Must match a User in GS
Additional Phone (multiple) No No  
Add Additional Phone (multiple) Optional Optional

string

One Phone Number per column
Remove Additional Phone (multiple) No Optional

string

One Phone Number per column
Text Message Template Optional Optional string (max 160 characters)

Characteristics

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
Description Optional Optional string
RTF Group (multiple) No No  
Add RTF Group (multiple) Optional Optional

string

One Real Time Failure Group per column

Must match a Real Time Failure Group in GS
Remove RTF Group (multiple) No Optional

string

One Real Time Failure Group per column

Must match a Real Time Failure Group in GS
Location (multiple) No No  
Add Location (multiple) Optional Optional

string

One Location per column

Must match a Location in GS
Remove Location (multiple) No Optional

string

One Location per column

Must match a Location in GS
Range Type Required Optional
  • range
  • movingRange
  • sigma
Display Format Preset Required Optional
  • decimal
  • int
  • currency
  • exponential
  • percent
  • custom
Display Format Custom Optional Optional string
Upper Spec Optional Optional decimal
Lower Spec Optional Optional decimal
Upper Fixed Control Limit X Optional Optional decimal
Lower Fixed Control Limit X Optional Optional decimal
Target X Optional Optional decimal
Target R Optional Optional decimal
Upper Fixed Control Limit R Optional Optional decimal
Lower Fixed Control Limit R Optional Optional decimal
Upper Individual Limit Optional Optional decimal
Lower Individual Limit Optional Optional decimal
Upper Reasonable Limit Optional Optional decimal
Lower Reasonable Limit Optional Optional decimal
Unit Required Optional

string

Must match a Unit in GS
Entity Tag Optional Optional

string

Must match a Tag in GS
Subgroup Size Required Optional integer
Control Limit Not Less Than Zero Required Optional
  • true
  • false
Data Entry Constant Optional Optional string
Part Required No

string

Must match a Part in GS
Traceability - Name (multiple) Optional Optional

string

One Traceability per column

Defect Categories

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
Parent Category Optional Optional

string

Must match a Defect Category in GS
Defect (multiple) No No  
Add Defect (multiple) Optional Optional

string

One Defect per column

Must match a Defect in GS
Remove Defect (multiple) No Optional

string

One Defect per column

Must match a Defect in GS
Location (multiple) No No  
Add Location (multiple) Optional Optional

string

One Location per column

Must match a Location in GS
Remove Location (multiple) No Optional

string

One Location per column

Must match a Location in GS

Defects

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
NCU Cost Required Optional decimal
Defect Category (multiple) No No  
Add Defect Category (multiple) Optional Optional

string

One Defect Category per column

Must match a Defect Category in GS
Remove Defect Category (multiple) No Optional

string

One Defect Category per column

Must match a Defect Category in GS
Location (multiple) No No  
Add Location (multiple) Optional Optional

string

One Location per column

Must match a Location in GS
Remove Location (multiple) No Optional

string

One Location per column

Must match a Location in GS

Groups

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Add User (multiple) Optional

 

 Optional

string

One User per column

Must match a User in GS
User (multiple) No No  
Remove User (multiple) No Optional

 

string

One User per column

Must match a User in GS

Local Queries

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Query Required Optional string

Locations

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Required string

Parts

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
Description Optional Optional string
Defect Category (multiple) No No  
Add Defect Category (multiple) Optional Optional

string

One Defect Category per column

Must match a Defect Category in GS
Remove Defect Category (multiple) No Optional

string

One Defect Category per column

Must match a Defect Category in GS
Location (multiple) No No  
Add Location (multiple) Optional Optional

string

One Location per column

Must match a Location in GS
Remove Location (multiple) No Optional

string

One Location per column

Must match a Location in GS

Processes

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
Description Optional Optional string
RTF Group (multiple) No No  
Add RTF Group (multiple) Optional Optional

string

One Real Time Failure Group per column

Must match a Real Time Failure Group in GS
Remove RTF Group (multiple) No Optional

string

One Real Time Failure Group per column

Must match a Real Time Failure Group in GS
Location (multiple) No No  
Add Location (multiple) Optional Optional

string

One Location per column

Must match a Location in GS
Remove Location (multiple) No Optional

string

One Location per column

Must match a Location in GS
Sample Size Required Optional integer
NCU Cost Required Optional decimal
Acceptable Defect Percent Optional Optional decimal
Goal Yield Optional Optional decimal
Acceptable Yield Optional Optional decimal
Quality Goal Optional Optional decimal
Quality Acceptable Optional Optional decimal
Availability Goal Optional Optional decimal
Availability Acceptable Optional Optional decimal
Performance Goal Optional Optional decimal
Performance Acceptable Optional Optional decimal
OEE Goal Optional Optional decimal
OEE Acceptable Optional Optional decimal
Traceability - Name (multiple) Optional Optional

string

One Traceability per column

Real Time Failure Groups

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
Data Type Required Optional
  • spc
  • dms
  • oee
Failure (multiple) No No  
Add Failure (multiple) Optional Optional

One Real Time Failure per column

spc failures:

  • xBarAboveUCL
  • xBarBelowLCL
  • nXBarInARowAboveMean
  • nXBarInARowBelowMean
  • nXBarInARowIncreasing
  • nXBarInARowDecreasing
  • nOfNPlus1Above2SD
  • nOfNPlus1Below2SD
  • nOfNPlus1Above1SD
  • nOfNPlus1Below1SD
  • nXBarInARowOutside1SD
  • nXBarInARowAlternating
  • nXBarInARowInside1SD
  • xBarAboveFixedControlLimit
  • xBarBelowFixedControlLimit
  • xAboveIndividualLimit
  • xBelowIndividualLimit
  • xAboveSpec
  • xBelowSpec
  • rangeAboveUCL
  • rangeBelowLCL
  • nRangeInARowAboveRBar
  • nRangeInARowBelowRBar
  • nRangeInARowIncreasing
  • nRangeInARowDecreasing
  • rangeAboveFixedControlLimit
  • rangeBelowFixedControlLimit

dms failures:

  • aboveAcceptableDefectPercent
  • belowYield

oee failures:

  • belowAcceptableAvailability
  • belowAcceptablePerformance
  • belowAcceptableQuality
  • belowAcceptableOEE
Remove Failure (multiple) No Optional

Serial Devices

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
End of Line String Required Optional
  • carriageReturn
  • carriageReturnLineFeed
  • formFeed
  • lineFeed
  • tab
  • space
  • custom
Custom End of Line String Required if
End of Line String = custom		 Required if
End of Line String = custom		 string
No for all other
End of Line String settings		 No for all other
End of Line String settings
Filter Devices Optional Optional
  • true
  • false
Vendor ID Filter Optional Optional decimal
Product ID Filter Optional Optional decimal
Baud Rate Optional Optional integer
Buffer Size Required Optional integer
Data Bits Required Optional
  • 7
  • 8
Flow Control Required Optional
  • none
  • hardware
Parity Required Optional
  • none
  • even
  • odd
Stop Bits Required Optional
  • 1
  • 2
Advance to Next Test After Reading Required Optional
  • true
  • false
Also Allow Keyboard Input Required Optional
  • true
  • false
Custom Waiting for Reading Prompt Optional Optional string
Send Command to Device Before Reading Optional Optional
  • true
  • false
Before Reading Command To Send Optional Optional string
Require Operator Interaction Optional Optional
  • true
  • false
Custom Operator Interaction Prompt Optional Optional string
Send Command to Device After Reading Optional Optional
  • true
  • false
After Reading Command To Send Optional Optional string

Tags

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Required string

Traceability

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Hidden Optional Optional
  • true
  • false
Description Optional Optional string
Filter Data Entry Required Optional
  • true
  • false
Required Required Optional
  • always
  • onRTF
  • never
Type Required No
  • text
  • bool
  • int
  • decimal
  • currency
  • time
  • datetime
Restricted Required Optional
  • true
  • false
Preset Value (multiple) No No  
Add Preset Value (multiple) Optional Optional

string

One Preset Value per column
Remove Preset Value (multiple) No Optional

string

One Preset Value per column
Text Operation Optional Optional
  • begins
  • ends
  • regex
  • len
  • contains
Text Operation Value Optional Optional string
Number Min Optional Optional decimal
Number Max Optional Optional decimal

Units

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Required string

Users

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Enabled No No  
Username Required No string
Role Required Optional

string

Must match a Role in GS
Group (multiple) No No  
Add Group (multiple) Optional Optional

string

One Group per column

Must match a Group in GS
Remove Group (multiple) No Optional

string

One Group per column

Must match a Group in GS
Location (multiple) No No  
Add Location (multiple) Required for non-Admin Roles
if you have more than one Location		 Optional for non-Admin Roles
if you have more than one Location

string

One Location per column

Must match a Location in GS
No if Role is Admin
or you do not have multiple Locations		 No if Role is Admin
or you do not have multiple Locations
Remove Location (multiple) No Optional

If you have more than one Location,
this must not remove the User's
last remaining Location

string

One Location per column

Must match a Location in GS
Email Required if Role = Admin Optional string
Optional for all other Roles
Phone Number Optional Optional string
Pin Optional Optional integer (4 digits)
Single Sign-On Id Optional Optional string
Traceability - Name (multiple) Optional Optional

string

One Traceability per column

Workstations

Exported columns Create Update Allowed values
Id No Required

integer

Must match the entity's ID in GS
Name Required Optional string
Traceability - Name (multiple) Optional Optional

string

One Traceability per column