ConstructSim Executive Client Help

Data Processing Configuration Wizard Import Pane

The Import section is used to create or edit XML mapping files used to import Microsoft Excel data into ConstructSim Work Package Server. It contains a built-in wizard to map data in an Excel file to WPS classes.

This process involves selecting a class and an Excel file, and then mapping the class attributes to columns in the Excel file. You also can define relationships to other objects if they exist in the project.

For example, loading an Excel file with a list of Contracts involves the following:

  1. Select the Contracts class and click Edit.
  2. On the next screen, click Next. This screen shows the current class attributes.
  3. Select the Excel file with the Contracts and descriptions in it. Other attributes can be added if applicable (Contract Status is also shown here).
  4. Select the attributes in the Available attributes and properties panel and then the desired column in the Excel columns panel. Also, turn on the check box in the FILE MAPPED column. Then click the right arrow button to map them.
    Note: The checkbox labeled Create missing attributes (marked in red) on configuration upload is used when an existing configuration is imported, but one or more of the attributes do not exist yet in the project. Enabling this checkbox creates the missing attributes.
  5. The next pane shows the relationships mapping. The default is the Document to Tag relationship. For example, if the Excel file had a column with Tag names, then that column could be specified here. Click Next to finalize the mapping.
  6. The final pane shows the XML mapping file. The options at the top specify how the data is to be loaded and managed in ConstructSim Work Package Server.
    Delete all classified objects Deletes all objects of the specified class and then reloads from the Excel file.
    Delete and recreate object Deletes and recreates only each specific instance of the classified object in the Excel source file.
    Append project name to identifier Typically not used as ConstructSim Work Package Server only supports a single project per instance.
    Skip duplicate rows Ignores duplicate rows on import in case of syntax errors or copying mistakes in input data.

    Followed by a drop-down button containing

    Create and update Updates an existing instances with data from the Excel file and creates new ones for those instances which do not already exist.
    Update only Updates only existing objects found in WPS from the Excel source file.