To Create a File Import

You can acquire data by importing files created with the following applications:

Excel
SmartPlant PID
AutoPLANT
AutoCAD
Proteus
Microstation
Navisworks
Revit

Prerequisites:

You have uploaded your source files and all required additional files to the PlantSight Documents share. You will find a list of all mandatory and optional additional files in Requirements for File-Based Imports.
If you want to import whole folders instead of selecting files individually: You need to upload all mandatory files, like mapping files or satellite files into the same folder as the source files on the PlantSight Documents.
If your import requires a mapping file, it must be named mapping.json.

Follow these steps to create a file import.

Open Data Acquisition.
In the panel Acquisition, select Other Import.
Select New ( ).
The import wizard appears.
Click Browse File, and then click Next. The contents of the Documents share appears.
To select import files, do one of the following:

Select file(s): To select files individually, check each file's box. Select only one file type for each import.

or
Select a folder: To select all files inside a folder, check the folder's box.
Click Next. The list Import Type appears. Depending on the selected source file type, it offers you all suitable import types. The following image shows an example.
Select an import type then click Next. If applicable for your import type, the mapping.json file and other additional files in the selected folder appear.

Tip: For non-OpenPlant schema imports, you can use the mapping file to create functional data by using the EC-SQL Query configuration. See Mapping.jason Configuration.

Tip: If you are doing an AutoCAD or Proteus import, you can skip this step so long as no files are present in the document share. In this case, you can do the mapping to generate a new mapping file in the document share.
Click Next.
(Optional) Edit the Import Name.
(Optional) Create a schedule to keep the Digital Twin updated. In the Schedule section, define a schedule for re-starting the import automatically. If you don't want to re-start the import automatically, select Manually. See Scheduling Imports.
(Optional) Choose an Aggregation option:

To aggregate the imported data manually, choose the Manually option. See Data Aggregation.

or

To start the aggregation automatically right after the import is completed, choose the Automatic Aggregation option. In the next step, you need to set further options.
(Optional) If you have chosen Automatic Aggregation, select one of the options:

To accept all changes and override the conflicts, choose the Accept All Changes option. The latest imported data will always be present.

or

To accept the changes and reject the conflicts, choose the Reject All Conflicts option. If conflicts occur, the attributes in the Digital Twin will not be changed.
Click Create.

For Excel, AutoCAD, and Proteus:

The import is created. The import appears in the imports list with the Loading state. Once the import has been successfully created, the status changes to Draft. You can start this import later. For imports in Draft status, you can map EC Classes in the Preview.

For Bentley bridges:

The import is created. The import appears in the imports list with Draft state. You can start this import later.

If you have scheduled the import, your schedule plan appears in the Schedule row of the import overview. The import starts according to the schedule automatically. Scheduled imports may only start if the previous import state is either Draft or Completed.