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    Importing Points from Excel or CSV

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    • B
      Benoit
      last edited by

      I've recently been made aware that it is now possible to import multiple points from a spreadsheet and that the new point property templates were essential in doing this. Sounds simple enough but first I need to get a blank template in spreadsheet format using the template of my choosing. I can't seem to figure out how to export a template so that I can populate it and import it later. Anyone know how to do this?

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      • JoelHaggarJ
        JoelHaggar
        last edited by

        This video explains how to create and manage Data Point Templates: https://help.infiniteautomation.com/support/solutions/articles/14000022512-using-data-point-templates

        Currently when editing a data point is the only place to create the templates. General work flow would be to create one data point for each type of data point you need and create a template for each one. You can then export the CSV of the Data Source and then use Excel to create all the other Data Points you need.

        Hopefully this helps.

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        • B
          Benoit
          last edited by

          Joel, this video explains how to use, create and update templates but only makes reference to another future video when it comes to exporting or importing.

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          • JoelHaggarJ
            JoelHaggar
            last edited by

            Try the video here on the Data Point Template features: It was from when it was still all in beta but I think will answer your questions: http://infiniteautomation.com/forum/topic/1872/mango-2-6-new-features

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            • B
              Benoit @JoelHaggar
              last edited by Benoit

              Thanks Joel, I now understand that the datasource needs to be exported to CSV, imported to Excel and then edited as required before importing. I'll give it a try in the morning and see how it works. I assume that new points are imported and old ones updated? Is there also a way of using this to delete points as well?

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              • JoelHaggarJ
                JoelHaggar
                last edited by

                If you import a point with the same XID as one in the system it will be updated. Points in the CSV with new XIDs will be created. There is currently no way to delete points through the CSV.

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