Toxnot can import material and product data from an Excel spreadsheet (.xlsx), comma-separated value file (.csv), or a tab-separated value file (.tsv). It can also import data from SDS documents. Information about that process can be found in this article.
You can import one product or material at a time, or bulk import materials. You can also have Toxnot extract materials out of a product you import.
An import in Toxnot follows three basic steps:
- Configure your BOM (Bill of Materials) Column Template
- Upload an import file with basic material or product information
- Confirm imported columns
This article walks through an example import, and offers resources for more advanced import options. Together we'll import a Sample Chair.
BOM Column Template
The BOM Column Template defines which columns you will see and use in your BOMs when you view and edit them in Toxnot. You can enable or disable the standard Toxnot columns, or add custom columns. You can also reorder columns.
Toxnot will automatically skip columns that it finds in import files that aren't in your BOM Column Template.
In our example above, we wish to import a column "Our Chemical Hazard Score", an analysis score that we use internally at our organization, so we'll add it to our template.
To edit your BOM Column Template, navigate to Data Templates under My Library and click BOM Column Template.
To add a custom column, type in a column name and click Add Custom Column.
The custom column is added to the bottom of your BOM template, but you can change the order of its appearance by clicking and dragging. When you create a new product or material, the order and appearance of columns in Toxnot will match your configuration in the BOM Column Template.
For more information about the BOM Column Template, see Setting up your BOM Fields.
Upload an Import File
Once your BOM Column Template is configured, you are ready to perform the import. You will provide basic information about the product, configure source file import options, and choose your file for import.
To begin the import, navigate to Import. This can be done either at the bottom of the My Library menu section or from the New Product button in your Product Library.
Basic Inventory Information
You must provide a name for your new product. The remaining fields are optional, but useful:
- Product Description
- Plant Name
- Supplier Name
- Auto-calculation Mode
If you choose a supplier which is not already in your Toxnot Supplier Library, it will be added to your Supplier Library! To learn more about suppliers and requests for information, see Supplier Surveys.
Selecting an auto-calculation mode instructs Toxnot how Weight and Product % by Weight should be calculated. We will proceed without an auto-calculation mode in our example, but you can learn more about these modes in Weight Auto-calculations.
Source File Options
Your source file options help Toxnot interpret non-data rows in your import spreadsheet. Most import files have a single header row at the top of the file. If you have an extra row of comments in the header of your document, say, you would change the value of My file has header rows ending at row to "2".
Since we have a single header row with field names and no footer rows, we will not make any changes.
If your import file has non-data rows at the bottom of the file, you can use the Footer Row option to skip those rows.
Lastly, click Choose File and specify your import file. Your import screen should look something like this:
Click "Create Product" to proceed with the import.
Confirm Imported Columns
The import is going to match columns in your spreadsheet with columns in your BOM Template, and ask you to verify the results. If a column could not be automatically matched, you'll have a chance to correct the issue here.
In our example, all columns are lined up as expected and we can safely proceed, but this is not always the case and you should always validate column mappings.
For example, an obscure column name can lead to unintended results. Toxnot would interpret "Chemical" as "Chemical Name", but it's possible you intended "Chemical Registry Number":
In this case, you would select the correct mapping from the Mapping drop down options, or choose to Skip this Column if the column should not be included.
We took care to map our custom column, Our Chemical Hazard Score. If we did not, import mapping would fail and Toxnot will automatically skip this column:
But fear not! If you forget to add a custom column, select "Add as New Custom Column in Template" and you'll be all set.
Click Save and View to view your new product!
Imports are great at moving data quickly, and there are a lot of options in Toxnot to help you create an importing strategy that is right for you.
The Importing Data and Maintaining your Library section will help you to:
- Understand automatic field mapping
- Import Proprietary status
- Handle Linked Materials
- Automatically create new materials within an imported product using Extract and Link Materials
- Import an entire Material Library
- Import product and material status
- Import summary data
and much more!
Do you have a question about the workflow or issues you've found?
Use the Intercom chat service in the bottom-right of your screen to connect to a Toxnot Customer Success Engineer, and we'll get back to you with the information or help you need.