In just a few simple steps, you can now upload data from your Excel spreadsheet or internal software into Matrak. This feature is especially useful for updating bulk records quickly and efficiently. Read on to learn more!
How to set up your file correctly
How to set up your file correctly
In order for Matrak to process your data upload, you need to make sure your file is set up correctly - the minimum columns required are the material 'ID' and 'Record Type' columns.
You can also add Qty and Suffix columns which is super handy for bulk updates, as well as Description columns and Linked columns.
Note: To ensure the upload works, your file must include 'ID' and 'Record Type' columns. You can use this basic Excel file template with pre-populated ID and Record Type column headings linked at the bottom of this article.
Below, is an example project where a company is updating the status of their materials from 'Not started' to 'Manufacturing', and also linking these materials to a stillage.
How to format dates from files
How to format dates from files
When importing Excel (.xlsx) files into Matrak we support most date format. To format your dates:
1. Right click the column header
2. Select format cells
3. Choose a date format
Tip: Matrak supports most date formats in your reports, allowing you to upload and manage your data, regardless of the date format used.
Please be aware that if you're dates are not written in a correct date format you wont be able to upload your data until they are correctly formatted.
Examples of acceptable date formats:
ISO 8601 (International Standard)
YYYY-MM-DD(e.g., 2024-06-19)
Common European Formats
DD-MM-YYYY(e.g., 19-06-2024)
Common Asian Formats
YYYY/MM/DD(e.g., 2024/06/19)
How to upload a .CSV or Excel file to update records in Matrak
How to upload a .CSV or Excel file to update records in Matrak
Great, I've set up my file, and everything looks good, now what?
Easy! Click on the Custom Reports Page, and in the report toolbar you will see a new 'Upload data' icon next to your familiar properties and relations options. Click this to bring up the easy file upload pop-up.
You can now drag and drop your excel (.xlsx) or CSV file directly into the pop up, or click 'Browse files' to search your computer for your file.
You will see a progress bar and an success indicator that your file has been imported, but we've yet to upload the data to the system. Theres one quick final step to make sure that your data is uploaded correctly.
Overwriting existing values
Overwriting existing values
Before you can upload your file there is a option to toggle on or off overwriting existing values.
When a record in your import matches a record that already exists in Matrak, you can turn on this option and the new value will add new records and replace the existing value by default.
Turn this option off if you want to create new records, and keep matching data as-is.
Once you click 'Import' you will see a progress bar, this may take a few minutes to create, update and link your records. Once the process is complete, the progress screen will change to let you know your data has been uploaded successfully.
Tip: Having a 'Record Type' column is not necessary if you only want to update existing data
How to fix errors
How to fix errors
There is a few possible reasons that you may be getting an error appear when you try to upload your file.
The system wants to make sure that we upload your data correctly, and into the right place. Here's a few things what may be causing you an error.
