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Harnessing the transformative power of digitalization, Gobilda proudly presents an innovative solution that simplifies the process of managing part lists – the CSV Part List Upload feature. With this cutting-edge tool, users can effortlessly import their part lists from a convenient CSV file, saving precious time and reducing the likelihood of errors. By seamlessly streamlining the part list management process, Gobilda empowers users to focus more on their projects and less on administrative tasks, unlocking unparalleled efficiency and productivity.
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Embark on a journey of seamless collaboration with Gobilda’s CSV Part List Upload feature. Whether you’re working independently or as part of a team, importing part lists from a shared CSV file ensures that everyone is on the same page. Eliminate the need for manual data entry and its associated risks, empowering your team to work smarter and faster. Gobilda’s user-friendly interface guides you through the upload process effortlessly, allowing you to quickly import even complex part lists without breaking a sweat.
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Experience the transformative power of automation as Gobilda’s CSV Part List Upload feature takes the guesswork out of part list management. Once your CSV file is imported, Gobilda automatically cross-references the part numbers with its comprehensive database. This intelligent process ensures that all parts are accurately identified and assigned to the appropriate categories, saving you countless hours of manual checking. Furthermore, Gobilda’s intuitive error detection system flags any potential issues, allowing you to make necessary adjustments before submitting your part list.
Getting Started with CSV Part Lists
To begin using CSV part lists in Gobilda, follow these detailed steps:
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Obtain the CSV Template:
Navigate to the Gobilda website’s "Parts" section and select the "CSV Templates" tab. Download the appropriate template for your specific robot or project.| Template File | Description |
|:—|:—|
| “bom-full.csv” | Includes all parts, including BOM references and quantity information |
| “bom-limited.csv” | Contains only basic part information, such as description, part number, and quantity |
| “bom-complete.csv” | A comprehensive template that includes all BOM references, descriptions, part numbers, and quantities | -
Fill in the Template:
Open the downloaded CSV file in a spreadsheet editor such as Microsoft Excel or Google Sheets. Fill in the template fields with the necessary part information. Ensure that the columns are arranged in the correct order and that all required data is present. -
Save the CSV File:
Once the template is complete, save the file as a CSV (comma-separated values) document. Choose a name and location where you can easily access it later.
Formatting Your CSV File
To ensure successful upload, your CSV file must adhere to the following formatting guidelines:
Row Format
Each row in the CSV file represents an individual part. Rows should be organized in the following order:
| Column | Description |
|---|---|
| Part Number | Unique identifier for the part. |
| Quantity | Number of parts required. |
| Alternate Part Number (Optional) | Alternative part numbers that may be used as substitutes. |
Column Formatting
Part Number: Enter the exact part number as it appears in the Gobilda catalog.
Quantity: Specify the number of parts required. Enter whole numbers only.
Alternate Part Number (Optional): If applicable, provide alternative part numbers that may be used as substitutes. Separate multiple part numbers with commas.
Mapping Fields to Gobilda Parameters
To upload a CSV part list in Gobilda, you must first map the fields in your CSV file to the corresponding parameters in Gobilda. The following table provides a list of the required fields and their corresponding Gobilda parameters:
| CSV Field | Gobilda Parameter | Description |
|---|---|---|
| Part Number | partNumber | The unique identifier for the part. |
| Quantity | quantity | The number of units of the part that are required. |
| Description | description | A brief description of the part. |
| Serial Number | serialNumber | The serial number of the part, if applicable. |
| Location | location | The location of the part in the inventory, if applicable. |
In addition to the required fields, you can also include optional fields in your CSV file. These fields will be ignored by Gobilda, but they can be useful for your own reference purposes. For example, you could include a field for the purchase order number or the vendor name.
Once you have mapped the fields in your CSV file to the corresponding parameters in Gobilda, you can upload the file to the Gobilda website. The website will automatically create a new part list for you, based on the data in your CSV file.
Validating Your CSV File
Before uploading your CSV file, it’s crucial to validate its format and contents to ensure successful processing. Here are some key steps to validate your CSV file:
Open the CSV file in a spreadsheet editor such as Microsoft Excel or Google Sheets.
This will provide a visual representation of your data, making it easier to spot any errors or inconsistencies.
Check the file format
CSV files should be saved in a comma-separated values format with a .csv extension. Ensure that the file is not saved as an Excel spreadsheet (.xlsx) or other incompatible format.
Verify the column headers
The first row of your CSV file should contain the column headers that define the data in each column. Gobilda will use these headers to map your data to the appropriate fields in its system. Ensure that the headers are spelled correctly and match the required format.
Examine the data
Review the data in your CSV file carefully to identify any errors or missing values. Check for duplicate records, incorrect part numbers, or any other inconsistencies that could affect the accuracy of the upload.
Resolve errors
If you find any errors or inconsistencies in your CSV file, correct them directly in the spreadsheet editor. Make sure to double-check your changes to ensure accuracy.
Save the file in CSV format
Once you have resolved all errors, save the CSV file in comma-separated values format with a .csv extension. This will ensure that Gobilda can properly read and process your data.
Uploading Your CSV File to Gobilda
Uploading a CSV part list to Gobilda is a quick and easy way to get started with your project. Here’s how to do it:
1. Log in to your Gobilda account.
2. Click on the “Parts” tab.
3. Select “Upload Parts”.
4. Click on the “Choose File” button and select the CSV file you want to upload.
5. Map Your CSV Columns
Once you’ve selected your file, you need to map the columns in your CSV file to the corresponding fields in the Gobilda system. Here’s what each column in the Gobilda CSV file template represents:
| Column | Description |
|---|---|
| Part Number | The unique identifier for the part. |
| Quantity | The number of parts you need. |
| Description | A brief description of the part. |
| Unit Cost | The cost of each part. |
| Total Cost | The total cost of all the parts in the row. |
To map your CSV columns to the Gobilda fields, simply click on the drop-down menu next to each Gobilda field and select the corresponding column from your CSV file. If you need to make any changes to the data in your CSV file, you can do so before clicking the “Upload” button.
Managing Uploaded CSV Files
Once you have uploaded a CSV part list, you can manage it in the following ways:
Editing Uploaded CSV Files
You can edit an uploaded CSV file by clicking on the “Edit” button. This will open a new window where you can make changes to the file. Once you have made your changes, click on the “Save” button to save the changes to the file.
Deleting Uploaded CSV Files
You can delete an uploaded CSV file by clicking on the “Delete” button. This will permanently delete the file from your account.
Downloading Uploaded CSV Files
You can download an uploaded CSV file by clicking on the “Download” button. This will download the file to your computer.
Renaming Uploaded CSV Files
You can rename an uploaded CSV file by clicking on the “Rename” button. This will open a new window where you can enter a new name for the file. Once you have entered a new name, click on the “Save” button to save the changes.
Sharing Uploaded CSV Files
You can share an uploaded CSV file with other users by clicking on the “Share” button. This will open a new window where you can enter the email addresses of the users you want to share the file with. Once you have entered the email addresses, click on the “Send” button to send the file.
Tracking Upload Progress
The progress of your CSV part list upload can be tracked in several ways:
1. Import Results Page
After initiating the upload, you will be directed to the Import Results page. This page displays the status of your upload, including the number of parts successfully imported, any errors encountered, and a link to a detailed report.
2. Activity Log
The Activity Log in your Gobilda account also logs the progress of your CSV part list upload. You can access the Activity Log from the top right corner of your screen by clicking on your profile picture and selecting “Activity Log.”
3. Email Notifications
If you have enabled email notifications, you will receive an email when the upload is complete, or if any errors are encountered. You can manage your email notifications from the “Notifications” section of your Gobilda account settings.
4. Upload Status Bar
During the upload process, a status bar will be displayed on the Import Results page. This bar indicates the percentage of the upload that has been completed.
5. Server-Side Logging
For advanced users, server-side logging can provide detailed information about the upload process. You can access the server-side logs by contacting Gobilda Support.
6. Custom Programming
Using Gobilda’s API, you can programmatically track the progress of your CSV part list upload. Refer to the API documentation for more information.
7. Detailed Upload Report
The Import Results page provides a detailed report of the upload process. This report includes the following information:
| Column | Description |
|---|---|
| Part Number | The part number of the item being uploaded. |
| Quantity | The quantity of the item being uploaded. |
| Status | The status of the upload for this item, such as “Success” or “Error”. |
| Error Message | If an error occurred, this column will contain a message describing the error. |
| Example |
|---|
| Row 1: 10x10mm Corner Connector, Missing Bolt |
| Row 2: 20x20mm Square Tube, Length Not Specified |
9. Check for File Size
Make sure that your CSV file is within the maximum file size limitation specified by the software.
10. Contact Support
If you continue to experience issues after trying the troubleshooting tips above, do not hesitate to contact the software support team for assistance.
Advanced CSV Part List Features
Below you will find a table explaining the advanced features available when using a CSV part list.
| Feature | Description |
|---|---|
| `”#” Prefix for Header Lines` | If the first line of the CSV file starts with a “#”, Gobilda will ignore that line and treat it as a header line. |
| `”*” Prefix for Comment Lines` | If the first character of a line in the CSV file is an asterisk (*), Gobilda will ignore that line and treat it as a comment. |
| `”+” Prefix for Part Quantity` | If the first non-empty character of a line in the CSV file is a plus sign (+), Gobilda will consider the quantity on that line to be additive to any previous quantities entered for that part. |
| `”,” Comma as Field Delimiter` | You can use a comma (,) as the field delimiter instead of the standard whitespace character. |
| `”|” Pipe as Field Delimiter` | You can use a pipe character (|) as the field delimiter instead of the standard whitespace character. |
| `”\” Escape Character` | You can use a backslash (\) to escape special characters, such as commas or quotation marks, within a field. |
| `Part Number Lookup` | You can use the part number lookup feature to automatically fill in the part name and description based on the provided part number. |
| `Custom Fields` | You can add custom fields to your CSV file to store additional information about each part, such as the location or vendor. |
| `Multiple CSV Files` | You can optionally upload multiple CSV files at once. Gobilda will combine the parts from all the files into a single order. |
| `Large CSV Files` | Gobilda supports uploading CSV files of up to 10MB in size. |
| `Preview Before Submitting` | You can preview your order before submitting it to make sure all the parts and quantities are correct. |
Best Practices for CSV Part List Management
1. Ensure Data Accuracy
Verify that all data in the CSV file is accurate and up-to-date. The data should include all necessary information, such as part numbers, descriptions, quantities, and any other relevant details.
2. Use Proper Formatting
The CSV file should follow the correct formatting, with data separated by commas and each row representing a single part. Use consistent field names and ensure that the data is properly aligned.
3. Organize Data Logicall
Organize the data in the CSV file in a logical manner. Group similar items together and arrange columns in a sensible order to make it easier to navigate and analyze the data.
4. Define Data Types
Specify the data types for each column in the CSV file. This will help Gobilda interpret the data correctly and avoid any potential errors during processing.
5. Use Unique Identifiers
Assign unique identifiers, such as part numbers or serial numbers, to each part listed in the CSV file. This will allow Gobilda to easily identify and manage each part.
6. Include Complete Details
Provide complete information for each part in the CSV file, including descriptions, specifications, and any other relevant attributes. This will help Gobilda understand the purpose and characteristics of each part.
7. Document Changes
Document any changes made to the CSV file, including the date, reason for the change, and the person who made the change. This will help maintain a record of any updates and facilitate effective version control.
8. Use File Compression
Consider compressing the CSV file to reduce its size for faster uploading and easier storage. Use compression formats such as ZIP or GZIP to minimize the file size without compromising data integrity.
9. Upload on Secure Platform
Upload the CSV file to a secure platform that protects sensitive data from unauthorized access or modification. Ensure that the platform complies with industry security standards and provides robust data encryption.
10. Use Data Validation Tools
Utilize data validation tools to check for errors, inconsistencies, and duplicate entries in the CSV file before uploading it. This will help identify and resolve any issues that could hinder the successful processing of the data in Gobilda.
By implementing these best practices, you can effectively manage your CSV part lists in Gobilda, ensuring data accuracy, consistency, and efficiency.
How To Upload A CSV Part List In Gobilda
To upload a CSV part list in Gobilda, follow these steps:
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Log in to your Gobilda account.
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Click on the “Parts” tab.
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Click on the “Import Parts” button.
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Click on the “Choose File” button and select the CSV file you want to upload.
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Click on the “Upload” button.
People Also Ask
How do I create a CSV file?
To create a CSV file, you can use a spreadsheet program like Microsoft Excel or Google Sheets. Simply create a new spreadsheet and enter your data into the cells. To save the file as a CSV, go to the “File” menu and select “Save As.” In the “Save As” dialog box, select “CSV (Comma delimited)” from the “Save as type” drop-down menu.
What is the format of a CSV file?
A CSV file is a text file that contains data that is separated by commas. Each line of the file represents a row of data, and each column of data is separated by a comma. The first line of the file should contain the headers for the columns.
Can I upload a CSV file with multiple parts?
Yes, you can upload a CSV file with multiple parts. However, each part must be on its own line, and the headers for the columns must be included on the first line of the file.
