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Import/Export Function

How to use the Import/Export Function in Bundling

Updated over 3 weeks ago

The Export button can be found on the Import/Export section of the ribbon.

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Clicking the drop down below the button will give you three options; Export, Import and Options.


Export

You are also able to export the contents of your Zylpha bundle into an Excel document. This can be done by selecting the Export button, you will then be prompted with a Windows file explorer window to select where to save this export.

Once a save location has been selected, Zylpha will as you if you would like to open up the exported Excel document.

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Selecting "Yes" will open up the document in Excel, it will include all the document proprties that Zylpha uses.

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If you have moved or deleted the documents which are being used in a bundle, Zylpha will not be able to see the documents - causing a "Missing File" error to be displayed next to each document. Exporting your bundle, at this stage, can be used to solve this issue as you can use the Find and Replace function in Excel to mass-update the file paths of the documents to the new location, and then import the updated document properties back into Zylpha using the Import function.


Import

Selecting Import will allow you to import data from Excel into Zylpha as sections and documents. This process looks for data which applies to document properties, for example: section name, document date, document description and file path.

Example contents Excel document to import:

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To import this data, first select the Import button. A Windows file explorer window will appear, allowing you to select the Excel document. Note: The target Excel document must not be open.

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Once you have selected the Excel document, Zylpha will warn you that it will clear the document and sections grid, and add the documents and sections from the Excel file. Select "Yes" if you would like to proceed.

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After selecting "Yes", Zylpha will prompt you if the import has been successful.

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If successful, your sections and documents pane will have been populated with the data in the Excel file.

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Options

Selecting options will present you with a handful of options for importing and exporting Excel documents. These are explained below:

Option

Description

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This field will change the title of the "Section" column in Excel when exported.

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This field will change the title of the "Document Date" column in Excel when exported.

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This field will change the title of the "Document Description" column in Excel when exported.

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This field will change the title of the "Document Path" column in Excel when exported.

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This field will change the title of the "Sub Page" column in Excel when exported.

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This field will change the title of the "User Defined Field 1" column in Excel when exported.

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This field will change the title of the "User Defined Field 2" column in Excel when exported.

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This option will set the values currently entered into the fields to the default.

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This option will set the column names to their default values.

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When enabled the import document path will be as entered and not relative to the location of the import spreadsheet.


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