CSV Import
Eryxon MES includes a CSV import wizard for batch data import from spreadsheets or ERP exports.
Accessing the Import Wizard
Section titled “Accessing the Import Wizard”- Navigate to Admin → Data Import
- Or directly visit
/admin/data-import
Import Process
Section titled “Import Process”Step 1: Select Entity
Section titled “Step 1: Select Entity”Choose the type of data you want to import:
| Entity | Description |
|---|---|
| Jobs | Sales orders and manufacturing jobs |
| Parts | Parts, components, and assemblies |
| Operations | Manufacturing operations and routing steps |
| Cells | Manufacturing cells and work centers |
| Resources | Tools, fixtures, molds, and equipment |
Step 2: Upload CSV File
Section titled “Step 2: Upload CSV File”- Drag and drop your CSV file or click to browse
- Download a template if you need the correct column format
- File must be in CSV format (comma-separated values)
Step 3: Map Fields
Section titled “Step 3: Map Fields”Match your CSV columns to Eryxon fields:
- Required fields are marked with an asterisk (*)
- Columns can be mapped to ”— Ignore —” to skip them
- Auto-mapping attempts to match columns by name
Step 4: Preview & Validate
Section titled “Step 4: Preview & Validate”Review validation results before importing:
- Valid Records - Ready to import
- Invalid Records - Have errors that need fixing
Common validation errors:
- Missing required fields
- Invalid date formats (use YYYY-MM-DD)
- Reference not found (e.g., job_external_id doesn’t exist)
Step 5: Import
Section titled “Step 5: Import”Click “Start Import” to process your data.
- Records are processed in batches of 100
- Progress is shown in real-time
- Each record shows created/updated/error status
Step 6: Review Results
Section titled “Step 6: Review Results”See a summary of your import:
- Total records processed
- Created count
- Updated count
- Error count with details
Field Reference
Section titled “Field Reference”| Field | Required | Description |
|---|---|---|
job_number | Yes | Unique job identifier |
customer | No | Customer name |
due_date | No | Due date (YYYY-MM-DD) |
priority | No | Priority (0-10) |
notes | No | Additional notes |
external_id | No | ERP identifier for sync |
external_source | No | Source system name |
| Field | Required | Description |
|---|---|---|
part_number | Yes | Part number |
job_external_id | Yes | External ID of parent job |
material | No | Material type |
quantity | No | Quantity to produce |
notes | No | Additional notes |
external_id | No | ERP identifier for sync |
external_source | No | Source system name |
Operations
Section titled “Operations”| Field | Required | Description |
|---|---|---|
operation_name | Yes | Operation name |
part_external_id | Yes | External ID of parent part |
cell_name | Yes | Name of the cell/work center |
sequence | No | Order in routing |
estimated_time_minutes | No | Estimated time |
notes | No | Instructions or notes |
external_id | No | ERP identifier for sync |
external_source | No | Source system name |
| Field | Required | Description |
|---|---|---|
name | Yes | Cell/work center name |
color | No | Hex color (e.g., #3b82f6) |
sequence | No | Display order |
active | No | true/false |
external_id | No | ERP identifier for sync |
external_source | No | Source system name |
Resources
Section titled “Resources”| Field | Required | Description |
|---|---|---|
name | Yes | Resource name |
type | Yes | tooling, fixture, mold, material, equipment |
description | No | Description |
identifier | No | Asset tag or identifier |
location | No | Physical location |
status | No | available, in_use, maintenance |
external_id | No | ERP identifier for sync |
external_source | No | Source system name |
Sample CSV Templates
Section titled “Sample CSV Templates”Jobs Template
Section titled “Jobs Template”job_number,customer,due_date,priority,notes,external_id,external_sourceJOB-2024-001,Acme Corp,2024-12-31,5,Rush order,SO-12345,SAPJOB-2024-002,TechCo,2025-01-15,3,,SO-12346,SAPParts Template
Section titled “Parts Template”part_number,job_external_id,material,quantity,notes,external_id,external_sourceBRACKET-A,SO-12345,Steel 304,25,,SO-12345-10,SAPPLATE-B,SO-12345,Aluminum 6061,50,,SO-12345-20,SAPOperations Template
Section titled “Operations Template”operation_name,part_external_id,cell_name,sequence,estimated_time_minutes,notes,external_id,external_sourceLaser Cut,SO-12345-10,Cutting,1,30,Use 1000W laser,SO-12345-10-010,SAPBend 90°,SO-12345-10,Bending,2,15,,SO-12345-10-020,SAPImport Order
Section titled “Import Order”For a complete data migration, import in this order:
- Cells - Must exist before operations reference them
- Resources - No dependencies
- Jobs - No dependencies
- Parts - Requires jobs to exist (via job_external_id)
- Operations - Requires parts and cells to exist
Upsert Behavior
Section titled “Upsert Behavior”When external_id is provided:
- New record: If external_id doesn’t exist, creates new record
- Existing record: If external_id exists, updates the record
This allows re-running imports without creating duplicates.
Troubleshooting
Section titled “Troubleshooting””Reference not found” Error
Section titled “”Reference not found” Error”The parent record doesn’t exist yet. Check:
- For Parts: job_external_id must match an existing job’s external_id
- For Operations: part_external_id and cell_name must exist
”Invalid date format” Error
Section titled “”Invalid date format” Error”Use ISO date format: YYYY-MM-DD (e.g., 2024-12-31)
“Required field missing” Error
Section titled ““Required field missing” Error”Ensure all required fields have values. Empty cells for required fields will fail validation.