The Materials Import Template allows you to add multiple Materials to your system at one time, reducing the need for manual entry. This template supports batch importing of up to 300 Materials per upload, making it an efficient option when setting up a new system or updating your Material catalog.
This article explains how to download and complete the Materials Import Template, outlines required fields, and walks through the steps to successfully upload your file so your Materials are added accurately and efficiently.
Navigate to Settings / Components / Materials.
1. Click the dropdown.
2. Select Import Materials.
3. Click Download Template.
Note: Apple users need Microsoft Excel installed to use this template.
a. Overview tab: lists the values available in each column.
b. Data tab: enter your Materials here.
4. Select the Data tab.
5. Enter the required information.
a. Dropdowns are available on certain columns for value selection.
Notes:
- Columns marked with an asterisk are required.
- Scroll across the sheet and complete every column you need.
- For fields that are not required, leave them blank rather than entering a zero. Entering a zero where it is not needed may cause an error during processing.
6. Drop your file or click Browse and select your completed Material import file.
Note: Use the original template file as downloaded from CoreBridge. Changes to the file structure or formatting may cause the import to fail.
7. Select Import Options.
a. CoreBridge can either Skip or Overwrite Materials with the same name.
Notes:
- The system treats names as matching only when the text is identical, including word order and spacing.
- If you are updating Materials that already exist in the system, select Overwrite. Choosing Skip leaves existing Materials unchanged and applies no updates.
Example: A Material named Banner 13 oz and another named 13 oz Banner are treated as different because the wording is not an exact match.
b. Selecting Delete Material Image on Overwrite removes any images currently uploaded to the associated Material when it is overwritten.
Note: This option appears only when Overwrite is selected.
8. Click Import.
