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Bulk Upload

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To go back to the Search screen, click Bulk Upload next to Welcome at the top-right corner of the page.

The Bulk Upload screen helps you upload multiple master records at once by using the system-generated Excel template.

1.1 Reach the Bulk Upload Screen​

From the main side menu, click on "Tooling", then go to "Masters", and finally choose "Bulk Upload". This will open the Bulk Upload screen.

1.2 Screen Overview​

Type​

The Type field is a searchable dropdown. On the Tooling → Master → Bulk Upload screen, it includes the following options:

  • Holder
  • Tool
  • Tool Details
  • Holder Details
  • Cutting Tool
  • Cutting Tool Details
  • Collet
  • Collet Details
  • Pull Stud
  • Pull Stud Details

Download Template​

After selecting a type, click Download Template to get the latest Excel file for that upload type.

Upload Area​

Click inside the upload box or drag and drop the completed .xlsx file. Only Excel files up to 3MB are allowed. Until a file is chosen, the box shows the prompt "Click to upload or drag and drop XLSX file (Max. 3MB)"; once a file is selected, the box switches to show the selected file's name instead.

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On the Tooling Bulk Upload screen, the Control Plan dropdown and Openstock Date field that appear on some other modules' Bulk Upload screens are not shown, since none of the Tooling upload types (Tool, Holder, Cutting Tool, Collet, Pull Stud and their Details variants) require a Control Plan or an opening-stock snapshot date.

Validate & Upload​

Click Validate & Upload to validate the file and upload the records into the system.

Clear​

Click Clear to remove the selected file and restart the upload process.

1.3 Bulk Upload - Step-by-Step​

Step 1: Select the Upload Type​

Choose the required upload type from the Type dropdown. If needed, use the search box inside the dropdown to quickly find the required option.

Step 2: Download the Template​

Click Download Template and save the Excel file to your computer.

Step 3: Update the Template​

Open the downloaded file and enter the required data in the provided columns.

  • Fill all mandatory fields.
  • Do not change the column headers or template structure.
  • Remove blank rows before saving the file.

Step 4: Upload the File​

Drag and drop the completed file into the upload area, or click the upload area and browse for the file.

Step 5: Validate and Upload​

Click Validate & Upload.

  • If validation fails, the system displays the errors.
  • Correct the data in the Excel file and upload it again.
  • If validation succeeds, the records are uploaded successfully.

Step 6: Clear if Required​

Use Clear if you want to remove the selected file and upload a different file.

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  • Always use the downloaded template for the selected type.
  • Only .xlsx files are supported.
  • Maximum allowed file size is 3MB.
  • Upload clean data without duplicates to avoid validation errors.
  • If a required value is missing from a dropdown, update the related master setup first and then retry the upload.