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Note

Please be aware: Activities lists are not uniquely identifiable so they are not updated but added on multiple repetitions (i.e. importing the same table with sites will update all site information but add the activities every time). If you are adding customers or processes the data importer will always use the last entry for duplicated fields. (i.e. you have two KPIs for the customer “some manufacturer” and you also provide the supplier code. The supplier code of the last line belonging to the customer will be used!)

The data importer and quick entry function is offered for almost all structured data lists like customer information, processes, providing and receiving support sites and be accessed by image-20240711-083903.pngImage Added-icon which is usually placed next to the add entry icon.

IATF CARA has received a data import feature in release 1.3 which allows to complete data in specific sections by importing csv files (Can be created in Excel by ‘Saves as’ CSV with utf-8 encoding). Or by copying data from other files, into the quick entry box.

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  1. Field names for import

    1. These are the fields and or questions in the language you have chosen and which are available for import

    2. You can set the order as it is in your file or you want to enter it

    3. You need at least one column but you don’t have to fill more than that

    4. After selecting the required headers you can generate a template CSV you can edit in excel. The headers will have specific name which are used to properly identify them in CARA. You can also correct already created files with the proper field names or the exact description. Important is that there are no typos for the recognition to work. The used field name might differ from the header description (i.e. “4.1” as header description for the IATF clause will become “Clause-4-1”).

  2. The delimiter (since Version 1.3.1)

    1. It is used to split the columns into the right fields. The delimiter has a default value by region can be though changed to any character set required (i.e. in Germany it is ‘,' in US ';’)

  3. The entry section

    1. These are the entries made for the specified columns and each column is separated by the defined delimiter

    2. Columns don’t have to be fully complete if they are not used

  4. The import section

    1. This table shows you the columns with their id field names and the values which are going to be set. For complex values like activities or positive/negative selections or clauses in audit reports the importer will translate the data into the proper format (sometimes it is replaces by an id, on process clause a complex string is shown). Important are only fields with a red text showing that the data could not be properly recognized and a value was not set.

    2. The importer recognizes data automatically and will set values accordingly even if the are incomplete or empty. Not selected values for Yes/No questions or tick boxes can be left empty or set with “no” or “0”.

    3. If you have any errors you can correct the file save it and and drag and drop it back again into the CARA Importer .or correct the section in the importer text field

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Importing by using a file

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