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Importing Overview

CxAlloy TQ can import most project data, including equipment, equipment types, systems, spaces, floors, zones, checklist and test lines, and issues. Data can be imported from .csv, .xls, and .xlsx files.

NOTE As of February 2020, we have improved some capabilities of importing. Please see this article to learn more about these improvements.


File Formats

CxAlloy TQ does not require a rigid format for importing data. For example, neither specific column headers nor a specific column order is required. Only the following basic format is required:

  • The file must be formatted either as comma-separated values (.csv) or as an Excel spreadsheet (.xls or .xlsx).
  • Each item must be on a separate row (i.e. “AHU-1” and “AHU-2” could not be on the same row of data).
  • Each column must represent a single field (i.e. two different attributes, such as “Airflow” and “Voltage,” should not be combined into a single “Attributes” column).

While CxAlloy TQ is flexible enough to handle most files, many users may prefer to have an example of a properly formatted import file. Click below to download example files.


Formatting Imports

When importing checklist or test lines from an Excel file (.xls or .xlsx), CxAlloy TQ will attempt to bring in any supported formatting. CxAlloy TQ supports the following formatting:

  • Bold — Any cell with bold formatting will be formatted bold.
  • Italic — Any cell with italic formatting will be formatted italic.
  • Indented — Any cell with indentation applied (of any degree) will be formatted indented.
  • NOTE CxAlloy TQ only supports one level of indention. Any level of indention in the import file will be translated to the single level of indention supported by CxAlloy TQ.
  • Header: When the “Use background color to indicate header” option is checked, any cell with a background color will be formatted as a header.

CxAlloy TQ does not support partial formatting (i.e. one word of a sentence in a cell is bold). It only looks at cell-level formatting.


Importing a File

Choose a file to import

The file must have extension .csv, .xls, or .xlsx. The following options may be available depending on what you are importing and the data currently in the project:

  • Update existing — When checked, the “Update Existing” step will be added to the import process. In this step, you can indicate whether each row should update an existing record or create a new record.
  • NOTE This option will not appear if there are no existing records.
  • Use background color to indicate header — When importing checklist or test lines, you can choose to have any row with a background color formatted as a header when imported.
Select a worksheet

If the file you are importing has more than one worksheet, you will be prompted to select which worksheet to import. This step is only displayed for files with multiple worksheets.

NOTE Only one worksheet can be imported at a time.
Select fields

For each column of data in your import file, pick the matching field.

Selecting the “Attribute” field, available when importing equipment or locations, will prompt you to select a specific attribute. You can import different attributes by selecting the “Attribute” field multiple times.

Exclude rows

Click the “X” for any row that you do not want imported.

NOTE If you are importing related data (such as Equipment Type when importing Equipment), you will be prompted to indicate whether the related values should map to an existing value or be added as new.

Updating via Import

For each row of data in your import file, you can choose whether to update an existing record or add a new record. If you choose to update an existing record, you can select which record to update.

NOTE This step is contingent on checking “Update Existing” during the Upload step.
  • For equipment and spaces, the existing record’s name will be updated with the name specified from the imported file. For checklist and test lines, the existing record’s description will be updated with the description from the imported file.
  • If updating equipment or spaces with attributes, any existing attributes will be updated with new attribute data from the import file. Attributes that do not currently exist will be created. Existing attributes not found in the import file will remain.
  • If updating issues with comments, existing comments will remain. Any new comment data (the “Recommended Action” field) from the import will be added as new comments.
  • When importing checklist or test data where some lines will be updated and others created, the results may not be as intuitive. The final result will not result in a checklist or test with lines in the same order as the import file; rather, the updated lines will remain where they are and the new lines will be added at the end of the checklist or test. You can easily reorder the lines by pressing the “Reorder” button at the top of the section or attempt.


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