Managing templates for data import (Data Administrator users)

Database-specific templates ensure that data is entered from different sources in a consistent manner.

  1. From Granta MI Home, open Import from the main menu.

    Users with MI Data Administrator privileges will see a Manage Templates option on the toolbar:

  2. Click Manage Templates to open a page where you can upload templates for importing data into Granta MI.
  3. To upload a template to the MI application server:
    1. Click Add.
    2. Enter the template name. This appears in the list of available templates in the import job definition.
    3. Choose the template type, Excel or Text.
    4. Enter a description. This appears below the template name once the template has been selected in the job definition panel.
      For example:

    5. Upload the template file by dragging and dropping it, or by browsing for the file.
    6. Click Save.
  4. To modify template details (Name, Description), or to choose a different template file, select the template from the list on the left and make the changes on the right.
  5. To change the content of a template, you need to download the template file and edit it, then upload the modified file.
  6. To delete a template, select the template from the list on the left and click Delete.