Import and Export
The Import and Export actions allow you to exchange BOM Calculation Templates between environments using JSON files. This is useful for sharing templates across companies, creating backups, or migrating template data during system upgrades.
Export a Template
- Choose the
icon, enter BOM Calculation Template, and then choose the related link. - Open the template card for the template you want to export.
- Choose the Export action.
- Confirm the export when prompted.
- The template is saved as a JSON file and made available for download.
The export includes the complete template data:
| Component | Description |
|---|---|
| Template header | General settings, calculation type, dimension expressions |
| Template lines | All BOM calculation lines with formulas and item references |
| Item lists | Item list definitions and their line items |
| Properties | All property assignments |
| Variables | All variables and their expressions |
| Additional materials | Additional packing material configurations |
| Production texts | Production text templates |
| Parameter set entries | Default parameter configurations |
| Routing template | The associated routing template header, lines, and variables |
| Matrices | Matrix BOM definitions and their line data |
Import a Template
- Choose the icon, enter BOM Calculation Template, and then choose the related link.
- Open the template card where you want to import data.
- Choose the Import action.
- Select the JSON file from your file system.
- The template data is loaded into the system.
Tip
You can also import a file by dragging and dropping it directly onto the import dialog.
Note
If a template with the same code already exists, the import process creates a new version from the existing template data before replacing it with the imported data. This ensures that no data is lost during the import.
Configurator Import/Export Page
For bulk operations, a dedicated Configurator Import/Export page is available. This page lists all configurable data tables and allows you to select which tables to export or import.
- Choose the icon, enter Configurator Import/Export, and then choose the related link.
- Select the tables you want to include.
- Choose Export to download or Import to upload JSON data.