...
Qty, Part, Color1, Color2, Modifier, Element
To create the Import Source, go to an MR and click the Import button. Then right-click on the list of Import Sources and Add a new one and name it accordingly, like 'Adesk CSV' or something.
...
The way the imports work is it will let you map materials as you import. You should see a list of materials on the right from the CSV and you would fill in the columns on the left for the corresponding material in CN. You can add new Parts/Colors on the fly as you go as well. It will store these mappings and load them the next time you import from that source.
The Element is mainly used for users who are importing budgets from an external estimating system and want to identify specific elements on a project (like each cabinet, etc.). Most customers do not use it.
The Modifier is what you would typically use for those types of custom sizes when ordering. An example for glass, the part would be '1/4" Tempered Glass, Clear, Pencil Polished 4 Edges' and a Modifier of 24" x 32"
We have some functionality where you can name a column in the import source as CNModifier and the data will come right into the Modifier column during the import, however we don't support this currently on the CSV method.
You can import extra columns after the Element column in the CSV. It will be displayed during the import, but won't be considered during the match. You could load the data in, then copy paste it into the Modifier columns for items that needed it.
The sample includes a column like this. You can copy/paste multiple cells at once using the standard windows keyboard shortcuts, so you could load a CNModifier column after the Element column in the CSV with whatever you want to carry over to the Modifier column, then highlight the entire column and copy/paste it into the Modifier column.
...
How to import from Cabinet Vision
...