CSV Import

Eryxon MES includes a CSV import wizard for batch data import from spreadsheets or ERP exports.

Accessing the Import Wizard

1. Navigate to Admin → Data Import
2. Or directly visit /admin/data-import

Import Process

Step 1: Select Entity

Choose the type of data you want to import:

Entity	Description
Jobs	Sales orders and manufacturing jobs
Parts	Parts, components, and assemblies
Operations	Manufacturing operations and routing steps
Cells	Manufacturing cells and work centers
Resources	Tools, fixtures, molds, and equipment

Step 2: Upload CSV File

• Drag and drop your CSV file or click to browse
• Download a template if you need the correct column format
• File must be in CSV format (comma-separated values)

Step 3: Map Fields

Match your CSV columns to Eryxon fields:

• Required fields are marked with an asterisk (*)
• Columns can be mapped to ”— Ignore —” to skip them
• Auto-mapping attempts to match columns by name

Step 4: Preview & Validate

Review validation results before importing:

• Valid Records - Ready to import
• Invalid Records - Have errors that need fixing

Common validation errors:

• Missing required fields
• Invalid date formats (use YYYY-MM-DD)
• Reference not found (e.g., job_external_id doesn’t exist)

Step 5: Import

Click “Start Import” to process your data.

• Records are processed in batches of 100
• Progress is shown in real-time
• Each record shows created/updated/error status

Step 6: Review Results

See a summary of your import:

• Total records processed
• Created count
• Updated count
• Error count with details

Field Reference

Jobs

Field	Required	Description
job_number	Yes	Unique job identifier
customer	No	Customer name
due_date	No	Due date (YYYY-MM-DD)
priority	No	Priority (0-10)
notes	No	Additional notes
external_id	No	ERP identifier for sync
external_source	No	Source system name

Parts

Field	Required	Description
part_number	Yes	Part number
job_external_id	Yes	External ID of parent job
material	No	Material type
quantity	No	Quantity to produce
notes	No	Additional notes
external_id	No	ERP identifier for sync
external_source	No	Source system name

Operations

Field	Required	Description
operation_name	Yes	Operation name
part_external_id	Yes	External ID of parent part
cell_name	Yes	Name of the cell/work center
sequence	No	Order in routing
estimated_time_minutes	No	Estimated time
notes	No	Instructions or notes
external_id	No	ERP identifier for sync
external_source	No	Source system name

Cells

Field	Required	Description
name	Yes	Cell/work center name
color	No	Hex color (e.g., #3b82f6)
sequence	No	Display order
active	No	true/false
external_id	No	ERP identifier for sync
external_source	No	Source system name

Resources

Field	Required	Description
name	Yes	Resource name
type	Yes	tooling, fixture, mold, material, equipment
description	No	Description
identifier	No	Asset tag or identifier
location	No	Physical location
status	No	available, in_use, maintenance
external_id	No	ERP identifier for sync
external_source	No	Source system name

Sample CSV Templates

Jobs Template

job_number,customer,due_date,priority,notes,external_id,external_source
JOB-2024-001,Acme Corp,2024-12-31,5,Rush order,SO-12345,SAP
JOB-2024-002,TechCo,2025-01-15,3,,SO-12346,SAP

Parts Template

part_number,job_external_id,material,quantity,notes,external_id,external_source
BRACKET-A,SO-12345,Steel 304,25,,SO-12345-10,SAP
PLATE-B,SO-12345,Aluminum 6061,50,,SO-12345-20,SAP

Operations Template

operation_name,part_external_id,cell_name,sequence,estimated_time_minutes,notes,external_id,external_source
Laser Cut,SO-12345-10,Cutting,1,30,Use 1000W laser,SO-12345-10-010,SAP
Bend 90°,SO-12345-10,Bending,2,15,,SO-12345-10-020,SAP

Import Order

For a complete data migration, import in this order:

1. Cells - Must exist before operations reference them
2. Resources - No dependencies
3. Jobs - No dependencies
4. Parts - Requires jobs to exist (via job_external_id)
5. Operations - Requires parts and cells to exist

Upsert Behavior

When external_id is provided:

• New record: If external_id doesn’t exist, creates new record
• Existing record: If external_id exists, updates the record

This allows re-running imports without creating duplicates.

Troubleshooting

”Reference not found” Error

The parent record doesn’t exist yet. Check:

• For Parts: job_external_id must match an existing job’s external_id
• For Operations: part_external_id and cell_name must exist

”Invalid date format” Error

Use ISO date format: YYYY-MM-DD (e.g., 2024-12-31)

“Required field missing” Error

Ensure all required fields have values. Empty cells for required fields will fail validation.

Related Documentation

• ERP Integration Overview
• REST API Overview
• Swagger/OpenAPI - Available in the app at /api-docs