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Import Attribute Structure

If you are going to add multiple attributes and attribute values at once, it is generally faster to use the import function rather than create each one manually. To do this, you will first need to create a spreadsheet containing the new attribute and attribute value information in the correct format, then import it.

Before You Begin

Required permissions: 

  • Model Management Access > Model
  • Structure Import

How You Get There

Navigation Icon5.png From the nav menu, select Modeling. From the Levels and Dimension menu, select either Level Attributes or Dimension Attributes. Or, select Account Attributes from the Accounts menu.

Upload

To download a template for creating an importable attribute structure, do the following:

  1. Go to Modeling > Model Management and select Account Attributes, Dimension Attributes or Level Attributes as applicable.
  2. Select Import Attribute Structure importAccountStructureIcon.png.This pops up a window for structure import with the following options:
    • Import Operation - select Append or Reload entire structure
    • Download template link - select to download the template.
    • Upload and Cancel buttons

Warning: Reload Entire Structure will erase all existing attributes of the type you are importing, so it is imperative that the correct option is chosen!

If the import file contains attribute names that are already in use and Append is selected, an error message will appear. Append cannot be used to
change properties of existing attributes or to re-parent existing attribute values.

  1. A dialog letting you save or open the template appears. Select the Download template link.
    The template itself contains instructions for entering the information you are going to import. Open it in Microsoft Excel and follow the instructions.
  2. For Append or Reload, populate the import template with the desired entries you want to add.
  3. Save the template to a convenient location on your computer.
  4. In the structure import popup window, select the Choose File button to locate and select the import file.
  5. Select Upload.

See Structure Import for more information on Import Structure options.

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