How to bulk-import part records into SavantPLM using the Excel import tool
The Import Parts via Excel tool lets you add many part records to your workspace at once by uploading a spreadsheet. This is the fastest way to migrate an existing parts list or create a large set of new part numbers without entering each one individually through the Part View.
The import tool is accessible from the SavantPLM sidebar under Import Parts.
Click Download Import Template on the Import Parts page to get a pre-formatted Excel workbook (.xlsx). Do not use a blank spreadsheet — the template includes column headers, color coding, dropdown validation lists, and a hidden reference sheet that the import engine relies on.
The template is generated fresh each time you download it, so the Vendor and UOM dropdown lists will reflect the vendors and units of measure currently set up in your workspace.
Enter one part per row starting on row 2 (row 1 is the header). The Part Number column is required — every row must have a value in that column. All other columns are optional.
Column colors in the template indicate how each column is treated:
Cells with dropdown validation will show a warning triangle in Excel if you type a value not in the list. Values that do not match the allowed list will be skipped during import — that field will be left blank on the part record.
All columns available in the import template are listed below.
| Column | Type | Notes |
|---|---|---|
| Part Number | Required | Primary key — must be unique within the workspace. Rows without a Part Number are skipped. |
| Name | Text | Part name / description. |
| Revision | Text | Defaults to - if left blank. |
| Status | Dropdown | DRAFT, RELEASED, or OBSOLETE. Defaults to DRAFT if blank. |
| Project | Text | Optional project or program name. |
| Part Type | Dropdown | PART or ASSEMBLY. |
| Part Source | Dropdown | MAKE or BUY. |
| Part Class | Dropdown | Category such as ELECTRICAL, MECHANICAL, HARDWARE, etc. |
| Brand | Text | Brand or product line name. |
| Models | Text | Compatible model numbers or applications. |
| Vendor | Dropdown | Must match a vendor name already set up in your workspace. Unmatched values are skipped. |
| Vendor PN | Text | Supplier's part number for this item. |
| Manufacturer | Text | Manufacturer name (free text). |
| Mfg PN | Text | Manufacturer's part number. |
| See Drawing | Text | Drawing number reference. |
| Cost (DM) | Number | Direct material cost. |
| List Price | Number | Vendor list price. |
| UOM | Dropdown | Unit of measure — must match a unit name set up in your workspace. Unmatched values are skipped. |
| For Sale | Boolean | TRUE or FALSE. |
| Part Hours | Number | Labor hours associated with this part. |
| Weight (Kg) | Number | Part weight in kilograms. |
| Shipping Weight (Kg) | Number | Shipping weight in kilograms. |
| Standard Lot Size | Integer | Standard production or purchase quantity. |
| Safety Stock Qty | Number | Minimum stock level to maintain. |
| Lead Time | Number | Lead time in days. |
| MOQ | Number | Minimum order quantity. |
| Voltage (V) | Number | Rated voltage in volts. |
| AC/DC | Dropdown | AC or DC. |
| Current (A) | Number | Rated current in amps. |
| Phase | Dropdown | 1-PHASE, 3-PHASE, or SPLIT-PHASE. |
| Delta/Wye | Dropdown | DELTA or WYE. |
| Power (W) | Number | Rated power in watts. |
| UL File Number | Text | UL certification file number. |
| ETL File Number | Text | ETL certification file number. |
| Link | Text | Product or supplier webpage URL. |
| Fusion Link | Text | Autodesk Fusion design link. |
| Fusion Drawing Link | Text | Autodesk Fusion drawing link. |
| Datasheet Link | Text | Datasheet URL. |
The following columns have a fixed set of allowed values. The import engine validates each cell against this list and skips any value that does not match exactly (case-insensitive). The template includes Excel dropdown lists for these columns so you can select the correct value directly.
| Column | Allowed Values |
|---|---|
| Status | DRAFT, RELEASED, OBSOLETE |
| Part Type | PART, ASSEMBLY |
| Part Source | MAKE, BUY |
| Part Class | DOCUMENT, ELECTRICAL, HARDWARE, MECHANICAL, MISC, PACKAGING, PLUMBING, RAW MATERIAL, TOOLING |
| AC/DC | AC, DC |
| Phase | 1-PHASE, 3-PHASE, SPLIT-PHASE |
| Delta/Wye | DELTA, WYE |
| Vendor | Populated from your workspace vendors at template download time |
| UOM | Populated from your workspace units of measure at template download time |
Vendor and UOM values are validated by matching the name you enter against existing records in your workspace. If a vendor or UOM does not exist yet, add it first in SavantPLM before running the import, or leave the cell blank and update the part manually afterward.
Once your spreadsheet is ready, return to the Import Parts page and click Choose File to select your .xlsx file. Then click Preview Import.
The system reads your file and displays a preview table showing the rows it detected, including the part number and name for each row. The preview also shows the total row count so you can verify the file was read correctly before committing.
No changes are made to your workspace during the preview step. Review the row count and spot-check a few rows before proceeding.
After reviewing the preview, click Run Import to import the parts into your workspace. The import processes every row in the file and reports the outcome for each one.
The import cannot be undone. Part records cannot be deleted once created — they can only be edited via the Part View. Review the preview carefully before running the import.
After the import completes, a results screen displays three counts:
Each row in the results table is labeled with its outcome so you can identify which parts were imported, which were skipped, and which had issues.
If a row in your spreadsheet contains a part number that already exists in the workspace, the row is skipped — the existing part record is not modified. This protects existing data from being accidentally overwritten during a bulk import.
To update an existing part, use the Part View to edit it directly.
- if the Revision column is left blank.If you have questions or need assistance, please visit our Contact page to get in touch with our support team.
For more documentation, see the SavantPLM Help index.