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Working with data in Excel
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Working with data in Excel

Workbook contains two tabs: Data (which contains actual exported data) and Info (short information about working with data).

In general, Data worksheet contains a number of sections. First section (first table) contains actual information from rows you have selected before export. After first table, a number of nested tables are listed - it depends on type of object you exported. In the example above, translation job contains the following nested tables: Job tasks, Receivables, Checklist, Workload planner and Messages. Other entity tables will contain different nested tables (some reference data may not contain nested tables at all, for example countries or languages).

Structure of each table corresponds to a structure you see during working with the system. Each cell in Excel file will have the same data type which is used in SDL Trados Business Manager: dates, numbers, booleans and string. While editing data, please remember about that and do not change cell types in Excel. If some field has reference data type (for example, Customer in translation job is reference data type, because you select customers via drop-down list), then you are allowed to enter only those values in such fields, which exist in SDL Trados Business Manager database. For example, if customer name is Customer1, and you will change it to non-existing Customer12, then the system will ignore this change during import, which will lead to the following results:
if you are importing existing record, customer would not be changed, and old value will be persisted;
if you are importing new record, this record will fail and the whole import operation will be aborted.

Note. Please remember about way of using reference fields while working with data in Excel - use only those values which actually exist in SDL Trados Business Manager database.

Id column is also special column. When you export existing data, this column will always contain some GUID value. If you are filling a table with new data, you should always leave this column empty. During following import, if this column contains any value, the system will find existing record and wrote data from a row into that record. However, if I would value is empty, the system will create a new record.

Nested tables always contain a column which points out to master object. In the example above, you can see that each nested table has Job column. And value in this column has the following notation: DocumentNumber/DocumentDate. By this combination of document number and date the system will be searching for a master record of each child record. So, if you are creating a new job in Excel, then you have to define its number and date in the first table, and then use this combination of number and date in each nested table, to correctly link them (for example, to correctly link job task with master job).

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