Units Type Import
You can use the CSV Import Assistant to add or update units type records when the Multiple Units of Measure feature is enabled. Units type records define units types and the units available for each type.
Each units type must have one base unit. The conversion rate for the base unit is 1. For non-base units, enter the number of base units that equal one unit.
After a units type is assigned to an item, you can't change the item's unit type. Also, after a units type is assigned to an item, you can add more units to the type, but you can't edit the type itself.
Units Type Fields
To prepare units type CSV data for import, include values for the units type and for each unit in the type.
The following fields are required in your CSV file:
-
Type Name - The name of the units type. For example, Length.
-
Name - The name of the unit. For example, Inch or Foot.
-
Plural Name - The plural name for the unit. For example, Inches or Feet.
-
Abbreviation - The abbreviation for the singular unit. For example, in or ft.
-
Plural Abbreviation - The abbreviation for the plural unit.
-
Base Unit - Indicates whether the unit is the base unit for the units type.
-
Conversion Rate - The number of base units that equal one unit. The conversion rate for the base unit is 1.
Units Type CSV File Example
The following table shows how you might structure a file for importing units types and their units.
|
Type Name |
Name |
Plural Name |
Abbreviation |
Plural Abbreviation |
Base Unit |
Conversion Rate |
|---|---|---|---|---|---|---|
|
Length |
Inch |
Inches |
in |
in |
Yes |
1 |
|
Length |
Foot |
Feet |
ft |
ft |
No |
12 |
On the Field Mapping page, verify that the CSV file columns are mapped to the corresponding units type fields. If your import includes multiple units for the same units type, make sure that the rows use consistent values to identify the units type.
Importing a Units Type CSV File
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records if you have the Import CSV File permission. Set the Import Type to Accounting and the Record Type to Units Type.
For more information about using the Import Assistant and importing CSV records, see Importing CSV Files with the Import Assistant.