Import template Excel

  • Release version: Australia
  • Updated June 11, 2026
  • 1 minute to read

    • Learn about the fields and structure of the Excel template used to define inventory template hierarchies and their relationships for bulk import.

    Overview of Excel template

    The import template is a structured Excel file used to define the hierarchical relationships for bulk import into the application.

    The import template is a structured Excel file used to define inventory template hierarchies and their parent-child relationships for bulk import into the application. The import template is a structured Excel file. It defines inventory template hierarchies and their parent-child relationships for bulk import into the application. Each row represents a component of the template hierarchy. Components link to their corresponding inventory model and parent template. The Excel template is created based on the Import template table [sn_ni_adv_import_template_template]. An admin can customize and update the template as required. To download the template with sample data, select Create Excel template on the Import template request form.

    The Excel template is created based on the Import model template table [sn_ni_adv_import_model_template]. An administrator can customize and update the template as required.

    Table 1. Import Template Excel
    Field Description
    Entity ID Unique identifier for each row in the template. This field is used to establish parent-child relationships between template components using the Parent entity ID field.
    Name Display name of the inventory template component.
    Inventory model display name Name that links the template row to its corresponding inventory model in the application. The inventory model must already exist before the template is imported.
    Relationship Relationship between the template component and its parent template in the hierarchy.
    Parent entity ID The Entity ID of the parent template component. The ID establishes the hierarchical position of this template within the overall template structure.
    Name pattern Pattern that controls how the application automatically generates names for instantiated records created from this template.
    Default Field Default field that associates a default template containing pre-defined attribute values for the component. These values are applied to every inventory record
    Values Values that are instantiated from this template.
    Version Version details of the template.