How to import or export library data

Lily
Lily
  • Updated

1.How to export a library

 

1a. As a .tpr file (Techpacker’s native format)

Who can use this feature?
account-multiple.png Only Admins

 

What is a .tpr file? 

.Tpr format files, our native Techpacker files, offer users the flexibility to export/import their tech pack data conveniently. This feature is particularly useful during account deactivation or reactivation.

 

To download a library or multiple libraries in the .tpr format follow these steps:

Step 1: Alphabet-a.png Click this menu.png icon located on the top-left of your screen to slide open the options menu.

Step 2: Alphabet-b.png Choose the Libraries option. 

2a_step_2.jpeg

 

Step 3: This is your library page. Here you can see the library folders you have access.

Click on any folder to view the list of libraries inside them.

1.png

 

Step 4: Select the library or libraries you want to download.

Screenshot 2024-02-22 at 11.38.45 AM.png

 

Step 5: Click on the  option menu located on the top navigation bar and select Export as .tpr

 

 

This is a native format of Techpacker, so can only be used on Techpacker 

 

The selected techpack/ techpacks will be downloaded as a .zip file.

Screenshot_2024-01-31_at_2_12_27 PM.png

 

 

1b. As a .csv file

Who can use this feature?
PLM premium
account-multiple.png Admins and Supervisors

To download a library in the .csv format follow these steps:

Step 1: Alphabet-a.png Click this menu.png icon located on the top-left of your screen to slide open the options menu.

Step 2: Alphabet-b.png Choose the LIBRARIES option. 

2a_step_2.jpeg

 

Step 3:This is your library page. Here you can see the library folders you have access.

Click on any folder to view the list of libraries inside them.

1.png

 

Step 4: Select the library or libraries you want to download.

Screenshot 2024-02-22 at 11.38.45 AM.png

 

Step 5: Click on the  option menu located on the top navigation bar and select Export as .csv

The downloaded .csv file does not include images.

All the cards and their information of the selected techpack/techpacks including the columns and the rows will be downloaded in the .csv format. 

Screenshot 2024-03-12 at 9.27.57 PM.png

 

 

1c. As a .xlsx file

Who can use this feature?
PLM premium and PLM professional

 

You can download a library in the .xlsx format from Techpacker in two ways:

 

From the option icon

Step 1: Inside any of your library click on this Doc View option located on the top-right of your screen inside your library.

 

Step 2: Click on the versions option right next to doc settings.

2A-STEP-3.jpg

 

Step 4: Select the version you would like to download in excel format. Learn how to create a version

2a-step-4.jpg

 

Step 5: Click on this  option icon right next to the version and click on Download as Excel option from the menu as shown in gif below. 

KmnwQZijrv.gif

 

All the cards and their information including the columns and the rows will be downloaded in the .xlsx format with images. 

Screenshot 2024-03-13 at 1.56.13 PM.png

 

 

From the  download-excel.png download excel icon.

Click on the download-excel.png download excel icon located under the versions tab. You can directly download the excel format from here.

last-image.jpg

 

 

1d. As a PDF

You can download library data as a PDF file by following these simple steps:

 

Step 1: Alphabet-a.png Click this menu.png icon located on the top-left of your screen to slide open the options menu.

Step 2: Alphabet-b.png Choose the Libraries option. 

2a_step_2.jpeg

 

Step 3: This is your library page. Here you can see the library folders you have access to along with the team members in your organization.

Click on any folder to view the list of libraries inside them.

1.png

 

Step 4: Inside the library click on this Doc View option located on the top-right of your screen inside your library.

 

Step 5: Click on versions located on the top left of your screen. Select the version you would like to download in excel format. Learn how to create a version

Click on this download-icon.png icon to download as shown in the gif below.

NEW.gif

 

You can also download the PDF by clicking on mceclip0.png this mceclip1.png  icon located on the top-right of your screen.

export-library-data-image-5.jpg

You can change the doc settings by mceclip1.png selecting the listed options. Learn more about doc settings from this article.

 


 

2. How to import a library

Follow these steps below to import your library or libraries data in our native .tpr format:

Step 1: Alphabet-a.png Click this menu.png icon located on the top-left of your screen to slide open the options menu.

Step 2: Alphabet-b.png Choose the LIBRARIES option. 

2a_step_2.jpeg

 

Step 3: This is your library page. Here you can see the library folders you have access to in your organization.

Click on any folder where you would like to import the libraries

1.png

 

Step 4: Click on the  option menu located on the top navigation bar and select Import techpacks to folder

 

Step 5: Click on choose file and select a .zip file you want to upload.

 

Step 5: Click on Import Libraries.

 

Your library or libraries will be imported in the selected folder.

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