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Import templates

An import template is a special Excel file attached to a model version. It defines how an external file (Excel, CSV, or TXT) is extracted, transformed, and loaded into the model — an ETL process your users can repeat with each new file.

This page covers creating the import template and attaching it. For the full end-to-end import workflow, see Import data files via template.

Attach an import template

  1. Open the model's version management in Design mode.
  2. Open the Migration / Import section and click Add a new import template.
  3. Fill in the dialog (see below) and click Upload.

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  • 1 Enter a name (shown to users in the Import data dialog).
  • 2 Point Nooxl to the import template .xlsx file.
  • 3 Choose the import document type (Excel or CSV — CSV includes TXT).
  • 4 Enter the name of the linked data file used when building the template.
  • 5 Click Upload.

Dialog fields

FieldMeaning
NameThe import template name shown to users in Import data.
FileThe import template .xlsx file.
Import document typeCSV [csv, txt], max. 10 MB or Excel.
CSV separatorThe column separator (default comma; can be a pipe | or other).
Culture (en-US, de-DE, …)ISO 639-1 code that defines the decimal separator and date format to expect.
Has headerTick if the data has a header row.
UTF7 formatTick for files with special characters (UTF-7/UTF-8); otherwise the file is treated as ANSI.
Name of the linked data file (e.g. data.xlsx)The example file name used while building the template; replaced at run time with the user's actual file.
note

When the import template is based on a CSV/TXT file, you still build it with an Excel example file. Make sure the sheet containing your data is named CSV (all caps).